Data & Research

The key to satisfaction with a formalized financial plan may simply be to write one, a new Spectrem Group research report shows.

Retirement plan advisers can assist people after retirement with rollovers and sensible spending strategies, a Vanguard paper said.

The first half of 2013 saw little change in saving and withdrawal activity among employer-sponsored defined contribution (DC) plan participants, an Investment Company Institute (ICI) study found.

It can improve participants’ portfolio construction, asset allocation and also participant outcomes. So what should advisers tell reluctant plan sponsors about auto re-enrollment?

The number of hedge funds employing lockup periods during which investors must wait to reclaim assets shrunk in recent years, according to research from eVestment.

U.S. households are showing the same reluctance to take on investment risk that they did after the 2008 financial crisis, a study found.

Retirement plan participants need more education about contribution deferral limits, according to a recent survey.

A new study by John Hancock found that employees’ biggest retirement-related concern is the financial risk of rising health care costs.

The right metrics and valuation strategy can help defined contribution (DC) plan investment committees cut through the complexity of evaluating target-date fund (TDF) performance.

A new survey by Aon Hewitt revealed that employers are boosting efforts to help their employees save for retirement.

U.S. workers hold almost half of their investable assets in low- or no-return cash strategies, potentially jeopardizing retirement readiness in an effort to avoid risk.

Automatic plan features, including do-it-for-me investments, have helped defined contribution (DC) plan sponsors.

Retirement investing is at the top of the financial to-do list for affluent Americans, according to Bank of America’s latest Merrill Edge Report.

As rising debt levels push aside retirement savings, access to financial education and advice may be part of the solution.

Merging the goals of personal and professional finances can improve a business owner’s chances of preparing adequately for retirement, a new report shows.

In support of National Save for Retirement Week,  ADP offers tips to help small and midsized business owners engage Generations X (employees  between ages 30 and 50) and...

The complexity of alternative investments prevents many financial advisers from advocating their addition to client portfolios, despite the diversity and volatility advantages alternatives can confer.

The effective retirement age for Social Security is now 70, according to a new research brief from the Center for Retirement Research at Boston College.

During National Save for Retirement Week, advisers might meet with their plan sponsors to consider advice for plan participants, who generally take positive action afterwards.

Employees, especially Baby Boomers, are facing a shortfall when it comes to their retirement savings, a survey found.