Data and Research

The Employee Benefit Research Institute (EBRI) says that due to the financial condition of the Medicare program and cutbacks to employment-based retiree health programs, in the future, individuals...

More than half of Americans are disappointed with their overall savings, according to a new Bankrate.com survey, including 27% who wish they had started saving earlier for retirement...

A report from the National Institute on Retirement Security shows spending from retirees that receive income from multiemployer pension plans helps the economy, but that could be affected...

EBRI dives into the spending patterns of older Americans and reveals what could make them outspend their income.

In the decade following the Great Recession of 2008, for participants who remained invested in their 401(k)s, overall, average balances soared 466%.

Seventy percent of employees surveyed by the Nationwide Retirement Institute think they are eligible for full Social Security benefits before they actually are.

Nearly three-quarters of workers say income stability is more important than maintaining wealth in retirement, but approximately one-third each chose managing their own assets or managing half of...

While retirement confidence ticked up for workers in the 2019 Retirement Confidence Survey, many are still concerned about debt and health care expenses and are not financially prepared.

The GAO interviewed retirement plan stakeholders and found several ways to stem the tide of funds leaving 401(k)s and IRAs.

Participation rates were nearly 96% higher for plans—a difference of 40 percentage points—with auto enrollment; the usage of auto escalation was nearly five times higher in plans that...

Because people are living longer, healthier lives, the Wells Fargo Investment Institute has suggested different ways that Millennials, Generation X and Baby Boomers can successfully save for retirement.

The reason is primarily because they have not created a comprehensive, written plan, according to Fidelity.

A professor at the UCLA Anderson School of Management discussed biases that must be considered when helping people make retirement income decisions.

However, those who have a health savings account are more certain about how they will cover future health care costs.

Only 33% of women and 49% of men said they are “extremely” or “very likely” to have enough money to cover their needs throughout retirement.

A trial among a large group of employees found a couple of positive self-reported outcomes by participants after 18 months of using a wellness program, but measures of...

However, among all age groups, the most frequently cited retirement fear is outliving savings.

Particularly in the small- and mid-sized plan segments, industry analysts tend to agree that the prevalence of partially bundled plans will likely remain prevalent for some time, in...

Lincoln's inaugural Consumer Retirement Index found only 25% of Americans are very confident about retirement, but there are steps that sponsors and advisers can take to improve this...

The Insured Retirement Institute also found that financial advisers and individuals are not considering the effects of health care costs and long-term care in planning for retirement.