Data and Research

When a plan sponsor permits multiple rather than only one loan, the probability of plan borrowing nearly doubles, researchers found.

Eighty-three percent of employers surveyed report feeling responsible for their employees’ financial wellness.

More Gen Xers than Baby Boomers surveyed agreed they are solely responsible for their retirement.

Nearly half of retirees wish they had started retirement earlier, according to a New York Life survey.

Trust in retirement plan service providers has dropped below last year’s levels, a study finds, but there’s an opportunity for discussions about ways to improve.

Women and younger people feel particularly hard hit, a survey finds.

Only six in 10 Boomers report having money saved for retirement.

Retirement security will likely be jeopardized for more Americans because of the shift away from defined benefit (DB) plans and fewer workplace plans, a paper contends.

Worksite wellness education can help employees ease economic stress and counteract these distractions.

Eight out of 10 companies surveyed say most of their employees do not know as much as they should about retirement investing.

Millenials are realistic about their future retirement, with 73% expecting to work past retirement age.

A survey of Vanguard retirement plan clients operating in three or more countries shows, like in the U.S., the DC conversation globally is centered on fees, effectiveness and...

Almost half (45%) of non-retired Americans are not saving for retirement, according to an Edward Jones retirement age survey.

The retirement landscape has changed, especially when it comes to market characteristics and how individuals want to live when they're retired.

A report by EY reveals a strong positive return for S corporation ESOPs from 2002 to 2012.

More than half of U.S. adults responding to a recent Genworth survey have not started making financial arrangements for retirement.

When deciding to enroll in a non-qualified retirement savings program, communication and education are ranked as highly important by potential plan participants.

By looking at the groups who scored highest in all categories in its Retire Ready Index, Voya offers an opportunity to better understand the traits, behaviors and practices...

Americans have knowledge about financial planning concepts and importance, but are not following through with actions, a study suggests.

A recent academic research paper suggests “procrastinators” fare worse—potentially much worse—in the retirement planning effort.