Data & Research

A Yale Law School professor known for making waves in the retirement industry released a study arguing plan sponsors tend to establish investment menus that encourage underperformance.

The investment options are unfamiliar to a third of plan participants and the wide variety of choices is confusing, which can mean an opportunity for education and advice.

Even with stronger earnings and savings rates than the general working population, an analysis from Fidelity Investments shows many physicians face the prospect of steeply reduced income in...

While many older employees say they are delaying retirement, the delay rate is lower than in previous years, says a new survey.

Recordkeepers and other retirement plan service providers aren’t meeting client demand for online tools and reporting technologies shown to improve outcomes and ease administrative burdens.

Unprotected pensions, loss of retiree health care benefits and reduced Social Security payments worry retirees.

The United States narrowly holds its spot among the top 20 nations globally in its capacity to meet retirement security needs and expectations.

Retirement specialist advisers are more successful than other consulting segments at earning high client satisfaction ratings and increasing key retirement readiness metrics, new research shows.

During “America Saves Week,” plan advisers can help their plan sponsors turn up the savings to better prepare for retirement.

A joint survey from four retirement industry advocacy groups, released as part of America Saves Week, finds improving macroeconomic conditions haven’t reversed widespread savings challenges.

Research from financial analytics firm Cerulli Associates shows the individual retirement account (IRA) market could surpass $9 trillion in total assets over the next four years.

Plan sponsors should factor in the needs of Millennials when designing their company’s retirement plan, says a new paper.

Nearly three-quarters of 401(k) assets are held in 5,000 big retirement plans, possibly affecting how defined contribution (DC) plans make investments, a report says.

There are personality traits of Generations X and Y that can drive retirement and financial education strategies.

A new study finds 27% of U.S. workers ages 55 to 64 say they do not know how they will use their defined contribution (DC) plan savings after...

In 2013, costs for small retirement plans decreased, while those for larger plans remained flat.

An analysis from financial analytics firm Cerulli Associates finds exchange-traded fund (ETF) use among registered investment advisers (RIAs) has grown nearly 27% annually over the past five years.

Does your employee retirement education include information about carrying a mortgage into retirement?

Overall retirement income adequacy for Baby Boomers and Generation X households improved last year.

Financial services provider Fidelity Investments finds the average 401(k) balance has continued to increase, ending the fourth quarter of 2013 at a record high of $89,300.