Data & Research

A study found general education sessions are ineffective, and employees said digital tools would get them more engaged in their retirement planning.

New research from global analytics firm Cerulli Associates suggests more assets in the retirement industry will remain in employer-sponsored DC plans following implementation of the rule.

 

A study by the LIMRA Secure Retirement Institute shows many Americans begin planning for retirement after reaching a significant age.

 

Researchers note that an individual who draws a retirement shock at age 60 instead of age 65 would lose multiple years of prime wage earnings, putting a significant...

They also believe that balances should be translated into income streams.

However, a survey found nearly half of retirees are either very worried or somewhat worried about outliving their retirement savings.

Financial wellness programs not only can help employers save money, they can improve employees’ retirement prospects, according to a study.

Nomination forms for the 2017 PLANSPONSOR Plan Sponsor of the Year Awards and Retirement Plan Adviser of the Year awards are now available.

Each year we field two primary awards programs to recognize the tremendous contributions of our readers to solving retirement security issues in the United States and globally—the PLANADVISER...

This is the survey from which we take the data underlying our Top 100 Retirement Plan Advisers award. In other words, if you don’t take this survey, you...

Gen Xers show the most concern about depleting retirement funds too early, and they are the least interested in being involved in their investments, a survey finds.

Cerulli Associates also found that 67% of national sales managers rank increasing the technical skills of existing wholesalers as a major priority.

Participants 'unsure' about their retirement prospects admit they need knowledge about investing and haven't calculated how much they need to retire, and they are less engaged in their...

According to research published in The Financial Analysts Journal, most retirement calculators fail to take into consideration key tax implications. 

Colleges and universities, having fully embraced defined contribution plans, are also seeking out expert advice. 

Asian Americans identify a need for more holistic financial planning, but express a distrust for advisers. However, they can be reached.

A new study from Strategic Insight predicts the DOL fiduciary rule will accelerate demand for institutional pricing of mutual funds sold through intermediaries.

A survey segments respondents based on the propensity to save regularly and their general feelings toward money, and reveals who is most confident about their financial future.

After explosive profits in 2014, they declined sharply in 2015.

However, Millennials are using technology more frequently for managing finances and leading healthy lifestyles.