Data and Research

Initially focused on advertising, company web pages are now a graphically vivid entrée to valuable information.

The spouse of a married retirement saver inspires one out of five financial planning conversations, and this is growing, according to Hearts & Wallets.

Among plans with both automatic enrollment and escalation, 70% have participants saving 10% of more.

They are willing to cut back on going out or taking vacations in order to save as much as 50% of their paychecks.

Facing several uncertainties in the health care industry, organizations are looking to revamp their retirement plans to attract talent.

Morningstar says the U.S. can learn from the UK.

Although credit card debt is keeping half of surveyed Gen Xers from starting to save for retirement, 63% say “everything will just work out” in their retirement years.

However, a survey found 53% of employees would like their employers to offer tools to help them improve their financial situation.

But 40% say the Great Recession has had no impact on their lives whatsoever.

More than one in three retirees actually see their assets grow, BlackRock and EBRI found.

However, research finds workers with a lower socioeconomic status have a harder time staying in the workforce.

New research shows that funding status has little correlation with a pension fund’s ability to pay its promised benefits, and NCPERS urges policymakers to stop trying to shut...

ICI also reports DC plan participants remained committed to investments and contributions.

The first step, AB says, is to replace TDFs from recordkeepers with open architecture, next-gen TDFs.

Sixty-four percent have financial goals.

In an issue brief, researchers for the Center for Retirement Research at Boston College discuss plan partitions, benefits cuts, subsidized loans and tax payer support.

More Gen Xers say they regret spending and accumulating debt than previous generations, a survey found.

For Millennials, student loan debt, credit cards and health care expenses all measured equally as causes for “extreme” amounts of financial stress, a survey found.

Only half of retirees with debt are confident they will be able to live the lifestyle they want, but 70% of retirees without debt are confident.

One-third would sacrifice retirement benefits.