Data & Research

For plan sponsors with more than 100 participants, one the most important fiduciary duties is to ensure the plan receives a quality and independent annual financial review.

Baby Boomers have good retirement savings habits, but accumulated savings may not be adequate.

A new study from the Employee Benefit Research Institute (EBRI) and the Investment Company Institute finds 401(k) plan design changes have led to substantial popularity for balanced funds,...

Eighty-five percent of advisers surveyed by LIMRA said today’s wholesalers must do more than supply products—they need to offer more value-added services and support.

Defined Contribution Investment Only (DCIO) providers will continue expanding their distribution staffs in 2015, according to new research from Ignites Retirement Research.

ICI’s latest quarterly assessment shows retirement assets account for 36% of all household financial assets in the United States.

An analysis from Hartford Funds finds U.S. investors are largely unaware of emerging digital financial advice models, and even practicing advisers don’t have much knowledge on the subject.

Some back-pocket phrases—holistic, retirement readiness and glide path—may seem tired not just to retirement plan participants, but even to retirement plan advisers themselves.

Most employees participate when offered access to a defined contribution retirement plan, but a strong majority also cite worries and ignorance about tough investing topics.

Many clients will fire an adviser that doesn’t return phone calls same day, according to research from Spectrem Group, but that’s far from the only client concern.

More investors surveyed prefer a 401(k) over a pension, and they do not want to give up control of all retirement savings actions.

Fewer retirement plans offer employer stock and fewer plan participants hold concentrated company stock positions in their retirement savings accounts, finds a new analysis from Vanguard.

An annual Fidelity survey shows just 31% of Americans are considering a financial resolution to mark the New Year, despite the positive impact such resolutions can have.

College faculty and staff are better prepared for retirement than the general population, a survey finds.

Many retirees find the retirement life brings more satisfaction and less worry than they anticipated, MassMutual says in a survey report.

Two-thirds of advisers using social media for business say it has helped them gain new clients, leading to a median of almost $2 million in new assets generated...

Paying down debt is top financial priority for American workers, followed by saving for retirement, according to a Principal Financial survey.

Target-date funds are expected to capture almost 90% of 401(k) contributions by 2019.

Lower investable assets and higher health care costs are delaying retirement for the 94% of working middle-income Baby Boomers with plans to retire one day.

EBRI finds the percentage of all families with an individual account retirement plan, such as a 401(k) plan or an IRA, has decreased.