Data & Research

A study indicates employers may be offsetting their matching contributions to manage cost increases from automatic enrollment into defined contribution (DC) retirement plans.

Developing sophisticated segmentation and sales strategies is critical to growing business with registered investment advisers (RIAs), according to new research by kasina.

The amount of assets invested in ’40 Act alternative funds, also known as liquid alternatives, could double by 2018, according to a study released by mutual fund industry...

An analysis of the adequacy of retirement systems shows while the United States has fallen behind internationally, there are ways for it to improve.

New fee transparency regulation, along with a number of widely publicized fee-related litigation cases, helped drive costs related to retirement investment account administration to record lows this year.

Plan sponsors can go a long way toward reducing leakage from defined contribution (DC) retirement plans.

Several factors have created a retirement funding gap that is estimated to be as high as $6 trillion, said panelists in a discussion at BlackRock.

Nearly three out of four workers likely to be focused on retirement savings have access to an employer-sponsored retirement plan, according to an updated study released by the...

Fewer investors are contributing anywhere near the maximum to retirement accounts, which means an opportunity for advisers to educate plan participants about investing during a tough economy.

Nearly three out of four workers likely to be focused on retirement savings have access to an employer-sponsored retirement plan, according to an updated study released by the...

Households without employer-sponsored defined contribution (DC) plans or individual retirement accounts (IRA) had lower incomes and paid less taxes than peers with access to such plans, a study...

Three out of four advisers employ at least one social media platform to engage clients and pursue new business, according to a recent Putnam Investments survey.

Small companies (10 - 499 employees) face retirement plan coverage and participation, as well as employee retirement readiness, challenges, a report suggests.

An increasing portion of the work force is older than age 60, but this is not negatively affecting workforce productivity.

Advisers who include corporate services and executive benefits as part of their standard offerings to executive-level clients are better able to win the right to also manage those...

Participants want advice they can trust, often feel they can’t afford it and take positive action when they get it, a survey found. 

A new survey has found that some are still skeptical about the value of online education.

Fiduciaries of defined contribution (DC) retirement plans are becoming increasingly challenged to carve out time for their responsibilities and are looking at outsourcing some of them, according to...

Describing Millennials as the “lost generation” when it comes to retirement planning, Financial Finesse has released its third annual report on the state of U.S. employee retirement preparedness.

Whether a person will have to live on less after he turns age 65 depends on his income before 65, research indicates.