Data & Research

The majority of Wisconsin retirement plan participants still do not understand the fees they pay in...

Employers sponsoring 401(k) plans use a range of employer match formulas and offer a variety of investment choices with lower fees.

A poll of 2,000 consumers in the United States finds more than four in 10 (42%) aren’t investing any assets for long-term savings or expenses in retirement.

Take three couples entering retirement with the same asset base but very different strategies for making the money last. Think you can predict the winner?

A limited group of strategic acquirers will continue to gain influence in the financial advisory industry, according to new research from analytics firm Cerulli Associates.

When choosing an adviser, consumers report placing high value on knowledge, including the type of advice an adviser provides, their education, and years of training.

PSCA’s 57th Annual Survey shows plan sponsors are increasing efforts to encourage retirement savings among employees.

Providing a matching contribution and access to an adviser were ranked by plan sponsors as the most important actions to encourage employees to save.

Just one in five retirement-age Americans can pass a basic quiz on strategies to make their nest eggs last throughout retirement.

The threat of ever-spiraling health care costs has pre-retirees running scared, Nationwide found, but they still lack an action plan.  

Commentators are questioning the accuracy of Census Bureau data that examines how well off Americans are in retirement.

Many retirement savers are focused on income guarantees and establishing a level of protection against market volatility, according to the Allianz Life 2014 Market Perceptions Study.

Pension funds globally say they intend to adopt a more proactive approach to managing their assets,...

Advisers can play a big part in helping women cope after the death of a spouse, according to New York Life Insurance Company.

Mobile-optimized sites with transaction capabilities are slowly but surely entering the retirement planning picture, according to Corporate Insight research.

They are saving more; they credit the stock market with much of their wealth; and some (29%) still worry about running out of money in retirement.

Women’s path to a financially secure retirement is filled with many obstacles, a global survey shows.

Fidelity’s fifth annual Plan Sponsor Attitudes Survey shows sponsors are most focused on participant outcomes—the first time improving outcomes has topped the list of sponsor priorities.

While 64% of Millennials say they have a financial plan, most believe they are only saving half of what they should be, according to a Nationwide Retirement Institute...

A survey from Towers Watson reveals some emerging and growing trends in defined contribution plan design, investments, fees and communications.