Data and Research

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.

Women who take breaks early in their careers face a potential retirement savings shortfall of up to $1.3 million dollars, research finds.

But, for the worst off states, counties and cities, four options exist to improve their situations, the study says.

A study of retirement savers in the U.S., UK and Ireland found those in the U.S. are more confident about retirement as well as financial wellness.

Student loan payments are preventing Millennials from making several investment decisions and life choices, with 38.7% saying they’ve had to delay retirement saving.

Making matters worse, women spend, on average, 70% of this income on health care.

An analysis from the Society of Actuaries finds plans with lower discount rates actually had lower unfunded liabilities.

The increased visibility and flexibility of gig work in everyday life has brought contingent workers into the spotlight, along with their desire for better access to retirement savings...

Researchers found that letters provided to individuals in Germany about their expected pensions led them to increase their private retirement savings.

One of those factors is having employee benefits to help cover unexpected expenses.

Although nearly half (48%) of those surveyed who have worked with a financial adviser chose one outside of their workplace, that trend is shifting, TIAA finds.

The majority would sacrifice some pay for workplace access to guaranteed retirement benefits, a survey finds.

NerdWallet suggests a higher savings rate than the currently recommended 15% of income in order to make up for lower annual average market returns.

Millennials, for example, are more bullish about the market, but less confident about their own retirement prospects.