Data & Research

A new study revealed 18% of the U.S. work force may retire within the next five years.

Employees are learning more about retirement through social media, a survey found.

A new study has identified common practices for plan success in defined contribution (DC) retirement plans around the world.

Increased wealth and an expanded presence in the workplace have not helped married affluent women to feel more confident about investing and long-term financial planning.

Sixty-five percent of workers recently polled participate in a 401(k), IRA, or other comparable retirement plan, down from 67% last year.

Fees may no longer be the loudest voice in retirement plan discussions, said panelists at the PLANADVISER National Conference in Orlando, Florida.

Women are making progress when it comes to greater engagement in the family finances beyond simply budgeting for daily household expenses, according to Fidelity Investments’ fourth “Couples Retirement...

Retiring with mortgage debt is becoming much more common.

Generation X employees are more concerned than their younger and older counterparts about having enough saved for retirement, according to a new study by LIMRA.

Traditionally, benefit plan committees oversaw administration, investments—everything to do with sponsoring and administering an employer-sponsored plan.

Another higher education institution has moved to a sole recordkeeper model for its 403(b) plan.

Plan sponsors have learned their roles for Act I of the retirement readiness program, so now it’s time for Act II.

Most American households do financial planning, but the extent varies greatly, according to research by the Certified Financial Planner Board of Standards (CFP Board).

Saving for retirement is not something people think about, and the way people communicate has changed over the years.

A new white paper looks at how plan sponsors can foster better outcomes for participants.

A ranking from BrightScope, Inc. indicates companies in the law industry have the best 401(k) retirement plans.

Morningstar's municipal credit analysts found that based on two key funding metrics, the state of Wisconsin has the strongest-funded state pension plan system while Illinois has the weakest...

A recent white paper examined how improved transparency with target-date funds would help retirement plan fiduciaries better understand the funds’ holdings.

Connie Weaver of TIAA-CREF explained the science behind employee engagement, the cornerstone of successful retirement outcomes. 

A recent J.P. Morgan survey found significant gaps between plan sponsors’ intentions and the reality of how plan strategies actually unfold.