Data and Research

Retirement savers want help with figuring out tax expenses, knowing when is the best age at which to retire, creating a retirement income stream and knowing how to...

A mere 17% of women say they are very confident they will be able to retire comfortably, according to the Transamerica Center for Retirement Studies.

A quiz reveals Americans lack understanding of retirement income planning risks, and plan sponsors can offer education and use plan design to help.

Understanding the view of these different demographics can help plan sponsors with plan designs and targeted communications.

While loan forgiveness programs are an option, many applications are confusing and difficult to navigate.

Sponsors of defined contribution (DC) plans are invited to respond to our annual DC Survey. The survey is our largest and most important research project of the year,...

Some of the same people say they plan to work in retirement, and they may have to if they don’t manage their debt.

These opportunities also do not tend to offer benefits.

Many Canadian funds manage assets in-house, redeploy resources to investment teams and focus on liability hedging.

Three-fourths of K-12 educators consider their job risky in terms of exposure to COVID-19, but they are also concerned about the pandemic's impact on their ability to save...

EBRI found individuals able to consistently contribute to both could end up with around 2.5 times more savings for retirement.

The report was requested by U.S. Senators to inform public policy to improve women's retirement security.

Those who failed to preserve spending were also more likely to owe mortgage payments, choose lump-sum annuity options and claim Social Security benefits before age 62. 

More than half of Americans are earning half or less than half of their pre-pandemic income, and 31% have lost their entire income, a FlexJobs and Prudential survey...

Katie Taylor, with Fidelity Investments, shares the reasons for the appeal and why plan sponsors should tout Roth accounts they offer in their plans.

Remote work accommodations can help prevent early retirements for workers at risk, and employers need to adjust retirement planning communications for those who work from home.

With the help of money management strategies, workers can still have a financially sound retirement.

Retirement Equity Lab says nearly 3 million older workers, those between the ages of 55 and 70, have left the labor force since March.

The ideas explain what retirees are focusing on after the workforce and as they enter the next chapter.