Data and Research

Ninety percent want their financial adviser to help them devise a retirement income strategy, and 61% want them to educate them about income products.

And this increases among those who think they are financial novices.

The biggest financial issue on a Millennial’s mind is student loan debt, according to a new survey by Lincoln Financial.

Nearly three-quarters lowball their retirement needs, Fidelity found in a survey.

A new study by LIMRA indicates most workers prefer to save for retirement through their employers, and they value key features of DC plans.

Only 10% are very confident their will succeed in saving enough for a comfortable retirement.

Many of the sales came from smaller plans, LIMRA SRI finds.

Research also finds 77% of Americans say the disappearance of pensions has made it harder to achieve the American Dream.

At a high level, student loan debt is “negatively affecting young workers’ focus, well-being and retirement planning as well as delaying their pursuit of further higher education.”

Researchers suggest more education could help.

More than one-quarter, 27%, are not making any progress at all.

Generation X and single parents are feeling particularly strapped, a survey from Guardian finds.

Among retirement account-owning households expressing an opinion, nearly all have favorable opinions of 401(k) and similar retirement accounts.

Employers are also looking for a platform/hub partner to thoughtfully integrate their benefit initiatives.

In the U.S., private sector workers who are pre-retirees are slightly more likely to be highly satisfied with their current financial situation than their UK counterparts, but at...

More than half (55%) of respondents to a T. Rowe Price survey said an additional 30 years of life would be “both a blessing and a curse.”

However, nationally, average spending for households with people between the ages of 65 and 74 declines with age.

However, many have tapped into their retirement savings to help their families out.

Account balances in multiemployer DC plans have grown, and the funded percentage of multiemployer DB plans has improved, a study shows.

A new Spectrem Group report finds 43% of DC plan participants would consider transferring outside assets to the provider if they were aware of the providers’ full range...