Data and Research

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...

PSCA Executive Director Jack Towarnicky outlines scenarios for which Roth accounts could be beneficial for defined contribution plan participants.

The top three retirement risks Gen Xers are most concerned about are changes to Social Security, high health care costs and running out of money.

They view it as a hedge against rising health care costs, longevity risk and market downturns.

Sixty-five percent have not budgeted for unforeseen health-related expenses.

EBRI says more families are placing themselves at risk of running short of money in retirement due to their increased likelihood of holding debt while in retirement.

Seventy-nine percent believe that by the age of 80, a comfortable retirement will be a thing of the past, and 70% say that is because they are unable...

A report from Hearts & Wallets also reveals the market for existing income management tools for new retirees is 3.5 million households.

Research reveals that less than half of sponsors believe that employees are solely responsible for their own retirement savings and investing decisions, but greater than three-quarters of participants...

Expenses are cited as the main reason why they are failing to save anything, Bankrate.com found in a survey

Seventy-eight percent of missing participant account holders are employed—meaning they could have a new retirement plan to which they could roll over their stranded balances, according to a...

Seventy percent of female financial advisers say women are underserved

A new survey shows many Americans are flatly unaware that they can use their health savings account assets accumulated in their working years to pay for health care and...

A study also learned that while 53% of respondents said they planned to become caregivers, many are unprepared for the financial implications of taking on such a role.

Employer contributions and loans are also prevalent, a Brightscope/ICI report says.

An in-depth review of the results of the latest BlackRock Defined Contribution Pulse Survey show the largest plan sponsors continue to push for the most progressive best practices...

The agency also offered suggestions for rollovers by participants in foreign retirement plans.

According to the firms, the “one wallet” approach provides employees with a holistic view of their overall wealth and health when electing their workplace benefits.