Data & Research

Incorporating a fixed income annuity in a retirement income account yields greater long-term wealth for an investor, and more income security, than a portfolio of equity and bond...

Three-quarters of employees in a recent poll said it doesn’t make any difference to the quality of their work whether their supervisor is on the premises or not.

Non-qualified deferred compensation (NQDC) plans continue to be widely utilized and more employers are turning to corporate-owned life insurance (COLI) to informally fund them, according to a new...

Although participation in an employment-based retirement plan increases with age, overall, the percentage of workers participating in an employment-based retirement plan decreased to 39.7% in 2006 from 40.9%...

Men and women both think they and their partners are on the same page about saving for retirement, a new study conducted by Harris Interactive for The Wall...

A new survey has found many plan sponsors concentrating not just on snagging 401(k) participants, but helping them to save enough for retirement.

A new report by the Vanguard Center for Retirement Research notes that financial literacy plays a critical role in improving 401(k) savings behavior.

Financial Research Corporation (FRC) has released a new study that reveals the retirement income market is poised for innovation and significant future growth.

Even when all other significant demographic factors were held constant - things such as age, income, gender, and education – Whites were nearly twice as likely as African-Americans...

There are disparities between retirement income for women and men and women generally have less retirement income than men, largely because of women's lower labor force attachment and...

Despite worries about estate taxes, many Americans with significant savings have not taken adequate steps to plan their estate.

It’s early yet – but football fans already have their favorites picked for the Super Bowl.

Employees are interested in receiving information geared toward their life stage on what kinds of benefits to select during their company’s open enrollment period, according to MetLife’s 2007...

Nearly half of retired adults said their expenses in retirement were what they expected, compared to about 30% who said they were more than they expected.

A new study provides more evidence that auto plan features – particularly auto enrollment at plans with $10 million or more in assets – have quickly become the...

It is generally thought that competitive pressures bring out the best in us, that we come with our best “game″ when we know that that is what it...

Women’s confidence in their ability to retire with a comfortable lifestyle has remained low and has not changed since 2004, with only 23% claiming to be very confident...

As the 401(k) plan becomes 'the new retirement superpower,' attention has turned to the weakness of the plans and is leading to 401(k) version 2.0, a research report...

Boomers, though arguably the most prosperous generation in American history, face mounting demands on their financial resources from both their adult children and their aging parents.

A new Vanguard analysis based on its 2006 defined contribution recordkeeping data finds concerns about participants’ plan participation, savings, and investing behaviors.