Data & Research March 8th, 2016 Advisers Give Big Boost to Financial Wellness Programs Participants who engage with a financial professional have better results than those who just use online tools.
Data & Research March 7th, 2016 Overly Confident Investors May Take the Biggest Falls Can advisers predict which investors are more likely to sell in market downturns?
Data & Research March 7th, 2016 BlackRock Finds Women's Financial Outlook Is Stronger Half are positive about their financial futures, up from 46% a year ago.
Data & Research March 7th, 2016 Americans Fear Poor Health Could Derail Retirement Savings More than three quarters view ill health as the largest barrier to a secure retirement.
Data & Research March 3rd, 2016 Income Groups Show Wild Variance in Retirement Savings Retirement wealth has not grown fast enough to keep pace with an aging population and other changes.
Data & Research March 3rd, 2016 Americans Desire Advice About Saving and Investing Less than two-thirds of Americans interviewed are confident they are saving enough for retirement, down from 72% in 2015.
Data & Research March 2nd, 2016 Sponsors Too Focused on TDFs’ Short-Term Performance When selecting a TDF, many retirement plan sponsors fail to look holistically at allocation and risk.
Data & Research March 2nd, 2016 Service Members Need Nudging with New Retirement System Retirement outcome success with the new military retirement system will depend much on participants making best savings decisions.
Data & Research March 2nd, 2016 Financial Advisers Increase Retirement Income Confidence A survey reveals lessons from retirees for planning to pay expenses in retirement.
Data & Research March 2nd, 2016 Housing Debt Is Invading Retirement Research from LIMRA Secure Retirement Institute finds more Americans are entering and living in retirement with a mortgage representing their biggest source of debt.
Data & Research March 1st, 2016 More Flexibility Needed in Replacement Rate Planning Tools The GAO’s analysis of literature about replacement rates found that calculating an appropriate replacement rate can be complex.
Data & Research March 1st, 2016 Women 80% More Likely Than Men to be Impoverished in Retirement A new report finds that women have substantially less income in retirement than men.
Data & Research March 1st, 2016 Convinced They Are Right, Investors Misuse TDFs Target-date funds may not be a set-it-and-forget-it investment after all, according to a Financial Engines study.
Data & Research March 1st, 2016 Timing Is Key When it Comes to Social Security Northwestern Mutual has issued a report to help people develop a strategy.
Data & Research March 1st, 2016 Many Factors Can Set Women Back on Retirement Prep Transamerica takes a look at 16 factors making women anxious about retirement.
Data & Research March 1st, 2016 Employees Foresee Inferior Retirement Than Their Parents’ Seventy-six percent believe they will be worse off than their parents.
Data & Research February 29th, 2016 Pension Risk Transfers Topped $14 Billion Last Year LIMRA Security Retirement Institute finds five separate insurance companies reported buy-out sales above $1 billion during 2015.
Data & Research February 29th, 2016 Why Costs for Some DB Plans Are Higher Than for Others The Bureau of Labor Statistics looked into factors that affect employer's costs for DB plans.
Data & Research February 26th, 2016 Is Retirement Saving Really Crowded Out by Other Priorities? LIMRA research indicates that those who are not saving for retirement tend not to save for other reasons either.
Data & Research February 25th, 2016 Auto-IRAs a Better Solution to Close the Coverage Gap, Report Says A research brief contends that a national auto-IRA program would be more efficient at closing the retirement plan access gap than state-run programs.