Data & Research

Even though saving for retirement is America’s top financial concern, only 32% of people plan to increase contributions to their retirement accounts in 2017, according to the latest...

Some types of employers simply aren't interested in DC retirement plans, while others have fully embraced them.

Broker/dealers with less than $10 billion in assets account for a significant majority of overall industry volume but less than 10% of adviser-managed assets, according to data shared...

Fifty-seven percent of pre-retirees who have a financial adviser haven't talked with their financial adviser about health care costs, a survey finds.

Two-thirds failed Fisher’s 401(k) IQ in the Workplace Quiz.

The average expected future retirement health care premiums for Medicare and supplemental insurance for a healthy woman retiring this year and living to 89 are projected to be...

The majority of both DC plan participants and sponsors are interested in a proposal to fund emergency savings for participants before putting savings into the DC plan.

Only 37% are confident they are on the right retirement savings track.

The defined contribution retirement plan market saw an unprecedented number of lawsuits brought against plan sponsors and their providers in 2016, according to Cerulli Associates. 

Retirement reforms being implemented in the UK through 2018 represent an important testing ground for government-backed savings efforts. 

The vast majority of Millennials say they plan to work in retirement—while fewer than one in five of today’s retirees  have ever worked for pay after initially leaving...

Small business owners have embraced the strategy of offering a safe harbor 401(k) plan to simplify compliance with annual ADP/ACP and top heavy nondiscrimination testing. 

In 2016, the number of defined benefit plans with a funded status less than 80% increased to 28%, from 21% in 2015, according to a new survey by...

Institutional investors worldwide are expecting to make many asset allocation changes in the next one to two years, according to the new Fidelity Global Institutional Investor Survey. 

A majority of Millennials entering the workforce are enrolled in their employer’s plan and begin saving earlier in their career due to automatic enrollment, an analysis finds.

But people give themselves a “C” when it comes to actually being prepared to retire.

A new survey found that most independent financial advisers expect a strong economy for 2017 under President-elect Donald Trump, and a majority want him to repeal the DOL...

Affluent investors seek out advice from multiple providers because they are hesitant to trust a single source, a new analysis suggests. 

A new report by EBRI suggests that the Census Bureau’s estimates of steep declines in employer-sponsored retirement plan participation were misleading.

GAO also says requiring participants to be employed on the last day of the year to receive matching contributions also lowers potential retirement savings.