Data & Research

The Retirement Confidence Survey (RCS) from the Employee Benefit Research Institute (EBRI) has consistently found a relationship between the level of participants’ debt and retirement confidence.

Americans’ confidence in their ability to afford a comfortable retirement has recovered somewhat from the record lows of the past five years, according to the 24th annual Retirement...

While most Americans understand the importance of saving for retirement, they have trouble making it a priority.

Retirement plan participants’ savings rate is the most important factor for ensuring successful retirement savings outcomes.

The overwhelming majority of clients feel their advisers are serving their best interests and meeting fiduciary responsibilities, according to research from the Insured Retirement Institute (IRI).

Defined contribution (DC) plans outperformed defined benefit plans significantly during the fourth quarter of 2013 and during the whole year, according to a recent analysis.

Most American workers spend less time per year managing an individual retirement account (IRA) than it takes to choose a restaurant on a special occasion, according to an...

Traditional broker/dealers are considering more direct, digitally enhanced advice models to meet competitive demands, according to a new analysis from research and analytics firm Cerulli Associates.

The funded status of pension plans showed an improvement in February compared with figures from January, says a new analysis from Russell Investments.

Group pension buyouts experienced strong sales during 2013, says a new survey.

The expectations of institutional investors are predicted to remain positive during 2014 and beyond, says a new survey.

Employees have a high interest in getting help with selecting the right household Social Security claiming strategy.

A research paper shows that over half of participants with a 401(k) under Vanguard are invested in a target-date fund (TDF).

More than one-third of employees are not prepared for retirement, says a new survey.

Retirement readiness improved for Baby Boomers and Generation X households during 2013, says a new report.

A new analysis from the Investment Company Institute (ICI) shows a vast majority of traditional individual retirement accounts (IRAs) are opened with rollovers from employer-sponsored retirement plans.

A new analysis from the LIMRA Secure Retirement Institute shows many older workers have balances left in old employers’ retirement plans that may not be receiving adequate attention.

Fourth quarter 2013 data for defined contribution (DC) plans administered by MassMutual shows savings and investing improved for different demographic groups.

A survey shows Millennials are not quite as committed to saving for the long term compared to their Generation X and Baby Boomer counterparts.

A new analysis from investment intelligence firm Strategic Insight shows plan sponsors have enhanced key features and processes within their retirement plans over the last several years.