Data & Research

The Congressional Budget Office (CBO) is projecting Social Security will run deficits every year until its funds are eventually drained in about 2037.

As the economy gradually recovers, some workers are feeling more comfortable about retiring now, compared to this time last year, according to a CareerBuilder survey.

The Wells Fargo/Gallup Small-Business Index found nearly two-thirds (64%) of respondents said they worry about putting enough money away for retirement.

A MetLife study set out to assess how plan sponsors are balancing "retirement savings" and "retirement income" in their plan design; MetLife found most are still focusing on...

An Aon Hewitt survey reveals that just 38% of employers are confident that workers are taking accountability for their financial future, down from 43% in 2010.

The State Street Investor Confidence Index shows investor confidence fell 3.3 points globally from December to January.

Bankrate’s January "Financial Security Index" poll finds many Americans feel less comfortable with their finances now than they did 12 months ago.

The percentage of investors that own exchange-traded funds (ETFs) has increased, while the percentage owning mutual funds has decreased over the past four years, according to a recent Cogent Research...

The "mass affluent," Americans between ages 35-54 years old with $50,000-$250,000 of investable assets, show a noteworthy lack of confidence in financial well-being.

The SPARK Institute released a draft of updates it intends to make regarding information-sharing best practices for 403(b) plans and has asked for comments. 

An Employee Benefit Research Institute (EBRI) study finds some Americans who were on track for a comfortable retirement are now at risk of running short because of the...

The first wave of Boomers, those born between 1946 and 1955, are entering retirement with 12% fewer assets than they had four years ago.

Research from Hearts & Wallets finds retirees struggling to understand how they should use money from various sources in retirement. 

A recent Charles Schwab survey indicates that men seek financial help less often than women, and also report making more financial mistakes.

A BNY Mellon/Finadium study found many retirement plan sponsors are reducing the benefits they offer or looking to rebalance funding between employers and employees.

An SEI Advisor Network  survey found nearly one-third (30%) of advisers said they are "optimistic" heading into 2011; however, only 3% of advisers said their clients felt the same. 

The Internal Revenue Service’s “Saver’s Credit” is available to low-to-middle income workers who are saving for retirement, yet very few workers who may be eligible know it exists.

Ninety-four percent of Americans are hoping to manage their money better this year, according to an ING survey. This is slightly higher than the global average; 89% of...

The vast majority of households surveyed by the Insured Retirement Institute and Cerulli Associates say they are unfamiliar with annuities or have no opinion of them at all,...

A third of those responding to a new survey worry about outliving their retirement nest egg, but only one in five plan to buy an annuity or other...