Data & Research

A joint survey from four retirement industry advocacy groups, released as part of America Saves Week, finds improving macroeconomic conditions haven’t reversed widespread savings challenges.

Research from financial analytics firm Cerulli Associates shows the individual retirement account (IRA) market could surpass $9 trillion in total assets over the next four years.

Plan sponsors should factor in the needs of Millennials when designing their company’s retirement plan, says a new paper.

Nearly three-quarters of 401(k) assets are held in 5,000 big retirement plans, possibly affecting how defined contribution (DC) plans make investments, a report says.

There are personality traits of Generations X and Y that can drive retirement and financial education strategies.

A new study finds 27% of U.S. workers ages 55 to 64 say they do not know how they will use their defined contribution (DC) plan savings after...

In 2013, costs for small retirement plans decreased, while those for larger plans remained flat.

An analysis from financial analytics firm Cerulli Associates finds exchange-traded fund (ETF) use among registered investment advisers (RIAs) has grown nearly 27% annually over the past five years.

Does your employee retirement education include information about carrying a mortgage into retirement?

Overall retirement income adequacy for Baby Boomers and Generation X households improved last year.

Financial services provider Fidelity Investments finds the average 401(k) balance has continued to increase, ending the fourth quarter of 2013 at a record high of $89,300.

It’s not just large pension funds that have concerns over rising interest rates and their impact on portfolio strategies—defined contribution plan advisers are apprehensive, too.

Defined contribution (DC) plans are a critical part of the U.S. retirement system, says a research report.

Most defined contribution (DC) retirement plan participants stayed the course last year with their asset allocations as stock values generally rose over the first nine months of 2013.

Over one-third of couples disagree over matters related to money in general and retirement in particular, says a recent study.

Members of Generation X, those born between the early 1960s and the mid-1980s, have seen their retirement readiness degrade since the start of the Great Recession.

Investment management firm Vanguard reports that the average account balances for 401(k) plan participants reached a record high of $101,650 at year-end 2013.

Strong market performance helped registered investment advisers (RIAs) increase practice revenues by 18% last year, and growth prospects are good for 2014.

Accurately tracking practice metrics and documenting operating procedures are two ways firm owners can build value during the succession planning process.

In this new age of fee disclosure, it may be surprising to some that more than one-quarter (26.6%) of respondents to PLANSPONSOR’s 2013 Defined Contribution (DC) Survey do...