Data & Research

This was the sixth straight quarter fixed sales have outperformed variable annuity sales, which hasn’t happened in almost 25 years.

More than two in 10 403(b) plans now automatically enroll participants.

One Fidelity benefits consulting executive describes the inflation in retiree health care expenses as insidious and unrelenting.

Among the eight states studied that offer employees such a choice, the take-up rate of DB plans was 80% or higher in six of those states.

Cheiron Inc. says 114 plans covering 1.3 million workers are underfunded by $36.4 billion.

This means their financial health should be studied separately from men.

The rigors of the fiduciary duty can lead plan sponsors to overreact to fund manager changes in the interest of maintaining an atmosphere of proactivity with respect to...

“The headlines that focus on financially troubled multiemployer pension plans miss the point that the majority are healthy,” says Diane Gleave, senior vice president and an actuary with...

A new study by Mercer suggests an effective financial wellness program needs to raise employees’ financial courage or the confidence to engage in financial issues.

Eaton Vance has updated its Adviser Top-of-Mind Index, revealing advisers' biggest concerns as well as potential solutions.

This is the highest percentage Bankrate.com has noted since 2011.

Seventeen percent of respondents to a survey by Paychex said they did not see the need to offer retirement benefits to their employees.

The study finds most people do not consider tax implications before deciding whether to defer into retirement plans' pre-tax or Roth accounts.

Nearly one-third of adults are “panicked” or “very worried” about it.

With the equity markets riding high, more advisers are contemplating how to secure downside protection for their clients’ portfolios. 

The average employer contribution to staff retirement accounts is 6.6% of pay in companies with both Cash Balance and 401(k) plans, versus 3.7% of pay in firms with...

While four out of five employers say they support employees working past age 65, they also understand that an aging workforce has its drawbacks. 

Only 37% think they will have a satisfying retirement.

Fidelity’s second-quarter 2017 401(k) plan analysis shows record balances tied to strong performance in the stock market.

With less than generous government retirement income provisions, Americans can benefit from effective advice about managing finances in order to contribute more to retirement savings plans.