Data and Research

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.

Although increasing pension contributions was not a primary consideration in the decision to lower the corporate tax rate in the Tax Cuts and Jobs Act, it is a...

The blueprint calls for nine design features of the new contract.

More than one-quarter of Millennials have more than $100,000 in retirement savings, with an average of 30 to 35 years before retirement, compared to 75% of Boomers with...

Most of those ages 85 and over are comfortable with their finances for a couple of reasons, a survey from the Society of Actuaries finds.

Over two-fifths of non-retirees think their retirement savings is not on track, and having taken a loan or distribution, as well as discomfort with investing, lowers retirement confidence.

While employees are grappling with things like higher health care costs, financially supporting other family members and debt, a study from PwC finds they are not always taking...

Tens of thousands of employers in the U.S. contribute to multiemployer pension funds that are in critical and declining status, collectively facing an unfunded liability well above $100...

A mere 2.7% of Americans stopped contributing to their defined contribution plan in 2017, the ICI reports.

As skilled Baby Boomer employees begin to reach the traditional retirement age, employers need to examine their policies and procedures to address the potential loss of talented and...

Average individual 401(k), 403(b) and IRA account balances increased year-over-year, according to the latest cut of data from Fidelity’s book of retirement business, but the average dipped slightly...

The impact of investment of assets plus spending of pension checks by retirees in 2016 yielded a $1.3 trillion contribution to the economy and $277.6 billion to state...

Eighty percent of American workers surveyed said they would like to hear congressional candidates discuss retirement security.  

That is followed by not saving for an emergency, and taking on too much credit card and too much student loan debt.

“The idea that financial planning and wealth management are just for millionaires is one of the biggest misconceptions among Americans, and one of the most damaging,” warns Joe...

Data from BMO GAM shows DC retirement plan fees have fallen for all sizes of plan sponsors except those with between $10 million and $50 million in assets.

Only 49% said they had read their fee disclosure in the prior year and had understood it; 44% said they had not read it; and 7% said they...