Data and Research

However, they have less saved than young men, and twice as many young men as women reported having investment accounts, according to a Schwab survey.

EBRI says the main reason for the increase in needed savings is related to the adjustment that is made each year to re-establish the baseline for out-of-pocket spending...

More than half of Americans say they would prefer guaranteed income of $660 a month over a $120,000 lump sum, LIMRA SRI found in a survey.

“Both financial literacy and short-run impatience play important roles in determining retirement saving, even after controlling for education and income,” researchers say in a study report.

Looking at the average funded ratio of all public pensions leads to generalizations, but dividing them into groups shows many are doing well, while some will need serious...

However, 82% of Millennials say their financial planning needs improvement.

People who were asked to envision their lives in their 60s through 80s thought about saving more, where income would come from and working during those years.

This year’s Melbourne Mercer Global Pension Index suggests reducing pre-retirement leakage; requiring that part of the retirement benefit must be taken as an income stream; and increasing the...

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...