Data and Research

Among those thinking about the long term, 64% want to save more for retirement in an individual retirement account (IRA) or 401(k) plan.

Major anxiety over lack of savings, and other financial obligations may take precedent over retirement savings, a survey suggests.

 

A report from the Bureau of Labor Statistics also finds the overall employer cost for providing DC benefits was $0.70 per employee hour worked in private industry.

Some say they are attempting to deflect health care costs in retirement by taking negative steps including spending less on groceries, delaying seeking treatment for illnesses and skipping...

In addition, two-thirds (66%) are not confident in selecting investment options.

A study finds women face higher health care costs in retirement than men, with fewer resources.

However, a survey finds they are managing bills and debt.

While a majority of plan sponsors are hedging interest rate exposure using LDI strategies, many are also turning to lump-sum distributions to reduce the absolute size of pension...

In addition, more savers are leveraging HSAs as a tool to increase overall retirement savings, an analysis suggests.

Though retirement is Americans' No. 1 priority, a survey found 66% think investing is complex and confusing.

Changes made to the CPS in response to reports of inaccuracies in gaging income led to miscalculations in reporting the amount of employees engaged in employer-sponsored retirement plans,...

The GAO suggests regulators re-evaluate eligibility age requirements, vesting policies and whether to allow plan sponsors to require employment on the last day of the year to receive...

A survey found two-thirds of those who save consistently think they are saving enough to provide themselves a comfortable retirement.

A new report by Bank of America Merrill Lynch credits Millennials to the increase in employee enrollment and contribution in retirement savings plans.  

Fidelity recommends that individuals regularly monitor their mix of stocks, bonds and cash in their 401(k), but not make changes driven by short-term market volatility or other economic...

The number of defined benefit pension plans increased by 1.6% in 2014; however, defined contribution plans remain the dominant retirement plan type.

This year’s Melbourne Mercer Global Pension Index looks at countries’ preparedness for an aging population and suggests steps to bolster the U.S. retirement system.

Plan sponsors cited several challenges to implementing retirement income solutions including a lack of one-size-fits-all choices, and the complexities of explaining these vehicles to participants, a new survey...

Nearly three-quarters of retirees surveyed experienced at least one financial shock.

One in four Baby Boomers have less than $5,000 saved for retirement, a study finds.