Data and Research

Empower identified “habits of success” that correlate with higher projected retirement income—saving in a workplace retirement plan, saving at a higher level and having a formal plan for...

A speaker at PSCA’s 71st Annual National Conference suggests reports of Americans retirement savings inadequacy are overblown and offers data to back that up.

Paying off debt is their second greatest fear, Franklin Templeton found in a survey.

The rise in lawsuits is prompting more sponsors to turn to lower-cost index funds—and could prevent them from offering lifetime income products.

While 80% of investors say their adviser discusses risk tolerance, only 50% say they bring up the subject of guaranteed lifetime income.

In addition, a CareerBuilder survey found roughly one in four workers ages 55 and older (23%) said they do not participate in a 401(k), IRA or other retirement...

Those who are contributing less than 3% to a retirement plan are on track to replace 59% of their income in retirement, whereas those who contribute 10% or...

Compared to workers who feel very ready for retirement, unprepared workers show disappointment with the retirement information provided by their employers, a survey by the Indexed Annuity Leadership...

Future retirees expect a greater monthly payment from Social Security than what current retirees say they collect, according to a survey from Nationwide.

More than four in 10 retirees report that their health care expenses in retirement are higher than they expected and one-quarter say long-term care costs have been higher.

Mobile-friendly, responsive web portal design has increased in the retirement industry to match consumers’ rising desires to be able to complete routine tasks without being tethered to a...

Seventy-seven percent of U.S. wealthy investors say health is more important than wealth, and 57% are worried their health will deteriorate in the next 10 years.

This is up 2% from last year—and 75% from 2002, when Fidelity began estimating health care costs in retirement. 

Nearly half would like a digital retirement coach, an Accenture survey found.

A study points out the differences in women’s and men’s life journeys and challenges that should be considered in women’s retirement planning.

The latest report from the Employee Benefit Research Institute says expectations of catastrophic health care expenses in retirement are likely flawed.

EBRI says its finding that retirees among all levels of retirement savings are slow to spend down their assets could mean that retirement readiness should be measured differently...

84% of employees describe financial wellness programs (e.g., planning, education, workshops, tools) as benefit offerings they want or need.

This is especially true for single women retirees, but a survey finds owning an annuity and working with a financial adviser helps.

In addition, a survey found, most do not know what they need to save for a comfortable retirement.