Data and Research

Sharing findings of a recent Capital One survey, Stuart Robertson says there is opportunity to educate employees about the tax-deferred status of retirement plan contributions and retirement plan...

Of the nearly half of survey respondents who report they have experienced health care cost increases in the past year, 24% state they have decreased their contributions to...

In a study of eight countries, State Street found that the retirement structures with the highest objective rankings did not necessarily correspond to the happiest respondents, and it...

However, 20% said they do not understand the process for withdrawing money from their 401(k) in retirement, according to a Charles Schwab survey.

Many contributing employees only save enough of their pay in defined contribution retirement plans to receive all available matching contributions—giving the employer significant influence over savings behaviors.

Only 33% of Americans are comfortable with their retirement readiness level.

Asked how to prepare for a longer life span, 68% said reduce expenses to save more, while 53% said save more for retirement.

But with Congressional assistance, there is hope for these plans, Segal Consulting says.

Debt affects many retired Americans and fear of the stock market is affecting those not yet retired, a survey finds.

Only 21% of non-investing Millennials and Millennials with only retirement accounts are very or extremely confident about making investment decisions.

HealthView Services estimates total lifetime retirement health care expenses for an average healthy 65-year-old couple, who live to their actuarial longevity, retiring this year are projected to be...

Thirty-six percent of young adults who are both paying off debt and saving for retirement but who have made paying off debt their No. 1 priority feel “very...

“Millennials in particular should pay off student loans and other debt, so that they can take steps to focus on longer-term issues, such as retirement security," says Anna...

But the reality is, only 33% of retirees have worked at any given time, according to EBRI.

Those surveyed said if they were to trust an online or mobile app, it first would need to be easy to use, followed by giving them access to...

They are worried about longevity risk, the Plan Sponsor Council of America says.

More are using automatic plan features, fiduciary advisers and investment policy statements, PSCA finds.

A report details how utilizing the savings through health management can fund staggered annuities to help pay for health care expenses in retirement.

As a result of seeing their estimated income, almost half of all workers (48%) increased their retirement savings, LIMRA SRI finds.

EBRI says that if the Automatic Retirement Plan Act of 2017 was combined with auto-portability, the retirement savings shortfall of $4.13 trillion would be reduced by $932 billion,...