Data & Research

Long-term 401(k) participants took a big hit to their accounts in 2008 but otherwise enjoyed an average 31.9%-advance in 2009, according to a new study.

Across all income groups, retirement income from employer-sponsored retirement plans is more prevalent among retirees today than in the mid-1970s, according to an Investment Company Institute (ICI) study.

Asked how often they formally evaluated their DC provider, larger programs were again this year noticeably less likely to say they did so on an annual basis.

A new report suggests that workplace retirement plan participation is down, but better than it has been in the past decade. 

While concern over healthcare costs in retirement is the top answer in a recent Edward Jones’ poll, the percentage has shrunk from the last time the poll was...

The majority of American retirees see their children and grandchildren being unable to participate in the “American Dream” and afford retirement, according to a poll conducted by Protect...

Fifty-eight percent of more-affluent investors with investable assets of at least $200,000 cited emergency expenditures as the primary reason for keeping a portion of retirement savings in liquid...

After two years of contraction, hiring in the asset and wealth management industry rebounded in 2010, and compensation is set to show modest gains, according to a new...

Employer matching contributions are the biggest motivating factor for employees to participate in their 401(k) plan, according to a new Charles Schwab study.

Ninety-two percent of millionaires have not abandoned the stock market, with 43% currently engaged in moderate to heavy buying or selling and 49% waiting for the right opportunity...

Compensation in the asset management industry is rebounding after two difficult years, according to a review by Greenwich Associates and Johnson Associates.

Between late June and late August 2010, approximately 35,000 survey questionnaires were sent to defined contribution (DC) plan sponsors from the PLANSPONSOR magazine database, as...

The Bank of America Merrill Lynch "401(k) Contribution Activities Scorecard" for Q3 2010 found modest improvements in participants’ saving behavior, but also record levels of loans and hardship...

Relying on a financial adviser outside the plan was the preference for 37.5% of the roughly 6,000 plan sponsor respondents to PLANSPONSOR’s annual Defined Contribution...

In a study about charitable behaviors of high-net-worth households, Bank of America Merrill Lynch found that giving is as important as before the recession, but many are giving...

Pre-retiree participants who continuously held a 401(k) plan with Fidelity Investments for the past 10 years more than doubled their account balances, according to a Fidelity news release.

Forty-six percent of 50 to 60 year olds have a target retirement date or age in mind, 38% have a target nest egg in mind, and 34% have...

More than one-third of Generation X and Y (Gen X/Y) investors surveyed by MFS Investment Management say their need for advice has increased since the downturn.

To mitigate retirement savings losses from the economic downturn, more workers would rather work for a few extra years rather than trying to live on a tighter budget.

After two years of resolving to do better with their finances, Americans are putting relaxing and having fun at the top of their New Year’s resolutions list.