Data & Research

A public retirement plan that would expand access to workplace savings for private-sector workers is viable, a Connecticut study says.

The research company says it will cost the industry at least $2.4 billion a year to comply with the rule.

A large Vanguard survey of workplace retirement investors finds more than ever have a decent understanding of their investments—especially when it comes to TDFs. 

An analysis finds the standard retirement age needs to be bumped up more than a few years to prevent the total loss of government-provided retirement income.

Defined contribution retirement plan sponsors remain cautious and curious about structured withdrawal products.

It’s more or less common sense that making retirement plan investment menus easier to use will lead to better outcomes, but a new paper strives to more carefully...

Lincoln Financial survey probes Americans attitudes toward money and saving.

There are actions plan advisers and their sponsor clients can take to help participants focus on budgeting and saving. 

Women plan participants and investors face special challenges.

New information used by the Investment Company Institute results in a downward revision.

An extensive new report from BrightScope and the Investment Company Institute finds 401(k) plans have significantly evolved towards “packages of features and choice” tailored to individuals, especially in...

Retirement planning research is at least in one respect similar to particle physics: It’s often hard to separate observer from observed.

The ultimate insurance for some Baby Boomers might be a legacy, which is used to avoid running out of money in retirement.

Corporate Insight reports about how many providers offer mobile transactions capabilities and which types of transactions.

Nearly all plan sponsors—99%—decreased their discount rates last year, to a level that is unlikely to be reversed in 2015, because of the small change in yield curves...

More than half of high-performing firms (52%) have succession plans ready for implementation compared with 40% of all other firms.

The financial community agrees that saving for retirement trumps paying for a child’s college education, but nearly half of Americans disagree.

Preserving assets earmarked for retirement is a provider and adviser business opportunity and helps participant outcomes.

Historically low interest rates had a sharply adverse impact on retirement income.

A third of participants age 35 to 49 say they are planning to depend less on financial advisers in the years ahead.