Data and Research

Although more Millennials than other generations reported having a written financial plan, some of their immediate money habits do not coincide with long-term planning, Charles Schwab finds.

443 plan sponsors were surveyed throughout May 2017 in the latest report. 

According to a survey by the American College of Financial Services, 74% of respondents failed a 12-question retirement income quiz.

BMO has issued a report giving details on participation rates, deferral rates, account balances and more.

A survey finds Millennials are more concerned with financial security over their smartphones, vacation time or cars. 

Asset managers are taking the next steps in TDF innovation and many are eyeing strategic beta for higher returns and lower risk.  

DC plan participants also continue to contribute and mostly keep their investment allocations the same.

Having a financial wellness program is becoming a must for employers wanting to stay competitive, says a recent Charles Schwab survey of corporate executives.

Plus, the use of automatic features has increased over the past 10 years, a Vanguard study reports.

A survey by Franklin Templeton Investments finds that Americans are nearly equally as concerned with short-term market volatility as they are with meeting their long-term retirement goals. 

People aspire to a more active retirement lifestyle, and staying in good health can help achieve their goals.

A survey also found U.S. investors rank long-term care and health care costs as their biggest threat to financial security in retirement.

According to an MFS survey, just four in 10 women are confident in their ability to address financial concerns and just one-third of women surveyed are confident they'll...

Using the smoothed assets as allowed and smoothed bond rates require by current law to discount the liability, the 2014 total funding target liability for single-employer plans of...

Looking at the U.S. specifically, the shortfall of retirement savings needed is growing at a rate of $3 trillion each year, and will reach $137 trillion by 2050,...

Their contributions rose by $8.5 billion.

More people in the youngest age cohort say they plan to rely on Social Security for retirement income.

LIMRA data shows total assets of buyout products were nearly $99 billion at the end of the first quarter 2017, nearly 11% higher than first quarter 2016.

However, for older Millennials, taking on too much student loan debt is their top regret.

Forty percent of young people surveyed said this debt is forcing them to delay saving for retirement.