Data & Research

A new research paper finds that defined contribution (DC) retirement plans, such as 401(k)s, play a growing and important role in...

More than half (55%) of Americans are in poor or fair condition when it comes to covering estimated essential living expenses in retirement, research finds.

The U.S. military population shows financial capabilities that outstrip national norms, a survey from the Financial Industry Regulatory Authority (FINRA) finds.

Analysis from the Center for Retirement Research (CRR) shows strong equity returns and modest housing price increases since 2010 have done little to improve most Americans’ retirement outlook.

Research from Cerulli Associates shows the registered investment adviser (RIA) channel growing at a much stronger rate than all other advisory business models.

A new survey from TIAA-CREF finds women are less confident than men that they are saving an adequate amount for retirement.

Many self-employed people expect their savings to fund their retirement—but 40% are not saving regularly and 28% are not saving at all, a survey found.

A research paper examines the benefits of moving from a defined benefit (DB) plan to a defined contribution (DC) plan.

Research from the Investment Company Institute (ICI) shows a strong majority of Americans owning individual retirement accounts (IRAs) have developed a sophisticated retirement income strategy.

Involving family members in retirement planning brings peace of mind, according to a survey on how families approach future financial needs.

Data from the quarterly Allstate/National Journal Heartland Monitor Poll reveals many Americans are falling behind on key retirement savings goals.

Access to financial planning and financial wellness resources is important to enjoying a comfortable retirement.

A new survey finds a positive attitude about retirement positively affects savings habits and results.

Financial services consultants expect 18.5% of assets under management in 2016 will come from outsourced chief investment officer (OCIO) engagements, up from 12% in 2012.

Millennial women show strong interest in personal finance but often lack the confidence to take action alone on investment decisions, a study shows.

Research from Cerulli Associates, a Boston-based research and analytics firm, shows retirement rollover contributions to individual retirement accounts (IRAs) reached $321 billion during 2012.

A paper published in The Journal of Retirement argues that asset-allocation glide paths popularized in target-date funds (TDFs) fail to deliver superior end-point wealth.

A new research paper shows that the impact of using a mark-to-market accounting method for valuing pension liabilities will have a negligible effect on companies.

Participants in employer-sponsored retirement plans are prepared to reduce 401(k) account contributions to mitigate worries over health care expenses, the Mercer Workplace Survey finds.

Higher education institutions across the U.S. are enacting plan consolidations and refining features to drive down costs, a Transamerica report shows.