Data & Research

Investors in loaded mutual funds underperform their own funds' reported returns by three times as much as no-load fund investors even though the load investors are paying for...

Families with college-bound children who work with a financial adviser are on their way to being able to pay 47% of their college costs – significantly better than...

Three-quarters of high net worth (HNW) individuals point to retirement planning as their most important financial activity – calling the process “absolutely essential″ or “very important,″ a new...

The cost of true love, like so many other things, continues to rise, according to a new survey.

Just over one in 10 American workers (11%) said they plan to cut back their retirement plan contribution rate as part of a general belt-tightening during the holiday...

Sixty-nine percent of defined contribution plan sponsors use an investment management consultant, according to a new survey.

Participants using an advice product in 401(k) plans administered by Schwab Corporate&Retirement Services earned an average 3% higher return than those who did not, according to new data.

Automated retirement plan features such as automatic enrollment are driving up 401(k) plan participation rates at U.S. companies, according to Diversified Investment Advisors, Inc.

This week, PLANSPONSOR’s November issue will start arriving in the mail (and, with a little bit of luck and time, online).

In one year, the number of employer clients offering at least one auto-savings tool, automatic enrollment or automated savings increases, nearly tripled to more than 30,000, according to...

Nearly half (40.5%) of widows say they rely on financial advisers for investing advice, more than double any other female demographic group, according to The OppenheimerFunds, Inc. 2007...

Baby Boomers appear to be talking more with their adult children about family finances than with their parents, a new study says.

Think you know what it takes to be a top-ranked college football team? Think again.

About twice as many U.S. households own mutual funds through tax-deferred accounts – employer-sponsored retirement plans, IRAs, and variable annuities - as own funds outside such accounts, according...

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.