Data & Research

Reports from HealthView and Transamerica show people want policymakers to work on shoring up Social Security now.

Millennial 401(k) participants do not believe they can count on Social Security or guaranteed income sources.

Asset growth is led by an increase in holdings in IRAs and 401(k) plans.

Experts from Wealth Enhancement, summarizing a recent survey, say Americans are still optimistic about retirement in the long run.

According to a white paper from the firm, employers should customize benefits for a ‘transitioning to retirement’ workforce.

Most pension trackers reported that equity markets performed well in August but were offset by an increase in liabilities.

J.D. Power finds digital channels are often lacking for participants.

A study of global pension systems also suggests that workers should be required to join 401(k)s and other retirement programs.

Accenture, fresh off its partnership with TIAA, says scale or specialize.

The Senior Citizens League projects next year’s cost-of-living adjustment on a day when the Consumer Price Index rose 2.5% over...

What advisers need to know about Solo 401(k)s and SEP IRAs.

Many public sector employees face unexpected expenses, leading to increased DC plan loans and credit card debt.

Cogent Syndicated by Escalent finds a jump in rollover intent among respondents interested in an IRA; a Human Interest survey,...

Fidelity’s 401(k) and IRA ‘millionaires’ are at record levels on strong markets and contribution, but separate surveying reveals millionaires still suffer...

Morningstar revealed that investors prioritize personalized financial advice and goal-based planning.

While middle-class Americans dream of an ideal retirement, they are increasingly anxious about financial security, according to Transamerica’s latest report.

A growing disparity exists between employee expectations and the salary and support companies plan to provide, according to a new...

A consumer focus group run by Hearts & Wallets found increased interest for in-plan retirement income annuities—though often for ‘someone...

Passively managed assets in defined contribution retirement plans have increased their market share three years in a row, according to...

Small employers in states with mandates may gravitate toward private market plans for factors including plan design and the perceived...