Data and Research

Total average savings rates and account balances reached record levels in Q1 2017, according to research by Fidelity.

The aging of the workforce is not just a U.S. phenomenon—and the global trend will impact investment returns for a long time to come. 

Research suggests timing the market reduces returns every year, but Millennials are making these decisions at an alarming rate.

Still, 34% of non-retirees say Social Security will be a major source of retirement income, a Gallup poll finds.

A study found 12% of Generation Z (ages 14 to 21) are already saving for retirement.

The majority plan to use refunds to pay down debt.

“A critical part for employers is understanding how life events impact a person’s total well-being and engaging employees with the right benefit to the right person at the...

A majority of people believe they have plenty of knowledge about retirement planning, but only 33% of these people passed a quiz on ways to make their nest...

“Current and future taxpayers are paying for the choices of prior administrations to extend generous benefits and/or not properly fund their plans,” a report from Conning says.

Those who are worried about not having enough money throughout their retirement has declined.

Twenty percent of pre-retirees have not completed any retirement planning activities, a study found.

LIMRA finds reactions were “mixed” among small-business owners regarding Connecticut’s forthcoming program offering state-administered retirement planning to private-sector employees. 

A survey of financial executives finds that most highly value the financial stability of their workforce as a critical component to a successful HR management strategy.

They prioritize one day owning a home and saving for retirement, yet more Millennials are saving to travel than for either of these two goals.

A majority of parents are unaware of options that can help, a survey finds.

Research findings show Social Security benefits and retirement income from employer-sponsored retirement plans, annuities, and IRAs together provide substantial income for U.S. retirees.

Only 50% of investors who work with a financial adviser are certain whether their adviser is a fiduciary, while 38% don’t know if their adviser is a fiduciary...

However, they may not be saving enough to reach this goal, according to Hearts & Wallets' analyses.

Asked "Which of the following describes a 401(k)?" fewer young Millennials chose the correct answer than other age groups.

Researchers found that for those born in 1960, there is a $130,000 gap in benefits between the highest and lowest socioeconomic groups.