Data and Research

Nearly three in 10 Americans of retirement age reported that lacking knowledge about personal finances caused them to lose $30,000 or more in their lifetime.

Younger cohorts are far more likely than their older peers to express hesitation and cynicism about the choices their advisers make on their behalf and are more likely...

A study found programs running for at least 10 years are more successful than those that have only been carried out for one to two years, and suggests...

Luke Vandermillen, from Principal, says everyone makes the assumption that the age at which they retire is their choice, but it may not be.

Eighty-eight percent of target-date mutual fund assets were held through defined contribution (DC) plans, ICI finds.

Forty-three percent of investors with a written plan are highly confident they are headed towards a comfortable retirement, compared to 23% of those without a written plan.

Repeat users were 12 percentage points more likely to have run a retirement projection than new users, Financial Finesse found.

The top reason Americans aren't saving more money, reported by nearly two-in-five, was having a lot of expenses, a survey found.

In addition, few workers are confident Social Security and Medicare will provide the same level of benefits to them in retirement as they do for today’s retirees.

Just four in 10 workers report they and/or their spouse have ever tried to calculate how much money they will need to have saved to live comfortably in...

The research also found participation levels and investment offerings for most plans were good.

“Our survey shows that Congress’ actions to limit state flexibility to address retirement insecurity are seriously out of touch with the will of voters,” says AARP Executive Vice...

The shift from DB plans to DC plans has resulted in a decline in income replacement rates, a study finds.

While 68.7% of Americans seem certain and assured of their retirement readiness, only 22.7% understand how their savings are invested.

Just 62% of Americans feel confident they will retire comfortably, a survey found. 

Many of the largest pension plans in the U.S. are lowering assumed long-term rates of return in light of global economic headwinds, which further contributes to declining funded ratios and...

Ninety percent want their financial adviser to help them devise a retirement income strategy, and 61% want them to educate them about income products.

And this increases among those who think they are financial novices.

The biggest financial issue on a Millennial’s mind is student loan debt, according to a new survey by Lincoln Financial.

Nearly three-quarters lowball their retirement needs, Fidelity found in a survey.