Data and Research
Study Finds Retirement Calculators Not Tax Efficient
Higher Education Institutions Generous With Retirement Contributions
Asian Americans Need More General Financial Education
Sponsor Demand Dramatically Shapes Fund Fees
Institutional asset owners are increasingly skeptical of revenue sharing and are relentlessly pursuing lower fees within defined contribution plan investment menus.
Bills, Low Income and Debt Hinder Retirement Savings
Retirement Planning Apps Equally Important to Millennials and Boomers
Study Finds Small Business 401(k) Fees Top 2%
Biggest Retirement Fear is Inadequate Savings
Lowest-Earning Households Have Dimmest Retirement Prospects
Only 29% of Families on Track to Reach Their College Savings Goal
Americans of All Ages Are Worried About Retirement
Sponsors Need to Educate Participants About Managed Accounts
‘Empty Nesters’ Not Saving Enough for Retirement
Parents are failing to save additional money left over after their children become financially independent, according to a study by the Center for Retirement Research at Boston College.
Participants Interested in Retirement Plan Information on Social Media
403(b) Plan Sponsors Focusing More on Outcomes
Most Americans Concerned About Health Care Costs in Retirement
More than half of Americans in varying age groups are concerned about health care expenses in retirement, according to a survey by financial services firm Edward Jones.
Fidelity Survey Finds 401(k) Plan Sponsors Focused on Fiduciary Responsibilities
Plan sponsors are seeking retirement advisers who can consult on plan design and performance, with an all-time high of 86% of sponsors having made plan design changes in...
DC Plans Dominating Not-for-Profit Market
However, still more not-for-profit employees have access to DB plans than do for-profit company employees.
Retiree Health Care Cost Estimates Reach Record Level
Couples retiring in 2016 can expect to spend $260,000 on health care in addition to long-term health coverage in retirement, according to research by Fidelity.