Data and Research

Employees could use education about cash management, a survey shows.

Research warns that current retirees had much less control over their own date of retirement than anticipated, implying plans to work beyond the average retirement age are generally...

Cerulli finds that the number of custom institutional multi-asset-class solutions added over the past year “has risen exponentially, even if growth of client assets under management is more...

The report presents a comprehensive package of bipartisan proposals to address inability to access workplace retirement savings plans; plan leakage; and the risk of outliving retirement savings among...

Ninety percent of Millennials and Gen Xers said they would be comfortable talking with their employer about retirement planning.

Worldwide alternative assets exceeded $7.5 trillion as of year-end 2015, Cerulli says. 

By comparison, only one quarter of retirees in all age and income groups have debt.

The optimal asset allocation policy for most retirement savers involves diversifying between traditional pre-tax and Roth after-tax vehicles, research finds.

Research finds that nearly all state retirement systems have features that allow for preservation of retirement income benefits even for employees who change jobs.

However, FINRA’s latest national financial capability study found respondents who currently receive retirement income are the most likely to have no difficulty making ends meet.

Kravitz found a 19% year-over-year increase in new cash balance plans, compared to 2% for new 401(k)s.

Yet, retirement plan sponsors surveyed ranked regulatory compliance below investment volatility and retirement benefit costs as a top plan governance concern.

The America Saves Personal Savings Index measures “savings interest” at 65 out of 100, while “savings effort” is a little weaker, at 57 out of 100.

More Millennials than Baby Boomers are confident that they’ll reach their retirement savings goal, a survey finds.

While these are still concerns of retirees, they are not quite as anxious.

Younger and less tenured employees are more likely to satisfy the minimum diversification goal.

Inputs and assumptions were disconcerting, and action steps suggested, or lack thereof, were alarming, Corporate Insight says.

One-sixth of small business plans served by Vanguard have adopted automatic enrollment, and most chose to reenroll participants in a QDIA at conversion onto the Vanguard small business...

Fifty-one percent of Americans surveyed identified “having enough money to last my whole life” as a very big problem when they thought about living to age 100.

Research shows financial wellness and retirement education can be beneficial even for employees who are already ostensibly knowledgeable about finances.