Data and Research

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.

Total U.S. retirement assets grew 6% during 2014, according to the Investment Company Institute.

Work may not end when retirement begins, and money is not the only reason, a survey finds.

Because of their greater expected longevity, women generally have to save more than men for a successful retirement.

A study of retirees’ well-being suggests health trumps wealth in experiencing satisfaction in retirement.

A report suggests health care costs will consume a rising percentage of Social Security benefits for future retirees.

A study suggests CDHPs do not just cut employers’ health care costs in the first year of use.

Adds health state to all retirement replacement rate calculations in participant tool.

Fifty-five percent of Americans younger than 30 feel not saving enough could be the greatest setback on their path to retirement.

Research finds Americans hold a variety of saving and investing priorities that all compete for a piece of the paycheck, from short-term savings to IRAs and employer-sponsored defined...

Research from the LIMRA Secure Retirement Institute suggests women could use a nudge to complete certain retirement planning activities.

Public sector retirement plan assets have exceeded $4 trillion for the first time, according to a Spectrem market report.

A new paper suggests that favorable assessments of aggregate retirement readiness in the United States often rely on untested assumptions.

Nearly 40 million working-age households, or about 45% of all working-age U.S. households, do not own any retirement account assets.