Data & Research

New findings from the Employee Benefit Research Institute (EBRI) suggest that lower-income workers are more likely to reduce their deferral rate if the tax break for contributions to...

Eight in ten advisers at broker/dealers and insurance companies say the idea of being an independent registered investment adviser (RIA) is appealing, according to a Schwab survey. 

In the 9th Annual MetLife Study of Employee Benefits Trends, over 60% of Baby Boomers indicate they are behind in saving for retirement.

Employees have disparate preferences when it comes to benefits communications, indicating a need for a multi-faceted approach, MetLife found.

The composition of a company’s employees are more of an influence on whether an employer-sponsored plan is available than the size of the company, according to the Investment...

Women are increasingly making their own decisions about how to invest money, and are more likely to use advisers than men, according to Mintel, a market research firm. 

A survey from The Principal finds that non-qualified deferred compensation (NQDC) solutions continue to be viewed by employers and participants as a valuable benefit.

In its “Advisor Assets in Motion” report, Cogent Research found nearly 50% of advisers are not winning as many rollover assets as they could be.  

The Employee Benefit Research Institute (EBRI) found men and women are equally likely to say they (and/or their spouse) have saved for retirement or are currently saving for...

Vanguard research shows that defined contribution (DC) savings for most participants continued to grow over three- and five-year periods, even during the turbulent years of 2008–2009.

 MFS Investment Management's Investing Sentiment Survey found several disconnects between what advisers think investors feel, and what investors are actually feeling. 

A survey from Capital One Bank found that more than one-third (37%) of Americans plan to spend all or part of this year’s refund.

Seventy-nine percent of respondents to a Charles Schwab poll cite charitable giving as a priority, outranking a surprising number of other priorities.

Fifty-five percent of plan sponsors say they have no plans to adopt automatic enrollment in 2011, according to a recently released survey.

3(21) limited scope investment advisers are used more frequently than 3(38) outsourced investment advisers, according to a Grant Thornton survey.

Russell Investments' quarterly Financial Professional Outlook found 75% of advisers predict 2011 to be a year of substantial growth.  

Half (51%) of advisers agree that having a fiduciary standard is an “extremely” or “very” big differentiator when attracting new clients, according to ByAllAccounts, Inc., an account aggregation...

The majority (55%) of Gen Yers have not started to save for retirement, and fewer than a quarter (21%) are actively planning for retirement, according to Scottrade.

Many Americans believe that those who work for the government get better retirement benefits than those in the private sector, a recent survey shows.

Thirty percent of plan sponsors hope to reinstate previously eliminated or reduced matching contributions during 2011, according to a study.