Data & Research

Investors understand the value of getting financial advice; 76% of those polled say a financial adviser can help them achieve their financial goals.

Men are more concerned about short-term volatility than women.

Ninety-nine percent believe they have a responsibility to help their employees prepare for retirement.

Women with children are much more likely than men to see job disruptions and a loss in retirement savings, warns a new MFS survey. 

Longevity, lower investment returns, and inadequate savings are contributing to a growing shortfall in what individuals will need for a longer retirement, a report says.

One-quarter of people in the 18 to 29 age bracket are planning on drawing down from Social Security in their retirement.

There has been at least $1 billion worth of U.S. single premium pension buyout sales during each of the last eight quarters.

Of the more than half of Americans who don’t receive professional financial advice, 45% say it’s due to a lack of confidence.

As people age, the percentage dissatisfied with their approach to retirement, in terms of timeliness, increases.

Nineteen percent of investors polled don’t save at least 10% for retirement, and say doing so would not be easy, and another 19% do not have an emergency...

The debt is also preventing them from buying a home or starting a family.

Millennials are saving more to keep experiencing the lifestyle they want even if it means working for the rest of their lives. 

The lack of retirement savings could in part be due to prioritizing short-term financial considerations, a survey suggests..

Those who have received an inheritance have more positive feelings about retirement.

Outside of Social Security benefits, Americans are looking to 401(k)s and IRAs to fund most of their retirement.

Despite retirement industry suggestions that Americans should draw down less income in retirement, a paper suggests older Americans are not spending enough to live their retirement dreams.

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.