Data & Research

Passive exposure will grow to 37% of adviser-managed holdings by 2020, research found.

Many participants have an incorrect view about what they will get from a target-date fund (TDF).

The investment allocation of individual retirement accounts (IRAs) varies according to several factors, but the difference between genders is minimal.

Nearly four in 10 adults say they are “not too” or “not at all” confident they will have enough income and assets for retirement.

Employers and employees face two main obstacles for retirement saving: tough economic times and ineffective education.

Arnerich Massena has published “In Search of a Recordkeeper: Fiduciary Best Practices.”

The mass affluent are expressing less anxiety about retirement and health care costs than they did six months ago.

Retirees across all income groups are collecting more retirement income from employer-sponsored retirement plans than in the mid-1970s.

Defined contribution (DC) plans could improve participants' retirement outcomes by adopting practices of defined benefit (DB) plans and other institutional investors.

Seventy percent of people surveyed in Europe and the United States believe workplace retirement plans are “somewhat” or “extremely” important.

More than a third of Americans could live at or near poverty in retirement, according to Wells Fargo’s annual survey on retirement planning attitudes and behaviors.

The goals and designs of defined contribution (DC) plans are evolving as defined benefit (DB) plans are increasingly replaced.

 Despite being more concerned than men about the potential risks they face in retirement, fewer women complete basic retirement planning activities.  

Risk parity is an alternative form of portfolio management that allocates capital based on the underlying risk of asset classes, rather than anticipated returns.

Despite being younger than others, on average, workers at tax-exempt health care organizations have saved more for retirement ($50,000 vs. $33,000).

Most investors ages 21 to 50 remain focused on saving for retirement, according to an online survey conducted by Harris Interactive on behalf of T. Rowe Price.

 Risk management remains top of mind as registered investment advisers (RIAs) pursue a strategic mix of products.   

 Using the Internal Revenue Service’s (IRS’s) required minimum distributions (RMD) as a withdrawal strategy does almost as well as traditional options and outperforms the 4% rule.  

 While more than half of plan sponsors offer target-date funds (TDFs) in defined contribution (DC) plans, only half of them use TDFs as the default.  

 AllianceBernstein has found that whether plan participants consider themselves “active” or “accidental” investors, they give target-date funds (TDFs) praise.