Data & Research

While participants realize their retirement savings have taken a hit with the market downturn of the past year, they might not know just what that hit means for...

Whether participants view 2008 as a good year for earnings on their 401(k) or a bad year can depend on account balance, age, or job tenure, according to...

Almost one-fifth of advisers are considering a move to independence, according to Cerulli Associates.

Military officers are more likely than civilians to seek out independent financial advice, according to a survey funded by the Financial Industry Regulatory Authority (FINRA) Investor Education Foundation.

More than half of affluent 60-year-olds are changing their retirement plans—double the number from the same survey almost a year ago, according to Bell Investment Advisors.

As a busy adviser, it might be easy to drop by and pick up some fast food, but how many of you actually do?

The times may be troubled, the markets volatile, but advisers seem resilient.

About two-thirds of workers in a new study identified a defined contribution plan as the most important component of their retirement savings.

Charles Schwab’s 401(k) plan benchmarking data show employee participation and savings rates vary according to employer industry and employee salary level.

A new survey found 86% of executives said their shrinking retirement savings will mean working longer, with an average delay of 7 ½ years.

In the last six months, 60% of surveyed independent registered investment advisers (RIAs) reported an increase in clients, many of which are coming from broker/dealers and wirehouses.

Delaying retirement is one of several life adjustments pre-retirees are making to weather the current economic climate.

Although clear and complete disclosure of fees and costs can help 401(k) plan sponsors ensure that plan fees are not unreasonable for participants, disclosure alone is not sufficient.

Many companies are looking for ways to lower the costs of their retirement benefits while still encouraging their workers to invest wisely for retirement, according to a survey...

While media accounts may be full of reports of employer decisions to suspend their retirement plan company match contributions, 73% of DC plan sponsors in a new survey...

Parents saved less for college in 2008 than in years past, but those who received help might have fared better, according to a survey by the College Savings...

Deferred variable annuities show promise in the wealth transfer market, according to Cerulli Associates.

Market volatility in 2008 caused many investors to seek help, according to Fidelity Investments.

One potential reason why some elderly run down their assets slowly is uncertainty over their life spans, suggests an analysis by the National Bureau of Economic Research (NBER).

Generally speaking, there’s no such thing as a sure thing – certainly when it comes to investing.