Data and Research

As laid out by a Finhabits report, very few workers save for retirement unless their employer offers them a retirement plan; as a result, only 30% of small-business...

Data shows that only 20% of people 65 and older were in the workforce in 2016, yet 56% of workers plan to continue to work, at least part-time,...

Perhaps since the first five years of their working lives is the time period respondents to an American Century survey have the most regret about saving for retirement,...

Investors are more likely to blend live and digital sources of advice, a survey found.

However, there is confusion about how to get this additional income stream.

Among all respondents to a Fidelity Investments survey, 43% plan to increase their retirement savings by 1% or more of their salary next year.

However, around one-third say employer-provided benefits will be most important to them within the next 10 years.

A Lincoln Financial Group study revealed little participation rates in governmental defined contribution plans, compared to 401(k) and 403(b) plans.

This is setting their retirement savings back, with many investing in cash.

In addition, a survey finds, some Baby Boomers delayed retirement because they were facing significant health care costs.

This is true for members of administrative and investment committees alike.

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.