Data and Research

The Employee Benefit Research Institute has been conducting “value of benefits” surveys for 20 years to determine the relative importance of different benefits to workers—with one consistent winner.

Men are likelier to have a kick-back-and-relax attitude about saving and investing, where women exhibit higher levels of anxiety.

Allianz Life Insurance Company says Generation X has their “heads in the sand” when it comes to planning for retirement.

A new ICI study finds nearly one in three Millennial households owns mutual funds.

Lower account balances, longer life expectancy and not working an adviser can wreak havoc on a woman’s Social Security benefit.

An RBC Wealth Management poll finds a majority of Americans don’t believe promised Social Security benefits will be there for them.

HealthView’s research indicates that current income replacement ratio-based calculators fail to suggest sufficient income for retirees to afford quality health care and maintain their planned standard of living...

Millennials admit to a retirement-planning strategy of blind guesswork.

Establishing realistic expectations about life expectancy and the amount of money needed is key to a successful plan for retirement.

About two-thirds surveyed believe they will need less than $1 million in today’s dollars in order to retire, or aren’t sure how much they will need.

Just 20% of those who have retired say they’ve saved enough.

The majority of workers surveyed say such a program would be good for them, but a significant number still would not save or save enough.

But only three in 10 have addressed the issue.

It's important to rein in spending and debt to prepare for retirement.

Retirement planning is harder than dieting; retirement may hinge on winning the lottery; or can Oprah be my adviser?

Individuals with high prescription drug costs need to save substantially more for retirement than others.

Cerulli Associates shares findings that clearly show increased demand from public pension plans for outsourced investment leadership.

It’s happened before and it will happen again—a hike in PBGC premiums and shifting SOA mortality projections have materially raised the cost of running a pension plan.

However, many career military members are open to retirement reform for their non-career colleagues.

Financial Finesse offers suggestions for improving employees’ retirement preparedness and making sure Millennials do not end up in the same situation many Baby Boomers are in now.