Data and Research

One-half of all of all families that have retirement account assets plus home equity rely on these for more than 78.2% of their retirement savings outside Social Security....

A paper suggests special care needs to be taken to educate age cohorts about their biases to avoid investment portfolios and financial plans that are too conservative.

Additionally, 39% believe they will retire after age 65. 

Fifty-six percent say their primary retirement savings goal is to not outlive savings.

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.