Data and Research

“Life events happen, and people don’t always get to choose when they retire, which is why it’s important to have a well thought-out plan that maps out different...

Fifty-eight percent would rather have their employer provide them a set retirement paycheck for life than to invest on their own.

Bruce McClary, vice president of communications at the NFCC, says its survey shows Americans of all generations are increasingly challenged by financial commitments.

The Insured Retirement Institute found 42% of Baby Boomers have no retirement savings, and industry sources say longevity and long-term care expenses are often not considered when Baby...

Ever since the Census Bureau instituted a new survey in 2014, it has shown retirement plan participation to drop sharply, but the ICI says analysis of tax data...

“Low levels of financial literacy—not only [among] the young but also people close to retirement—show we need to step up the effort to promote financial knowledge across the...

“Consequently, any policy that alters this system could have consequences–either positive or negative–for Americans’ ability to fund a comfortable retirement,” says Craig Copeland, with EBRI.

Six in ten (61%) survey respondents are simply not sure how long it might delay their ability to save for retirement should a large 6,000 point drop in...

Employees are racking up credit card debt and borrowing from retirement savings to pay for unexpected expenses.

Strong asset returns and an increase in voluntary contribution activity drove DB plan funded levels significantly higher over the last year; on the other side of the ledger,...

For both sexes, becoming serious about saving for retirement doesn't usually happen until one's 40s or 50s.

While there is strong optimism concerning the equity markets and long-term growth, there is also a lack of specific planning on the key topics of income planning, Social...

PSCA Executive Director Jack Towarnicky outlines scenarios for which Roth accounts could be beneficial for defined contribution plan participants.

The top three retirement risks Gen Xers are most concerned about are changes to Social Security, high health care costs and running out of money.

They view it as a hedge against rising health care costs, longevity risk and market downturns.

Sixty-five percent have not budgeted for unforeseen health-related expenses.

EBRI says more families are placing themselves at risk of running short of money in retirement due to their increased likelihood of holding debt while in retirement.

Seventy-nine percent believe that by the age of 80, a comfortable retirement will be a thing of the past, and 70% say that is because they are unable...

A report from Hearts & Wallets also reveals the market for existing income management tools for new retirees is 3.5 million households.

Research reveals that less than half of sponsors believe that employees are solely responsible for their own retirement savings and investing decisions, but greater than three-quarters of participants...