Data & Research

Only 56% of employees eligible to participate in the annual benefits enrollment period are confident about their decision-making, and many keep the same choices.

Employee stock ownership plan (ESOP) companies saw an economic upturn in 2011, with continued increased share value, support among company leaders and better productivity.

The education policy statement (EPS) is an important element of retirement plan fiduciary management, according to a Transamerica Retirement Services white paper.

 The U.S. retirement income system advanced from 10th last year to 9th in the 2012 Melbourne Mercer Global Pension Index.   

Plan sponsors and fiduciaries can learn from federal court findings in Tussey v. ABB Inc., and should avoid overly detailed investment policy statements (IPS), a white paper asserted.

Bank of America Merrill Lynch (BofA) makes the case for automatic enrollment, automatic escalation, company matches, education and advice,...

More companies and participants are putting money into their plans, and at higher rates than in previous years, Plan Sponsor Council of America(PSCA) found.

Transition Boomers—those less than 10 years from retirement—agree that rising health care costs will have the greatest effect on their retirement outlook.

Most advisers believe the American Dream is alive, but that Millennials will have a harder time attaining the economic status of their parents, a study found.

Baby Boomer women are more uncomfortable, worried or concerned than Boomer men about their current and future financial situation, according to AARP.

Sixty percent of workers surveyed now consider the workplace a “very important source” for their personal insurance and savings products.

More than 62% of Baby Boomers plan to remain in the state they live in upon retirement, according to a PluteGroup study.

Fidelity Investment’s Broker and Advisor Sentiment Index measures 7.6 on a scale of zero to 10.

The number of Fortune 100 companies offering new salaried employees only a defined contribution (DC) plan rose in 2012, a Towers Watson survey found.

 Employees are making some positive changes to their retirement planning, but poor money management skills and long-term economic challenges present major obstacles.   

Despite efforts to improve defined contribution (DC) plan participation and savings, employers lack confidence in the retirement readiness of their employees.

 High-net-worth investors anticipate tax increases next year and are scouting a variety of opportunities for returns, according to a Fidelity survey.  

An exhaustive search found no evidence to support the idea that aging Baby Boomers are crowding out younger workers from the work force.

More than one-third (37%) of adults would like a professional to help them manage retirement accounts but do not think they have sufficient investments.