Data & Research

The latest survey from Gallup finds that most U.S. employees prefer to work post-retirement, rather than needing to. 

Of this group, 58% obtain professional financial advice.

Fifty-six percent say their primary retirement savings goal is to not outlive savings.

Research of its clients by Fidelity finds that increased savings rates and positive stock market performance resulted in a record average 401(k) balance for Q1 2017.

As the supply of savings rises relative to demand, the “market-clearing return” on savings declines.

A new study finds that Millennials are reacting to market volatility with unwise investments and they’re less likely to seek advice.

Retirement savings accounts and Social Security are the top two sources of income that today's non-retirees expect to rely on the most.

Among those ages 14 to 21 surveyed, some are already saving for retirement, and many plan to not go into debt for college.

Making student loan and credit card payments are the priority for the majority of Americans surveyed.

Debt, caregiving and "boomerang" children can take a financial toll on people's lives, as well as a physical toll.

A new study finds that most Americans can’t pass a quiz on making their nest eggs last through retirement, and many lack knowledge of basic retirement planning concepts.

At 54%, this confidence about retirement is the highest in a decade.

Nearly three-fourths of employers think HSAs should be open to all employees, not just those enrolled in a high-deductible health plan.

Forty-three percent of pre-retirees who work with an adviser feel well prepared for retirement, compared to 21% who have no adviser.

A new survey by CFO Research and Prudential finds most financial executives believe a financially secure workforce has a major positive effect on their bottom line.

Small-business employees in Connecticut will soon be able to access retirement planning services administered by the state, and their employers have a variety of opinions about what this...

A new study by the Center for Retirement Research explores the modern state of the individual retirement account and those who invest in it.

Twenty-seven percent of parents surveyed say they have withdrawn from retirement savings to help cover student loan payments.

New research from Morningstar argues retirement plan advisers and their sponsor clients can benefit from “nudging” employees toward better behaviors. 

Data shared by the Investment Company Institute suggests Social Security is a kind of income bonus for many—not a final income lifeline to be tapped once other wealth...