Data and Research

Average individual 401(k), 403(b) and IRA account balances increased year-over-year, according to the latest cut of data from Fidelity’s book of retirement business, but the average dipped slightly...

The impact of investment of assets plus spending of pension checks by retirees in 2016 yielded a $1.3 trillion contribution to the economy and $277.6 billion to state...

Eighty percent of American workers surveyed said they would like to hear congressional candidates discuss retirement security.  

That is followed by not saving for an emergency, and taking on too much credit card and too much student loan debt.

“The idea that financial planning and wealth management are just for millionaires is one of the biggest misconceptions among Americans, and one of the most damaging,” warns Joe...

Data from BMO GAM shows DC retirement plan fees have fallen for all sizes of plan sponsors except those with between $10 million and $50 million in assets.

Only 49% said they had read their fee disclosure in the prior year and had understood it; 44% said they had not read it; and 7% said they...

A report suggests, “The need to maintain a sufficient allocation to stocks can be reconciled with the reticence to do so of the risk averse investor by moving...

But less than half are willing to do the same for better health care benefits, Willis Towers Watson learned in a survey. 

One clear point of concern in the data is the increasing number of Americans who anticipate retiring at 70 years or older than in the “traditional 65 to...

Sixty-one percent of employers that offer financial wellness programs are satisfied with their benefits program, Prudential found.

Empower identified “habits of success” that correlate with higher projected retirement income—saving in a workplace retirement plan, saving at a higher level and having a formal plan for...

A speaker at PSCA’s 71st Annual National Conference suggests reports of Americans retirement savings inadequacy are overblown and offers data to back that up.

Paying off debt is their second greatest fear, Franklin Templeton found in a survey.

The rise in lawsuits is prompting more sponsors to turn to lower-cost index funds—and could prevent them from offering lifetime income products.

While 80% of investors say their adviser discusses risk tolerance, only 50% say they bring up the subject of guaranteed lifetime income.

In addition, a CareerBuilder survey found roughly one in four workers ages 55 and older (23%) said they do not participate in a 401(k), IRA or other retirement...

Those who are contributing less than 3% to a retirement plan are on track to replace 59% of their income in retirement, whereas those who contribute 10% or...

Compared to workers who feel very ready for retirement, unprepared workers show disappointment with the retirement information provided by their employers, a survey by the Indexed Annuity Leadership...

Future retirees expect a greater monthly payment from Social Security than what current retirees say they collect, according to a survey from Nationwide.