Data & Research

Advisers believe the market is due for a pullback and the economy remains fragile, according to WealthManagement.com’s Advisor Confidence Index.

A recent Deloitte survey found employee retirement readiness continues to be a top priority among more than three-quarters (78%) of 401(k) plan sponsors.

The demand for managed accounts is increasing as plan sponsors seek to provide participants with more customized solutions, Fidelity Investments says.

A six-year analysis of small businesses’ retirement plans by Fidelity Investments shows both sponsor and participant commitment during the recession.

Service providers for defined contribution plans have increasingly taken on responsibility for the plans.

About half of retirees (49%) carry debt into retirement, says a survey conducted last month by Securian Financial Group.

An ICI research report on defined contribution (DC) participants’ activities found that the majority continued to save in their workplace retirement plans in 2012.

Registered investment adviser (RIA) assets are expected to account for approximately one-quarter of industry asset marketshare by the end of 2014, according to Cerulli Associates.

If there’s a magic number that helps people feel optimistic about a successful retirement, it’s half a million, according to Maritz Research.

Many Gen Xers are on the right track to reach retirement, according to a study from the MetLife Mature Market Institute.

EBRI research suggests people who own more than one type of retirement plan are more likely than others to invest a higher percentage in equities.

 Americans are on track to replace 61% of their current income in retirement, according to the third annual Lifetime Income Survey by Putnam Investments.   

Only 30% of 401(k) plan participants said they “paid attention” to the fee disclosures they received last year, according to the quarterly Wells Fargo/Gallup Investor and Retirement Optimism...

April 24, 2013 (PLANSPONSOR.com) – What is financial literacy and how does it impact employers’ retirement plans?

Although nonretired Americans' optimism surged from -8 in November to +38 this spring, retired Americans' optimism only saw a slight increase, from -5 to +7.

Three-quarters of people prioritize long-term planning over short-term performance, a study found.

The number of women interested in learning about financial planning, retirement planning and investing has nearly doubled since 2006, Allianz Life finds. 

An analysis from the American Society of Pension Professionals & Actuaries (ASPPA) shows retirement savings tax incentives benefit a majority of workers. 

Five years after the financial crisis, Main Street investors remain pessimistic about their finances and don’t feel wealthy enough to require financial advising services.

Cash balance plans are growing in popularity and could overtake 401(k) retirement plans within the next few years, according to research from Sage Advisory Services.