Data and Research

HelloWallet found there are very few circumstances in which paying down student loans ahead of schedule leads to a higher net wealth at retirement.

Financial wellness has decreased since 2013, but employees believe they are saving enough for retirement.

Half of retirees expect to grow their non-guaranteed assets over the next decade, while another three in 10 expect to keep their non-guaranteed assets at a constant level,...

The vast majority of TIAA clients who are now retired say they feel satisfied with life after work, including practically everyone in the group of respondents who started...

More Americans are estimating a safe withdrawal rate, but at least four in five Americans remain at risk, a study finds.

In addition, a survey found, a lack of savings is resulting in delayed retirement for many Baby Boomers.

Americans are concerned that the rising cost of living will affect their retirement years, but these concerns are often overestimated.

Present bias and exponential-growth bias both affect how much people will save for retirement, a study finds.

Most respondents to a survey say that if they had a budget, they would be better able to juggle bills and retirement savings at the same time.

Conventional wisdom has it that lower-income workers should get the most out of Social Security, but that’s not necessarily the case given uneven increases in longevity across income...

Millennials, in particular, are seeking help from their employers when it comes to addressing financial concerns, a study from MetLife finds.

One-third of Americans would use extra money in retirement to pay off a mortgage or buy a dream home, a study finds.

Stress from managing debt and saving for retirement has an impact on work life, and employers are combatting the problem with financial education.

Many parents do not know how much to save for retirement.

Unfortunately, on the bottom of the list of priorities during plan reviews for both sponsors that work with an adviser (27%) and those that do not (25%) is...

There was an impressive jump in the number of Millennials saving at least 5% of their income towards retirement or other long-term financial goals during the last year. 

Retirement accounts held the bulk of target-date mutual fund assets as of the end of 2015.

Nearly 90% of the assets in target-date mutual funds and CITs are controlled by products that invest only in the proprietary funds of the series sponsor.

Access to a retirement plan helps boost individuals' confidence in their ability to retire, according to EBRI’s latest data. 

There are diverse needs among different employee groups, but emotions about financial wellness are consistent among all, a Fidelity survey finds.