Data and Research

A recent Legg Mason survey finds affluent U.S. investors predict their average net retirement expenses could top $2.5 million without significant lifestyle changes.

A study finds about half of parents are willing to delay retirement or dip into retirement savings to pay for children’s education.

2014 pension buyout sales reached $8.5 billion.

It’s a common research finding that men, on average, have more saved for retirement than women have, but new BlackRock research has identified a core of “smart savers”...

A trend toward working longer seen in the 1980s and '90s has stabilized.

New research from the National Institute on Retirement Security finds nearly nine in 10 Americans believe the nation faces a serious retirement readiness crisis.

The United States’ 19 largest pension funds hold roughly 40% of the nation’s pension obligations, according to Russell Investments, so it’s no big surprise they are struggling with...

A report suggests employers that use automatic enrollment in their defined contribution retirement plans may be using deferral and match rates that offset the costs of higher participation.

Financial wellness programs can cut stress and increase productivity in the work force, new research suggests, especially when employees receive more holistic financial education.

Eighty percent of Catholic dioceses offer lay employees a 403(b) plan, while 15% offer a 401(k).

Underlying 401(k) investment fees declined for both small and large retirement plans in 2014, according to the 15th edition of the 401k Averages Book.

Individuals should consider the expense and usage of non-recurring health care services, which increases with age, when planning for retirement.

A survey found those with a “savings plan with specific goals” reported more success in savings efforts.

The number of senior workers delaying their retirement is at its lowest now than at any point in the post-recession period.

A study examines the factors that make individuals optimistic about their preparedness for retirement despite having inadequate resources.

Assets held at retirement are not the only indicator of retirement readiness, according to researchers at the University of Connecticut.

LIMRA Secure Retirement Institute research suggests a formal written plan can make a big difference in creating a secure retirement through the defined contribution system.

Americans confess their greatest financial worry about retirement is high medical expenses, as revealed in a Bankrate.com survey.

The savings deficits that households are simulated to generate in retirement will be greater if Social Security becomes insolvent.

A hardy banking industry, strong health care services and solid economic performance have kept Switzerland’s retirement system at the top of Natixis’ 2015 Global Retirement Index.