Data and Research

“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,...

Both traditional and Roth IRAs serve Americans of all ages.

One third thinks they are either better or worse off than they actually are, Prudential Financial learned in a survey.

The median retirement account balance among all U.S. workers is "zilch"

Above-average-rated plans are more apt to be found at companies with 20% to 80% higher profitability than are average-rated plans, says T. Rowe Price.

Cost reductions are evident across asset classes—not just in equity.

Workers with generous employer health care benefits that may not be offered in retirement and those at higher risk of chronic conditions because of their family history or...

Marsha Whitehead, OneAmerica vice president of enterprise marketing, explains how evaluating top financial concerns provides great insight into the root causes of financial stress.

Seventy-nine percent of Americans say they don’t fully understand what happened during or what caused the financial crisis.

Although a majority of workers thought workplace financial well-being programs would be either very or somewhat helpful in better preparing or saving for retirement, fewer than half of...

An aging population seems to be the greatest challenge facing the retirement systems of developed nations; Japan, where 27% of people are already over the age of 65,...

Morningstar suggests individuals and their advisers must incorporate retirement age uncertainty in their retirement planning by focusing on saving.

Year-to-date, buy-out sales have been $9.6 billion, a 76% increase from the first two quarters of 2017.