Data and Research

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.

However, contributing to an emergency fund and saving at least 10% for retirement are two of the most challenging practices.

Even though only 8% of Americans believe Millennials are doing a good job at saving, a study by Merrill Edge finds they are saving more than their generational...

Despite Americans’ concerns about being able to afford retirement, more than half of those surveyed (51%) do not include retirement in their long-term financial goals.

On average, white adults ages 50 and older have three sources of income for retirement, compared with two sources each for older African Americans and Hispanics, a survey...

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.