Data & Research

Help with student loans joins retirement, health and vacation benefits as a priority.

Employer retirement and health care benefits have less influence on employees’ retirement decisions.

Ongoing withdrawals from savings could jeopardize people’s future, LIMRA says.

With only a little more than a third of the working population able to live comfortably while saving for retirement, it’s clear advisers would benefit from a strengthening...

It may be time to revisit standard income replacement rates, says a research paper.

More affluent Baby Boomers and current retirees say they have less trouble sticking to a long-term investment strategy to fund their golden years.

It is an important fact for retirement specialist advisers to keep in mind as they find and serve new clients—almost everyone feels stressed about money and finances during...

Couples have the advantage of relying on each other in the face of medical challenges.

The Pension Protection Act ranked as a top influence on defined contribution plan management in a recent survey.

Seventy percent of those working with an adviser are on track or even ahead.

There are additional variations based on industry, gender, age and other demographics.

Leaning too heavily on participation statistics alone may mask a sub-optimal education program.

Loans are on the decline, PSCA says.

Women more often take an equitable view of financial decisionmaking than men.

The next most common resource is their financial adviser, a John Hancock survey finds.

Why do so few DC plans offer stable value funds on the investment menu?

A long-term financial plan must take into account financial bumps along the way.

Forty-five percent can meet these expenses, up from 38% two years ago, Fidelity says.

A new analysis suggests new numbers for pre-retirement income replacement from Social Security benefits.

People may be living longer and planning to work more years, but that may not hold true for all workers.