Data & Research

While the top two income tiers of Americans approaching retirement have comparable assets, those classified in a new study as affluent are still focused on accumulating assets and...

Almost three-quarters of employees (71%) and half of retirees (50%) said they were very concerned about their long-term financial future, according to the latest Principal Financial Well-Being Index.

A survey from AARP Financial has found Californians over age 50 report being overwhelmed with too many choices, turned off by complex prospectus language and not sure who...

A recent study has found that lesbian, gay, bisexual and transgender (LGBT) baby boomers have more concerns about long-term care in retirement than the general population.

About a third of eligible employees stayed on the retirement savings sidelines instead of joining their workplace plan, according to new Vanguard Group data.

A joint survey from Americans for Secure Retirement (ASR) and the Latino Coalition has found that 70.9% of Hispanic adults have less than $5,000 saved for retirement.

Employees are concerned about the effect greater benefit costs will have on their retirement savings, a survey found.

The average employee needs to contribute an additional $11,400 to their retirement savings – or 21.2% of pay - annually to get back on track to having a...

Women ages 21 to 64 have a slight edge when it comes to saving for retirement in an employer plan, according to a new study.

A new study from the Investment Company Institute (ICI) shows that 401(k) plans, originally perceived as a supplement to worker pensions, now have more than twice as many...

Little thought bent toward retirement

Nearly four in 10 (38%) of the chief financial officers (CFO) in a recent survey said their firms expected to add 401(k) automatic enrollment programs as a result...

A survey conducted by Towers Perrin immediately following President Bush's signing of the Pension Protection Act (PPA) found more employers are likely to maintain their defined benefit pension...

A recent study, "Spending and Investing in Retirement" by LIMRA and the Society of Actuaries offers insight into how people determine they are ready to retire and how...

A new survey finds that retirees are most concerned about the impact of the investment markets and an unexpected medical issue on their post-career standard of living.

Most employers (80%) consider the company-sponsored defined contribution retirement plan to be the primary vehicle for their employees' retirement income, but almost half (43%) are concerned that their...