Data & Research

Older investors do not trust robo-advisers.

A new report from the Center for Retirement Research at Boston College finds employee engagement and workplace happiness have a serious—and sometimes counter-intuitive—influence over retirement planning.

Plan advisers should encourage their plan sponsors to revisit the purpose of the DC plan.

Financial advisers give themselves a B- in short- and long-term business planning.

Retirement savings levels needed for those with cancer, cardiovascular disease, Type 2 diabetes and other health issues vary considerably from the general population—and from patient to patient.

A survey of more than 250 higher education plan sponsors shows that institutions with advisers have more effective retirement benefit programs.

The firm says multiemployer DC plan trustees can benchmark their plans against Segal’s client database.

The top area giving employees the most financial stress is saving enough to meet retirement goals.

Millennials and those with balances lower than $20,000 are at the greatest risk for cashing out.

Word is this Super Bowl will be Broncos quarterback Peyton Manning’s last game before retiring.

Households oppose changing tax incentives for retirement saving, says an ICI survey.

An analysis by Fidelity indicates 401(k) investors who stuck with equity allocations after the 2008 financial crisis fared better than those who didn’t.

Small business owners are looking at retirement plans to replace health benefits as an attraction and retention tool.

Millennials are doing a good job of putting aside savings, but retirement is not the top reason.

 

Money issues are sensitive, especially for couples.

Most pre-retirees and retirees surveyed said they would not have been as financially successful without a formal written retirement plan.

Any discussion about improving lifelong financial security should include discussions about managing student loan debt, researchers conclude.

“If anyone were ever poised to invest with confidence, it’s the black community,” says Mellody Hobson, president of Ariel Investments.

Is it realistic to expect that older individuals will be able to work longer?

Like any challenging labor in life or business, running a target-date fund portfolio successfully requires careful attention and a keen sense of balance.