Data & Research

Some of today’s retirees are financially fragile, but most appear able to absorb financial shocks without incurring severe hardship; this may very well change in a DC plan-dominated...

The study also found that 56% of retirees who work with an adviser own an annuity, compared to 28% of retirees who do not work with an adviser.

A survey of 1,000 Americans found 35.7% of respondents are going to use the money to pay down debt faster, 12.8% are going to use the money to...

While they are less trusting of their advisers and providers, clients who identify as “online enthusiasts” have increased the amount of market risk they are taking.

An analysis from Pew Charitable Trusts shows a correlation between access to and participation in workplace-based retirement savings programs and more planning and saving.

While 64% of couples in their 20's discuss retirement savings, this drops to only 48% for those 40 and over.

More plans are auto enrolling at a greater than 3% default deferral rate, and 13% of plans are increasing deferrals at more than 1% annually, a PSCA survey...

Of this group, 25% said they will increase their company match to the 401(k) plan. 

A study found DB plans that used the smoothed discount rates under current law had a much lower unfunded liability than plans that did not.

It is available to workers 18 years and older who have contributed to a company-sponsored retirement plan or IRA.

Among Baby Boomers who think it is important to work with an adviser, nearly 70% said they would purchase an annuity within their individual retirement account (IRA), according...

Fidelity has updated its quarterly analysis of the average retirement savings balances across its book of business, and the results are once again quite encouraging.

While Prudential found pre-retirees seem well-aware of risk factors that could force them to retire earlier, study results show they could benefit from a financial plan.

However, their fear of investing in the stock market could hurt their outcomes, a survey reveals.

According to Willis Towers Watson’s Thinking Ahead Institute’s 2018 Global Pension Assets Study, the institute sees shifts in investment models for retirement plans across the globe.

Among advice attributes respondents to a T. Rowe Price survey said they would like are ease of use, inclusion of alerts about critical developments in their account and...

Americans are confident DC plans will help them meet their retirement goals, ICI found.

The Bipartisan Policy Center and Ric Edelman announce the launch of “Funding Our Future: A Campaign for America’s Retirement Security.”

Over a six-year period, projected income replacement scores in plans managed by Empower increased from 68% to 77.8%