Data and Research

For those 75 and older, out-of-pocket medical costs amount to 20% of their income.

A new cut of survey data from the LIMRA Secure Retirement Institute (SRI) shows four in ten single retirees believe their savings won’t last if they live to...

Both retirement plan sponsors and employees can learn lessons from the experiences recounted by retirees surveyed by the Transamerica Center for Retirement Studies.

Among Asians, Blacks, caregivers, Latinos, LGBTQ Americans and women, Prudential Financial found some groups are better prepared for retirement, and some groups focus more on helping others than...

For the 10th consecutive year, their top financial resolution for the New Year is to save more, Fidelity learned in a survey.

Of the 66% who responded in favor of the plans, 55% stated the likelihood of lowered costs for themselves is their top reason for supporting MEPs, while 54%...

The Plan Sponsor Council of America’s 61st Annual Survey of Profit Sharing and 401(k) Plans finds the most used benchmarks for retirement plan success remain participation and deferral...

The availability of Roth contributions has doubled in the last decade, and more plan sponsors are using a default deferral rate with automatic enrollment that is higher than...

At the time of an analysis from the Center for Retirement Research (CRR) at Boston College, 62% of eligible workers were participating, and 93% of contributing participants had...

According to John Hancock data, helping employees reduce their financial worries is well worth employer’s time and attention.

And 401(k) providers are the top source for financial advice.

On average, they offer 27 core investment options, according to ICI and BrightScope

ESOP participants have an average retirement balance of $170,326, more than twice the $80,339 that other workers have saved

However, a survey finds retirees with a guaranteed income stream from a pension or annuity are able to spend more.

Of the 1,544 employees surveyed by Corporate Insight, a mere 221 (or 14%) indicated that their employer offers programs or resources to help improve financial well-being.

In addition, state-backed retirement savings plans can assist with providing quality savings opportunities to working Latinos who are not covered by an employer-sponsored retirement plan.

Half of Americans surveyed by HSA Bank are using savings accounts to save for health care expenses in retirement, and 47% plan to rely on their 401(k) plan.

The Society of Actuaries says individuals must first understand all the risks related to retirement so they can take steps to manage them.

Workers facing debt payments must also prioritize long-term savings, as difficult as this may seem.

A 401(k) match and health insurance are the benefits they value the most.