Data & Research

Roth IRA balances grew at twice the rate of traditional individual retirement accounts (IRAs) between 2010 and 2012, according to a new analysis from the Employee Benefit Research...

Market volatility and questions about interest rates have brought asset allocation and portfolio management to the forefront for financial advisers, according to a Fidelity Investments survey.

About a quarter of working Americans have a nest egg balance of zero, according to a survey from COUNTRY Financial, due in large part to stagnant wage growth.

More employers are recognizing employees need financial education programs to help them deal with financial challenges.

American's retirement readiness levels are not as bad as some predictions make them out to be, according to a Towers Watson report.

Some plan sponsors are unsure about best practices for handling uncashed retirement plan benefit checks, but a new paper aims to help.

Nearly three-quarters of Americans do not know that a 529 plan is a college savings tool, according to the annual 529 Plan Awareness Survey from financial services firm...

The glide path of a target-date fund (TDF) should reach its landing point at the investor's actual retirement date, according to a new BlackRock study.

Employees are recognizing that their financial vulnerabilities are most likely resulting from factors they can control rather than external factors such as the economy or stock market, a...

Target-date funds are the most popular asset allocation strategy, especially for women, according to data from MassMutual’s Retirement Services Division.

Showing plan participants how well and how much their best-performing peers save is highly motivating, Putnam Investments finds.

More corporate and institutional clients are seeking investment consultants and financial advisers with expertise in liability-driven investing (LDI), says a report from Cerulli Associates. 

Average investors are showing renewed confidence and have set aggressive investment targets, according to Natixis Global Asset Management, but outlooks for retirement remain depressed.

Whether their plan is soliciting requests for proposals (RFPs) or not, plan officials have the fiduciary duty to understand how their service providers’ Web offerings match the competitions’.

It remains a critical challenge for financial services firms to recruit and retain more women, according to a recent survey from the Insured Retirement Institute (IRI).

Do-it-yourself (DIY) retirement plan investors are falling behind their peers in meeting certain objectives, suggests a study from Guardian Life Insurance Company of America.

Many women are still facing financial challenges due to the economy, which are impairing their retirement readiness and outlook.

Survey results from the LIMRA Secure Retirement Institute (SRI) indicate that in-plan guaranty features are growing in number and in assets.

Members of Generation Y (also known as Millennials) are struggling to reach financial security, but that doesn’t mean financial services firms can afford to overlook them.

More workers are satisfied with their retirement benefits now compared with five years ago, but satisfaction with other benefits has declined, according to professional services firm Towers Watson.