Data and Research

According to “Retirement Plans for Institutions of Higher Education,” nearly half of institutions are sponsoring a 401(k) plan.

Advisers will increasingly choose technology platforms to deliver advice, and insurance product pricing may become more like mutual funds, Cerulli Associates anticipates.

The demand for index funds played a part in the decline, says ICI.

Average all-in plan fees are down for both small and large retirement plan sponsors, according to the latest edition of the 401k Averages Book.

Despite their fears, few women have talked to loved ones or a financial adviser about long-term care plans and costs.

Instinctive decisionmakers admit their retirement savings habits are not ideal, and they agree that one-on-one meetings are the best way for them to receive information.

More than one-third of Millennials haven’t even started saving for retirement, and more than half of Gen X has less than $10,000 set aside, according to new research...

More than eight in ten did so with the help of an adviser.

The updated Wells Fargo/Gallup Investor and Retirement Optimism Index pins investor confidence at the lowest level in nearly two years.

Increased employer contributions are still insufficient to cover growing unfunded liabilities.

Managed account adoption has grown as employees face greater market uncertainty and employers look for ways to attract and keep top talent.

According to an IRI study, about three-quarters of Generation X doubt they will have enough money to support themselves throughout retirement.

A report from JP Morgan provides hard data about expected health care costs in retirement.

Financial Finesse found employees in a financial wellness program that engaged more with a financial professional rather than just using online tools made more progress.

Half are positive about their financial futures, up from 46% a year ago.

Many fear that less-than-ideal health, particularly in one's older years, could derail retirement savings.

Disparities by income, race, ethnicity, education, and marital status are growing, a report says.

The majority of Americans think saving for retirement today is more challenging than it was for their grandparents, in part because investing is more complex.

They are too focused on short-term performance and fees, MFS finds.

Retirement readiness outcomes will in part depend on service member actions.