Data and Research
Strong Pension Buyout Market Sheds Seasonality
LIMRA data shows total assets of buyout products were nearly $99 billion at the end of the first quarter 2017, nearly 11% higher than first quarter 2016.
Most Regret Not Saving Earlier for Retirement
People With Student Loans Have Trouble Saving for Retirement
Investors Working on Overall Financial Wellness
Millennials Saving for Financial Freedom, Not Retirement
Short-Term Financial Considerations Prioritized Over Retirement Savings
Whites Have More Sources of Retirement Income
People Rely on Retirement Accounts, Home Equity for Retirement Income
One-half of all of all families that have retirement account assets plus home equity rely on these for more than 78.2% of their retirement savings outside Social Security....
Fear Keeps Older Americans from Experiencing Dream Retirement
More Americans Will Work Post-Retirement…Because They Want To
One in Three Americans Have Ceased Retirement Savings at Least Once
Fidelity Finds Positive DC Savings Trends in Q1
Total average savings rates and account balances reached record levels in Q1 2017, according to research by Fidelity.
Demographic Transition Can Inform Investment Decisions
Millennials Need More Investing Advice
Research suggests timing the market reduces returns every year, but Millennials are making these decisions at an alarming rate.
More Citing Retirement Savings Accounts as Major Source of Retirement Income
Post-Millennial Generation Saving Early
Most Americans Using Tax Refunds to Improve Financial Well-Being
Managing Life Events Can Improve Financial and Overall Well-Being
Americans Get an 'F' on Retirement Planning
A majority of people believe they have plenty of knowledge about retirement planning, but only 33% of these people passed a quiz on ways to make their nest...