Data & Research

More Americans realize they aren’t on track to meet retirement income needs, according to Northwestern Mutual, but the country as a whole is struggling to address longevity risk.

Plan sponsors in hospitality and leisure businesses may face the biggest challenges in retirement plan participation, according to the ADP Research Institute.

New analysis from Fidelity Investments shows the average balance of its client’s 401(k) accounts reached $88,600 during the first quarter of 2014, boosted by automatic plan features and...

Roth 401(k) plan features are gaining in popularity, Aon Hewitt research finds.

More than half of retirees say they have withdrawn funds from retirement accounts, usually to cover short-term expenses, without a strategy in place to mitigate longevity risk.

Defined contribution (DC) plan participants seem committed to keeping their savings in tact as DC accounts make up a growing percentage of U.S. retirement assets.

A new analysis from Putnam Investments, reviewing years of income replacement projection data, finds many retirement savers missed out on recent market surges due to low equity allocations.

Human capital is a key factor in asset allocation, says David Blanchett of Morningstar Investment Management.

Data does not suggest a strong connection between increases in contribution limits and the creation of new retirement plans, according to a U.S. Government Accountability Office (GAO) study.

Nearly three in four Americans (73%) say they are not more inclined to invest in the stock market, even after a stellar 2013, according to new research from...

Nearly half of American workers feel stressed about their finances, says a new Principal Financial Group analysis, although worry seems to diminish among those seeking professional advice.

Increasing health care costs are predicted to exceed the Social Security benefits of middle-class American retirees, new research finds.

A new study from the Financial Planning Association's (FPA) Research and Practice Institute finds financial advisers are not completely in control of their time and business operations.

Almost half of investors say they need investment advice, want an adviser they can trust and do not understand how the compensation works, according to Cerulli Associates.

A study by the National Association for Retirement Plan Participants (NARPP) finds a low level of financial literacy among retirement plan participants.

The most effective way to increase participation in retirement plans is to provide all workers with access to one and automatically enroll them, a research report suggests.

Employees who invest in target-date funds (TDFs) through their employer-sponsored defined contribution (DC) plan feel more confident about meeting retirement goals, says a new study.

Generation Y and Millennial workers are taking responsible actions for their financial future.

More multiemployer pension plans have a favorable projected funding status for 2014.

Investment consultants polled for an annual PIMCO survey voiced near-unanimous support for the use of alternative investments, especially in custom target-date and target-risk strategies.