Data & Research

More than half of high-net-worth Americans (59%) lack confidence in their advisers’ ability to help manage health care costs in retirement.

A research paper from Russell Investments explores the impact of adding "real assets" to a defined contribution (DC) plan menu.

U.S. workers and their employers have different views about whether employees will have to work for income in retirement.

A report from Financial Finesse detailing employee communications received online and to its call center shows increased concern about retirement preparedness.

Women have distinct challenges and special needs when planning for retirement.

A majority of advisers (93%) surveyed said they felt the need for more education on retirement income planning.  

Among benefits most directly related to economic security, employers with 50 or more employees are most likely (96%) to offer 401(k) or 403(b) retirement plans.

Most advisers who offer retirement income services said they had adjusted their business to do more retirement income planning over the past year, a study found.  

The Merrill Edge semi-annual survey of mass affluent investors, especially younger ones, shows belt-tightening amid heightened financial anxiety.  

Study finds high-net-worth investors confident in advisers, who are also "bullish" about market.  

Americans appear to be unprepared financially to live into their 70s, 80s and 90s, according to Northwestern Mutual’s Longevity & Preparedness Study.

Between 2005 and 2009, the rate of poverty among American seniors rose as they aged.

More than three-quarters of middle-income Americans (76%) between the ages of 50 and 69 say they are sticking with their jobs because they want to.

The U.S. Government Accountability Office (GAO) has concluded that defined contribution retirement plan approaches in other countries may be beneficial to the U.S.

The annual Trustees report on the financial health of Social Security Trust Funds says funds will be exhausted by 2033, three years sooner than projected last year.

Conventional wisdom about how high-risk stocks perform compared with low-risk ones is completely wrong, a study found.  

Older Americans aren’t that literate when it comes to finance, which could have a negative impact on their ability to plan successfully for retirement.

  Savvy broker/dealers need to start understanding how to win the next generation of investors, an industry analyst said.   

 Large plans make up a significant majority of defined contribution (DC) assets.

According to the 2011 Wells Fargo Retirement Plan Sponsor Survey, 50% of companies have not measured their employees’ retirement progress.