Data and Research

Time and a lack of investing confidence are among the retirement challenges nurses face, Fidelity Investments finds in a study of nurses’ financial behaviors.

A survey suggests the workplace is emerging as a fruitful venue for engaging individuals in broader retirement planning.

The idea of “semi-retirement” has grown in popularity among working age people as they look ahead to an uncertain financial future.

Employees could use more education about budgeting and debt, a survey finds.

Many OCIO firms tell Cerulli they see signs of OCIO moving “up-market,” to larger institutions in corporate defined benefit (DB) and non-profit segments.

Small-business owners see retirement savings plans as a tool for attracting and retaining talent.

Fidelity’s latest retirement industry snapshot report suggests more plan sponsors are implementing helpful plan design changes.

Still, defined contribution retirement plans top the list of expected major sources of retirement income.

“Retirement looms large even for higher-net-worth Americans who recognize the importance of saving and investing,” says TIAA-CREF’s Kathie Andrade.

Participants in Fidelity retirement plans set new records for account balances and contribution rate increases during Q1 2015.

These sponsors tend to be less involved with their retirement plans.

The Center for State and Local Government Excellence, the Center for Retirement Research at Boston College and the National Association of State Retirement Administrators have created a new public...

Americans are less likely now than in the early years of this decade to describe their debt as a problem.

A study finds the bankruptcy rate of retired football players is in line with that of the general population of that age group, even though football players earn...

Confidence in retirement is up, according to EBRI’s latest Retirement Confidence Survey, but people realize they could do more to prepare.

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.