Data and Research

Baby Boomers are changing the traditional definition of retirement.

ICI’s latest quarterly assessment shows retirement assets account for 36% of all household financial assets in the United States.

Despite concerns about their employees' ability to save enough for retirement, few nonprofit 403(b) plan sponsors use targeted education or offer financial wellness programs.

More investors surveyed prefer a 401(k) over a pension, and they do not want to give up control of all retirement savings actions.

Many retirees find the retirement life brings more satisfaction and less worry than they anticipated.

Target-date funds are expected to capture almost 90% of 401(k) contributions by 2019.

Lower investable assets and higher health care costs are delaying retirement for the 94% of working middle-income Baby Boomers with plans to retire one day.

EBRI finds the percentage of all families with an individual account retirement plan, such as a 401(k) plan or an IRA, has decreased.

Employers sponsoring 401(k) plans use a range of employer match formulas and offer a variety of investment choices with lower fees.

A typical DB plan provides equivalent retirement benefits at about half the cost of a DC plan, the NIRS says.

PSCA’s 57th Annual Survey shows plan sponsors are increasing efforts to encourage retirement savings among employees.

Providing a matching contribution and access to an adviser were ranked by plan sponsors as the most important actions to encourage employees to save.

Just one in five retirement-age Americans can pass a basic quiz on strategies to make their nest eggs last throughout retirement.

Commentators are questioning the accuracy of Census Bureau data that examines how well off Americans are in retirement.

Many retirement savers are focused on income guarantees and establishing a level of protection against market volatility, according to the Allianz Life 2014 Market Perceptions Study.

Mobile-optimized sites with transaction capabilities are slowly but surely entering the retirement planning picture, according to Corporate Insight research.

Nearly half of working professionals think their employer does not invest enough in their health and wellness, a survey says.

Women’s path to a financially secure retirement is filled with many obstacles, a global survey shows.

While 64% of Millennials say they have a financial plan, most believe they are only saving half of what they should be, according to a Nationwide Retirement Institute...

More than three-fourths of retirement plan sponsors surveyed give their plans a grade of A or B, but only 61% give their employees’ saving habits similar grades.