Data and Research

Among retirement account-owning households expressing an opinion, nearly all have favorable opinions of 401(k) and similar retirement accounts.

Employers are also looking for a platform/hub partner to thoughtfully integrate their benefit initiatives.

In the U.S., private sector workers who are pre-retirees are slightly more likely to be highly satisfied with their current financial situation than their UK counterparts, but at...

More than half (55%) of respondents to a T. Rowe Price survey said an additional 30 years of life would be “both a blessing and a curse.”

However, nationally, average spending for households with people between the ages of 65 and 74 declines with age.

However, many have tapped into their retirement savings to help their families out.

Account balances in multiemployer DC plans have grown, and the funded percentage of multiemployer DB plans has improved, a study shows.

A new Spectrem Group report finds 43% of DC plan participants would consider transferring outside assets to the provider if they were aware of the providers’ full range...

Americans are feeling unprepared for retirement but are willing to take steps to ensure more financial security later in life.

One year after a re-enrollment, the ‘stick’ rate of investment in the default fund remains high, even when some participants partially opted-out, Vanguard found.

A large majority of households that are currently receiving a Social Security benefit already get at least three-quarters of their income in the form of annuities, from Social...

Different scenarios mean investors may need to save 25% of income to achieve retirement goals due to low expected equity returns and longevity, a research report finds.

More than half have retirement accounts, but many are heavily indebted and borrow against their assets.

The average balance was $92,500 at the end of the fourth quarter.

In 2013, Medicare covered 62% of the cost of health care services for Medicare beneficiaries ages 65 and older, while out-of-pocket spending accounted for 13%, and private insurance...

Retirees who based their retirement decision on eligibility for employer benefits or other employer incentives seemed to be enjoying retirement more than retirees with other motivations, and they...

Although older Millennials feel most confident in their retirement preparedness, they are also planning big ticket spending, a survey finds.

A study found increased retirement savings among state citizens is correlated with reduced Medicaid expenditures.

While the gender pay gap is better in some states than others, it still indicates women need to save more than men, according to a NerdWallet analysis.

The top concern plan sponsors expressed about adding a retirement income guaranteed product to the plan was fiduciary exposure, a survey from the PSCA found.