Data and Research
Confidence in Secure Retirement Increases
Adviser Access Important to Pre-Retirees
Small Businesses Debate Role of State-Based Retirement Plans
LIMRA finds reactions were “mixed” among small-business owners regarding Connecticut’s forthcoming program offering state-administered retirement planning to private-sector employees.
Employee Financial Wellness Key to Company Success
Millennials Not Financing Their American Dream
Nearly Three in 10 Parents Jeopardize Retirement for Student Loan Debt
ICI Measures Adequate Income Replacement
Research findings show Social Security benefits and retirement income from employer-sponsored retirement plans, annuities, and IRAs together provide substantial income for U.S. retirees.
Investors Lack Fiduciary Awareness
Only 50% of investors who work with a financial adviser are certain whether their adviser is a fiduciary, while 38% don’t know if their adviser is a fiduciary...
More Americans Say They Want to Stop Working and Retire
More Than One-Third of Americans Can’t Describe a 401(k)
Social Security Reform Should Consider Life Expectancy Gap
Sharp Attention Needed To Interpret Retirement Plan Fee Data
Even with huge amounts of data available, there is not very much simple or straightforward about retirement plan fee benchmarking.
Many Admit They Could Improve Savings Habits
Survey results suggest men and women are broadly concerned about affording unexpected expenses, affording health care costs and being able to take desired vacations.
Retirement Trends Shifting in America
More and more people plan to stay in the work force past age 65, and many cite effects of the Great Recession for causing them to fall behind...