Data and Research

More than one-third of Gen Xers say they have no money at all saved for retirement, and 29% expect Social Security to be their primary source of retirement...

Current regulations requiring paper delivery of participant DC plan information can cost investors between $350 to $500 million per year, which can reduce the average account balance by...

Half of retirees say they spend less in retirement than they did in their working years.

"Having a plan in place to manage their finances can help retirees feel confident about spending their assets and address the fears that may be holding them back,”...

Due to the variations in a person’s life and health status year over year, joint research from Vanguard and Mercer encourages investors to focus on factors they can...

Together, they supply 40% of retirees’ income.

The trust and expectation that employees place in their employers to help them prepare effectively for retirement is stronger than ever, and this is both a burden and...

EBRI’s Lori Lucas tells PLANSPONSOR National Conference attendees that retirees actually spend less than the industry suggests employees save for retirement, and there are different reasons for that.

The women are also far more risk-averse, PNC Investments learned in a survey.

The Center for Retirement Research finds that the net worth of non-divorced households is 30% higher than for divorced households.

A T. Rowe Price survey discloses how defined contribution plan sponsors understand several retirement planning objectives and risks.

An analysis by the Employee Benefit Research Institute finds 57.4% of U.S. households are on track to be able to cover 100% of expenses in retirement, but if...

But, TD Ameritrade finds only 38% are saving for retirement. 

While many prioritize social investments and community welfare when choosing investments, most opt for performance first and a profitable company whose values they disagree with vs. a struggling...

A research report says "financial education delivered to employees around the age of 40 will optimally enhance savings at retirement close to 10%. By contrast, programs that provide...

Among those who have made an estimate, the median amount is $650,000, Bankrate.com learned in a survey.

A report to the Department of Labor recommends strategies to enhance portability, reduce plan leakage and protect transfers from employer defined contribution accounts to individual retirement accounts.

When constructing their own retirement portfolio, about 10% of participants still hold extreme allocations—either 0% or 100% equities.

If an additional major drop in the market were to cause an extreme monetary loss, 38% of respondents to an Allianz Life survey do not believe they could...

E*TRADE says its study suggests Millennials are more focused on investing for retirement than many think.