Data & Research

Half of employees approaching retirement wish they had started saving sooner, a TIAA-CREF  survey finds.

More than three-quarters of large and midsize U.S. employers that sponsor 401(k) and 403(b) defined contribution (DC) plans say retirement readiness has become a major issue for their...

More than three-fourths of retirement plan sponsors surveyed give their plans a grade of A or B, but only 61% give their employees’ saving habits similar grades.

Robust equity market returns fueled a 10.7% asset growth across U.S. institutional investing channels during 2013, according to an analysis from Cerulli Associates.

Americans' retirement expectations were damaged significantly by the “Great Recession,” as seen in a nearly 23% drop in workers retiring early or close to their expected date.

Reduced benefits for life doesn’t sound like much of a deal, but that’s what most people opt for when they decide to take Social Security benefits early.

While participation in employer-provided 401(k) plans is strong among younger workers, data from Aon Hewitt shows many are not taking full advantage of matching 401(k) contributions.

Recent Insured Retirement Institute (IRI) research shows postponing retirement plan salary deferrals by five to 10 years can reduce total retirement income by more than 20%.

While most use pre-retirement spending, the 4% “rule” or a bucket strategy, some advisers apply more math and science to avoid commonplace mistakes in retirement account withdrawals, Russell...

Fiduciaries often cite asset leakage as a major challenge in running a 401(k) plan, but one...

Nearly four in 10 Americans (35%) intend to alter their saving and investing strategies to accommodate for the 2014 holiday season, according to a survey by Edward Jones.

More than three-quarters (78%) of nonqualified retirement plan sponsors surveyed indicated they have some concerns and...

A majority (52%) of small business owners state they are either “very” or “fairly” well prepared for retirement, according to a study by The Guardian Insurance & Annuity...

Longevity annuities could help many individuals use their retirement assets most effectively to achieve financial security, according to a new paper.

Eighty-three percent of middle-income Baby Boomers have not had any type of formal training or education about topics related to retirement financial security, a survey finds.

A majority of individual retirement account (IRA) investors polled recently by PENSCO Trust Company say they are open to learning more about alternative, non-traded assets.

Professionally managed assets of U.S. investors reached $36.8 trillion in 2013, according to a new analysis from investment analytics firm Cerulli Associates.

Baby Boomers and Millennials stand at opposite ends of the career pathway. Does this mean their retirement investments should be opposites as well?

A majority of investors (92%) surveyed by FINRA agreed they want a cop on the beat to protect investors and police the markets.

Defined contribution plan recordkeeping data shows U.S. participants are strongly committed to their workplace retirement savings programs, according to the Investment Company Institute (ICI).