Data & Research

Roth participation is more than twice as high among 401(k) participants hired after the Roth introduction than among those hired before the Roth introduction.

They make major investment decisions, understand investment products and are interested in learning about financial matters. An Allianz Life study examines women, money and power.

More retirement plan sponsors are looking to simplify their plans' investment menus.

A white paper from RidgeWorth Investments scouts a number of fixed-income strategies to counter rising interest rates. 

Harmonization of rules for broker/dealers and RIAs could more than double compliance costs for independent RIAs in the first year of implementation—with little benefit to clients, a survey...

Time and resource management were named as key challenges to participating in the multi-billion dollar micro- to small-plan retirement market, a survey found.

Research about individuals’ views about retirement and saving for retirement offer opportunities for retirement plan advisers.

The three common risks of retirement—longevity, inflation and the risks of the marketplace—need to make room for a fourth one, according to Alison Salka, corporate vice president of...

Different workplace experiences and employee benefit histories are causing a divide between early and late Baby Boomers regarding their financial security and outlook on retirement.

A new report from Aon Hewitt says participation in defined contribution (DC) plans is at an all-time high.

When someone says defined contribution (DC) plan, most people think of 401(k)s or 403(b)s; other DC plans do not get as much attention.

On average, members of Gen Z expect to be living on their own by age 21, according to the 2nd Annual...

There are many factors that contribute to how much retirement income a plan will generate, according to a new analysis.

When it comes to using automatic features for defined contribution (DC) plans, employers should understand the importance of robust defaults for...

Employees are less confident about retirement, and expect to work longer and retire later, a survey finds.

A new survey found that target-date funds (TDFs) with different asset allocations deliver similar retirement savings outcomes.

Over half the respondents in a survey said they would consider switching or starting a new adviser relationship if the adviser developed a written retirement income strategy.

Employers can do many things to empower their employees for financial wellness and retirement readiness, according to new report from Bank of America Merrill Lynch.

A new study by the Employee Benefit Research Institute (EBRI) quantifies the impact of a sustained low-interest-rate environment on employees’ retirement readiness.

Roth IRAs skew toward younger contributors, according to a report from the nonpartisan Employee Benefit Research Institute (EBRI).