Data & Research

The majority (54%) of surveyed employees reported satisfaction with their company’s retirement program.

When asked what most concerns them in the long-term future, two in five (41%) surveyed workers expressed concern over saving for retirement, their child's education, or other large,...

If they lost their job, more than a third (34%) of those participating in a recent poll said their rainy day fund would last a week or less.

Americans with a written financial plan from an adviser are more likely to include health-care costs as part of their retirement planning, according to a new survey.

Large U.S. companies have made changes to the investment lineups of their defined contribution (DC) plans, according to Watson Wyatt.

A study from asset management consultant kasina found that most sales and national accounts professionals experienced total compensation declines ranging from 10% to 30% in 2008.

Whether an investor is a pessimist or optimist might also indicate how prepared he is for retirement, according to research from Fidelity Investments.

Vanguard said the diversification of target-date funds helped cushion the blow of bad markets.

The largest proportion of participant assets in plans administered by MassMutual's Retirement Services Division is in equities (38.7%) versus stable value options (31.7%) during the second quarter of...

A survey commissioned by financial services company USAA found that most Baby Boomers plan to keep their traditional individual retirement accounts (IRAs) intact.

Results from the Employee Ownership Foundation’s 18th Annual ESOP Economic Performance Survey found that 88.5% of ESOP companies outperformed the stock market in 2008.

The number of employers planning to reinstate a matching contribution to 401(k) plans has increased in the past two months, according to the latest research from Watson Wyatt.

Affluent investors are dismal about their short-term financial situation, but many are turning to advisers for help.

An analysis of 401(k) data by Fidelity Investments has identified behaviors hindering savings for workers at different life stages.

Americans held $13.4 trillion in retirement assets at the end of the first quarter of 2009, accounting for 33% of all household financial assets in the United States,...

Despite fears that participants would flee their workplace retirement savings plan during the worst of the 2008 market turmoil, many defined contribution participants did nothing at all.

While many homeowners are spending less or paying down debt, others are experiencing inertia about making changes.

Thirty-eight percent of surveyed employers reported their employees cut the amount of their retirement savings in 2009, while 12% also saw an upswing in opt-outs from automatic enrollment...

A new survey found that in addition to reducing 401(k) contributions, employers are looking to cut cost by negotiating fees with their providers or advisers.

While moving to independence is easier for advisers than ever before, it’s still not exactly easy.