Data and Research

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.

Advisers and providers will help defend against fee challenges, but it is important to point out that the providers’ obligation is actually to make disclosures, not warrant that...

Financial literacy, a detailed plan, and owning appropriate products to financially protect their families can boost confidence.

Data from the PLANSPONSOR DC Survey indicates there were only slightly more 403(b) plans with investment expense ratios in the upper extremes than all DC plans, even among...

J.P. Morgan suggests ways retirement plan sponsors can help participants improve outcomes in a low-return environment.

The cost of purchasing retirement income products is much lower than a few months ago, BlackRock data shows.

In the wake of the financial crisis of 2008, public pension plans made several reforms including benefit cuts, and increases in the age and tenure required to claim...

There were fewer near-retirees that lost their jobs than anticipated, and among those that did, there were offsets to wealth reduction, a study suggests.

This is a shift from an emphasis on fiduciary risk in fund selection, a study finds.

A new analysis by several well-known economists warns of severe economic consequences related to income inequality; but there are also positive findings about capital distribution and retirement savings. 

Nearly two-thirds (65.4%) of employees reported difficulty in paying student loan debt, a survey found.

A GAO study found many older Americans are having Social Security payments reduced in order to pay off student loans.

For many Americans, needing help with the management of finances at some point during retirement is not a matter of if, but when, according to Fidelity Investments.