Data & Research

Financial constraints are also causing many to delay a wide number of major life events.

They want safety from market volatility, and they don’t think Social Security will be there for them.

Only 36% of advisers provide guidance on Social Security, Senior Market Sales says.

On average, they started saving for retirement at age 26.

Retired and non-retired investors equally confident, a Wells Fargo/Gallup survey finds.

Unconfirmed assumptions often appear to underlie a reluctance to retire.

The funds need broader asset allocation and open architecture, according to the investment firm.

More younger savers have increased their retirement contribution in the past year.

A recent survey looked at the reasons retirement plan sponsors do not use automatic plan features.

Only 7% of plan sponsors answering a J.P. Morgan survey have previously conducted a re-enrollment.

Financial wellness may be retirement’s next frontier, with heightened focus and greater interest in bringing programs to the workplace.

It’s not only plan participants that are prone to inertia. Plan sponsors, too, can find it a challenge to step up their retirement plan designs.

The proposals include universal retirement accounts and a change to the treatment of tax incentives.

Just how much they would help depends on several factors, EBRI finds.

Retirement plan participants seldom engage in too-frequent or inappropriately coordinated trading.

Hispanic workers polled by MassMutual revealed a concerning lack of knowledge about Social Security.

What can retirement planners in the U.S. learn from other countries’ steps to support populations quickly skewing older?

Most Americans look for a retirement plan when considering a job offer, yet only 50% of employers offer one.

Few understand their eligibility, a MassMutual survey finds.

These separately managed investment accounts are built around each participant’s asset profile and individual circumstances.