Data and Research

This is up 2% from last year—and 75% from 2002, when Fidelity began estimating health care costs in retirement. 

Nearly half would like a digital retirement coach, an Accenture survey found.

A study points out the differences in women’s and men’s life journeys and challenges that should be considered in women’s retirement planning.

The latest report from the Employee Benefit Research Institute says expectations of catastrophic health care expenses in retirement are likely flawed.

EBRI says its finding that retirees among all levels of retirement savings are slow to spend down their assets could mean that retirement readiness should be measured differently...

84% of employees describe financial wellness programs (e.g., planning, education, workshops, tools) as benefit offerings they want or need.

This is especially true for single women retirees, but a survey finds owning an annuity and working with a financial adviser helps.

In addition, a survey found, most do not know what they need to save for a comfortable retirement.

“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...