Data & Research

Increasingly complex market trends will make it impossible for financial professionals to dabble in the retirement space, a new report says.

Despite the volatility of the stock market in the first quarter of 2009, most plan participants made no changes to their retirement savings investments, The Vanguard Group observed.

African Americans in Washington, DC, are twice as optimistic as the general U.S. population that their financial situation will improve over the next year, but most say they...

Most participants are pretty confident about their investment diversification—but a new survey suggests that confidence may be misplaced.

At a time when some complain that the 401(k) plan has lost its effectiveness as a retirement savings vehicle, a new academic study suggests many participants can actually...

A Watson Wyatt survey found that workers aged 50 to 64 are much less confident they will have enough to retire than they were two years ago.

More than 300 years before ERISA, Americans enacted the nation’s first pension law.

As the recession has taken a heavy toll on many retirement nest eggs, just more than half of working adults ages 50 to 64 said they may delay...

A study by the Employee Benefit Research Institute (EBRI) found plan demographics affect individual participant contribution rates and target-date fund investment choices by participants.

Plan sponsors might need to better utilize advisers in order to ensure that participants are getting the full benefits from target-date funds, a new study found.

Three in five Americans (59%) said that, compared with 12 months ago, they are more concerned about the robustness of their income in retirement.

This year, many Americans are holding off on vacations.

Front-line workers apparently aren’t the only ones putting off their retirement—executives may likewise be sticking around, in part because of the down economy.

Almost half (43%) of workers who left their jobs in the first quarter of 2008 still had not moved their 401(k) assets a year later, according a Charles...

Consumers are more concerned about short-term security than long-term financial goals, according to a survey sponsored by Securian Financial Group.

Do you spend a lot of time at a desk or hauling around a bulging briefcase? If so, you might want to try these tips.

Those who are committed to saving money and take a disciplined approach to spending are better prepared for the down economy, according to a study by HSBC.

Seems as though lately everyone wants to 'fix' the 401(k), but a new whitepaper suggests a different take.

Securities America said a survey of its advisers showed they are proactive during these challenging times.

Americans feel less confident about paying for health-related expenses in retirement.