Data & Research
Family Pressures Thwart Boomers’ Retirement Plans
Pressure to support adult children and/or aging parents has some Baby Boomers struggling to afford their own retirement, a survey shows.
Married Individuals More Prepared for Retirement
Married individuals are more likely than singles to have retirement savings and are also more confident in their retirement outlook.
Tax Advantages Still Challenge Investors
The ripest sales opportunities for advisers may be men and women, age 35 to 64, with incomes of $150,000 to $249,000, according to Nationwide Financial.
Youngest and Oldest Participants Most Confident
The youngest and oldest working-age adults are the most confident in their ability to retire and maintain current lifestyle, a survey found.
Gen X and Gen Y Uninformed About Investments
More than half of Generation X and Generation Y consumers admit having little or no knowledge about investments and financial products, according to a LIMRA survey.
401(k) Participants Savings More
An analysis of 401(k) plans administered by Fidelity Investments shows the average participant balance increased to another record high by the end of 2012.
Less Than Half of Couples Share Retirement Vision
Couples may share love and commitment—but they don’t seem to share ideas about their retirement.
EBRI Shares Factors That Impact Retirement Readiness
The Employee Benefit Research Institute (EBRI) has answered questions posed in a recent Senate committee hearing about retirement savings.
Asset Managers May Struggle for Growth by 2017
Investment managers worldwide are expected to grow less than 1% from net new money annually through 2017.
Asset Managers Embracing Digital Revolution
Global asset managers are cozying up to digital media for their sales and marketing strategies.
More Plan Sponsors Sticking With Providers
Win-loss survey data shows the proportion of plan sponsors remaining with the incumbent after conducting full 401(k) provider searches has continued to grow.
Americans Struggle to Save for Future
Less than half (46%) of those in households making $50,000 per year or less have a retirement plan in place.
Advisers May Help 529 Sales More Than Expected
Financial advisers may boost sales of 529 plans far more than plan assets and net sales suggest, according to a report.
Men Far More Secure About Retiring
A OneAmerica survey found that 44% of men are “confident” or “very confident” they will be able to comfortably...
Annual IRA Rollovers to Surpass $450B by 2017
The growing opportunity in IRA rollovers should be a key component of financial services firms’ strategies over the next five years.
Nearly Half Plan to Save Tax Refunds
Nearly half (47%) of Americans expect to receive an income tax refund in 2013.
Americans Support DC Plan System
Most U.S. households, whether invested in a retirement plan or not, agree that retirement savings incentives should remain a national priority.
More Account Adjustments Made After Retirement
Households are more likely to make account and investment adjustments at retirement and in the five years following, than in the five years before.
Paper Poses New Withdrawal Rate Method
Today’s low interest rate environment can take a bite out of what would normally be a sustainable withdrawal rate in retirement, Morningstar said.