Data & Research

A quarterly analysis from BlackRock finds the cost of purchasing lifetime income units increased significantly in the last 12 months, putting pressure on pre-retirees planning for life after...

Retirement plan sponsors surveyed repeatedly expressed frustration with regulatory complexity and concern about greater worker mobility.

A strong majority of companies with 401(k) plans have adopted automatic enrollment and other steps to ensure workers receive the full employer matching contribution, according to Aon Hewitt.

A majority of Americans surveyed admit that saving for retirement is not their top priority.

Nearly nine in 10 households oppose any action by the government taking away the tax advantages of DC retirement accounts.

Advisers should look to Millennials—even those who haven’t yet become wealthy—as the next promising and uncrowded market, a survey by TD Ameritrade says.

Baby Boomers will be pleased to know that cognitive aging does not necessarily hamper financial decision-making, a study says.

PLANADVISER announced today the winners of the second annual Advisers’ Choice Awards, to be handed out at its annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner. The event will be...

About one in 10 plan sponsors replaced their target-date fund/balanced fund manager in 2014.

Hispanics work harder to secure their financial futures, compared to the general population, according to a MassMutual survey.

An increasing number of employers are broadening the types of financial and retirement planning resources they offer employees.

Non-traditional families living with additional members in their households report a positive living situation, but feel financially burdened, according to a study by Allianz.

Retirement plan participants say they want their retirement benefit statements to include an estimate of lifetime income.

Recent research supports the argument against investors reacting to every market turn and for solutions that...

The American Academy of Actuaries evaluated how well public and private retirement systems—and proposals to reform them—meet the needs of participants, sponsors and other stakeholders.

After remaining level for the previous year, investors expressed rosier outlooks in the fourth quarter, according to a survey by John Hancock Financial.

Research from Cerulli Associates predicts the combined asset marketshare of independent advisers will surpass that of wirehouse advisers by 2019.

Nearly half (49%) of respondents to the 6th annual New Year’s Resolution Survey from Allianz Life Insurance Company of North America say health/wellness is the most important focus...

Plan sponsors should look at Generation X as a segment distinct from Baby Boomers or Millennials, says Weber Shandwick in its new study.

Widely misunderstood and often not well represented, annuities still attract a lot of interest because they represent what most people desire most: fixed guaranteed income for life.