Data & Research

For the vast majority of family financial decision makers, paying for college ranks far above saving for future medical expenses or retirement, according to a study from MassMutual.

According to the Employee Benefit Research Institute (EBRI), participation of workers in individual-account 401(k)-type plans, which had grown sharply through the 1990s, leveled off from 2005-2009. 

The portion of full-time workers ages 21‒64 who participated in an employment-based retirement plan remained stable at 54.5% in 2010, according to the Employee Benefit Research Institute (EBRI).

Four in ten pre-retirees between the ages of 56 and 65 who took Metlife’s “Retirement Income IQ” quiz believe that they will...

In an Edward Jones survey, 34% of Americans said they don’t know what percentage of their savings they will need to withdraw annually in retirement to maintain their...

A joint report from the Insured Retirement Institute (IRI) and Cerulli Associates concludes that variable annuities can provide advisers flexibility in creating a retirement income strategy for clients....

A recent survey from Allianz Life Insurance Company of North America found that 51% of non-retirees are questioning if 401(k), 403(b), and 457 plans are adequate ways to...

Vanguard research on diversity and retirement saving and investing shows that automatic employee enrollment into company 401(k) plans raises participation for all racial and ethnic groups.

Vanguard research shows that returns of a balanced portfolio, 50% equity/50% bonds, have been statistically equivalent in times of economic recession or expansion since 1926.

Bill McInturff, a partner at polling firm Public Opinion Strategies, told a group of reporters that it is upsetting and unsettling to see that a lack of confidence...

Investor optimism has plummeted according to Wells Fargo/Gallup poll, which found two in three investors are feeling a loss of control in their efforts to build their savings. 

The Profit Sharing/401k Council of America found that of the 820 companies that participated in the survey, less than half have an automatic enrollment feature.  

Transamerica Retirement Services is releasing results from its national "listening tour" with third party administrators (TPAs), which aimed to identify the top five marketplace issues for TPAs.  

MSCI’s 2011 Global Asset Owners Survey, “Back to the Future of Risk Management,” found 80% of institutional investors are currently using stress tests. 

The Aon Risk Maturity Index found a positive relationship between the maturity of an organization's risk management framework and its financial performance.

Research from the Center for Retirement Research at Boston College found both low- and high-income workers benefit from employer-sponsored defined contribution plans. 

Results from the Mercer Workplace Survey show U.S. retirement benefit plan participants are dramatically more pessimistic about their economic expectations than just one year ago.

A significant number of financial professionals plan to ramp up their retirement income planning practices over the next few years, according to a study from the Principal.   

Since 2010, the use of technology for investment information has risen dramatically, according to a survey by Hearts & Wallets.

Life insurance coverage is at its lowest point in more than five decades, according to a research project undertaken by Genworth Financial and the University of Virginia.