Data & Research

Defined contribution plan sponsors intend to improve company contributions, automatic features, and usage of Treasury Inflation-Protected Securities (TIPS) funds, according to a new report.

Seventeen percent of respondents to a recent TD Ameritrade survey said the recession of 2008-2009 forced them to delay saving and investing for retirement.

A review of the Form 5500 filings from 2008 confirms what even the most casual pension observer knows.

Seventy-one percent of those participating in a recent poll believe Baby Boomers should be encouraged to work past normal retirement age.

A new Harris Poll finds 22% of those surveyed pledging to save more for retirement,with 40% planning to save more overall in 2011.

Workers recently polled by AXA Equitable Life Insurance say they anticipate retiring at 61–four years later than in previous generations.

A new Deloitte survey underscores the extent to which sponsors are increasingly aware of their responsibilities to helping participants save for retirement.

Of the 14.8% of employers suspending their 401(k) match in recent years, 39.3% have restored them, and another 37.8% are planning to do so in the next six...

With mixed November market results, 401(k) participants continued to transfer funds from fixed income investments into equities, according to the latest data from the Aon Hewitt 401(k) Index.

Sixty percent of workers who only have a high school diploma report being offered a 401(k) or similar plan by their employer, compared to 78% of workers with...

In a survey examining investor behavior, MFS Investment Management clarifies what makes “fearful” investors act the way they do and ways an adviser can help.

As the first wave of Canada's Boomer generation turn 65 years old in 2011, only 23% are concerned about having enough savings, according to the 21st Annual RBC...

The Fidelity poll found that of those who named saving more for a long-term goal as a top resolution, 53% said they will save more for retirement in...

People who spend time with a financial professional report saving two to three times more than their peers who do not, according to a study from the ING Retirement Research...

Research from the Principal Financial Group finds business protection is the number one business priority of company owners, surpassing health insurance.

A Hartford Financial Services Group survey finds a striking sense of pessimism about the quality of life respondents are expecting in retirement.

In its second annual survey on New Year’s resolutions, Allianz Life found that more Americans would rather enlist the help of a financial “trainer” than a physical trainer in...

Despite predictions for higher global equity and commodity prices, and a stronger U.S. dollar for 2011, Bank of America Merrill Lynch also forecasts a much weaker recovery than...

Consulting firm kasina has published a report examining the methods asset managers should use to sell to registered investment advisers (RIAs).  

A report from Aon Hewitt suggests that Generation Y workers (ages 18 to 30) may be most at risk for not having enough savings in retirement, despite having...