Data & Research

A new report suggests health care costs will consume a rising percentage of Social Security benefits for future retirees.

A LIMRA study suggests upwards of nine in 10 young financial advisers are satisfied with their career prospects.

A recent academic research paper argues that using institutional investment consultants to make fund and portfolio manager choices is “fruitless” when it comes to driving outperformance.

Americans are on track to replace 58% of current income in retirement, and four factors can help increase that number dramatically, according to Empower’s 2015 Lifetime Income Score...

Just 17% of American workers contribute to a traditional individual retirement account (IRA), according to a survey by LIMRA Secure Retirement Institute.

Nearly half of Americans younger than 30 (49%) do not feel in control of determining their retirement date, according to the latest COUNTRY Financial Security Index survey.

Research from the LIMRA Secure Retirement Institute suggests women could use a nudge to complete certain retirement planning activities.

There’s no escaping financial stress, according to a survey by State Street Global Advisors (SSGA), which finds 60% of employees are significantly burdened by financial woes.

Assets held in employer-sponsored retirement plans increased 11.5% to reach $11.3 trillion at the close of 2014, according to Spectrem's 2015 Market Insights Report.

Research from TIAA-CREF finds Americans hold a variety of saving and investing priorities that all compete for a piece of the paycheck, from short-term savings to IRAs and...

A new paper suggests that favorable assessments of aggregate retirement readiness in the United States often rely on untested assumptions.

Nearly 40 million working-age households, or about 45% of all working-age U.S. households, do not own any retirement account assets.

Adding a financial wellness program can cut plan costs and reduce a plan sponsors’ fiduciary risk. 

Less than a quarter of wirehouse advisers control nearly half of all traditionally advised assets, says Cerulli Associates in a new report. 

Baby Boomers who have cut the apron strings for their adult kids are twice as likely to be retired than ones who haven’t, a survey finds.

An updated Allianz LoveFamilyMoney Study finds women are discussing money more openly than in the past, but they still have unequal influence on family finances compared with men.

More than half of Millennials (63%) started saving for retirement before age 25, but less than one-third are saving enough, according to a survey.

Seven in 10 U.S. investors with more than $100,000 in accumulated assets said they are not confident or are unsure they will have enough saved to fund a...

The drop in oil prices is a budget boon and could be responsible for the 21-point rise in Wells Fargo’s Investor and Retirement Optimism Index.

A study finds about half of parents are willing to delay retirement or dip into retirement savings to pay for children’s education.