Data & Research

Does educating participants on savings behaviors and investments have an actual, measurable effect that can drive better retirement outcomes?

Two in five retirement plan participants polled said employers should give employees “a slight nudge” in encouraging them to save for retirement.

Nearly eight in 10 (78%) workers feel personally responsible for retirement savings, according to the LIMRA Secure Retirement Institute, and the percentage climbs higher among retirement plan participants.

Military members have significant financial concerns and seek protection from potential abuse, according to a recent survey by The National Foundation for Credit Counseling (NFCC).

Many Americans have concerns about finances, particularly whether they are saving enough for retirement, according to a new survey from The Harris Poll.

Defined contribution retirement plan sponsors in the health care industry are becoming more proactive in their efforts to help employees adequately prepare for retirement.

The cost of generating retirement income increased over the last year, according to a new BlackRock analysis, but market gains have helped retirement savers stay on track.

Research from Schwab Advisor Services shows registered investment advisers (RIAs) are enjoying their best growth since at least 2006, when Schwab launched its annual RIA Benchmarking Study.

Failure to communicate effectively with clients and their families will likely damage a financial adviser’s long-term business success, according to the Financial Planning Association (FPA).

Two-thirds of independent financial advisers believe Republicans will gain control of the U.S. Senate in November, according to a new Financial Services Institute (FSI) poll.

A majority of Americans lack confidence in their ability to manage personal financial issues, with more than a quarter (26%) wishing they didn’t have to deal with finance...

A lot can be learned about retirement plan investor behavior from the simplest of actions, according to a Putnam Investments analysis.

Employees who improve their financial knowledge have a better chance of improving the investment returns on their retirement accounts, a paper published by the National Bureau of Economic...

Women are more likely than men to be concerned about risks related to longevity during the approach to retirement, according to a LIMRA Secure Retirement Institute survey of...

Nearly one in four investors say they aren’t sure why they haven’t sought professional financial advice, a survey shows, and an equal number feel advice is too expensive.

The number of cash balance retirement plans has increased, according to a report from Kravitz, Inc.

There are more than 40.3 million Americans aged 65 and older, according to the U.S. Census Bureau, and many in the age cohort aren’t following traditional definitions of...

Unlike traditional individual retirement accounts (IRAs), contributions are the predominant way investors open Roth IRAs, according to a new Investment Company Institute (ICI) analysis.

Investment firms that actively mentor younger advisers are likely to gain a competitive advantage over the next decade, according to the J.D. Power “2014 U.S. Financial Advisor Satisfaction...

BrightScope released a report on the latest trends in target-date funds (TDFs) that showed that in 2013, fees declined, assets rose and new TDF series were introduced to...