Data & Research

Automatic plan features, including do-it-for-me investments, have helped defined contribution (DC) plan sponsors.

Retirement investing is at the top of the financial to-do list for affluent Americans, according to Bank of America’s latest Merrill Edge Report.

As rising debt levels push aside retirement savings, access to financial education and advice may be part of the solution.

Merging the goals of personal and professional finances can improve a business owner’s chances of preparing adequately for retirement, a new report shows.

In support of National Save for Retirement Week,  ADP offers tips to help small and midsized business owners engage Generations X (employees  between ages 30 and 50) and...

The complexity of alternative investments prevents many financial advisers from advocating their addition to client portfolios, despite the diversity and volatility advantages alternatives can confer.

The effective retirement age for Social Security is now 70, according to a new research brief from the Center for Retirement Research at Boston College.

During National Save for Retirement Week, advisers might meet with their plan sponsors to consider advice for plan participants, who generally take positive action afterwards.

Employees, especially Baby Boomers, are facing a shortfall when it comes to their retirement savings, a survey found.

Growing levels of student loan debt could force today’s college graduates to retire more than a decade beyond the current average retirement age.

Lingering financial strains exacerbated by slow economic growth continue to push middle class workers’ priorities away from retirement savings and towards monthly expenses, according to the 2013 Wells...

Since the end of the recession, there are more older Americans in the work force, according to a recent Gallup poll.

While Americans still want home ownership, freedom from debt is more important, said respondents to a survey from loanDepot.com, LLC.

American workers believe they will be working well into their retirement years, according to a new survey.

Retirement income from private-sector retirement plans has become more common, according to a new study.

Defined contribution (DC) plans currently account for approximately half of participants’ total investable wealth, according to the Cogent Research DC Participant Planscape Study.

Older Americans’ views on retirement are changing, with fewer people seeing it as a complete exit from the world of work, according to a new survey.

Retirement plan participants may be more open to changes in the design of their plans than previously thought, according to a new study.

Young workers with small balances and owners of Roth individual retirement accounts (IRAs) are likelier than other IRA owners to make “extreme” allocations to either stocks or money,...

A best-practice defined contribution (DC) plan can provide secure retirement income at equivalent cost to a defined benefit (DB) plan, according to a new research paper from the...