Data & Research

The annual snapshot of U.S. household finances from Hearts & Wallets reveals a prolonged negative impact on retirees as a result of low interest rates. 

 The Investment Company Institute and Deloitte Consulting LLP have found total fees for defined contribution (DC) plans were lower in 2011 than in 2009. 

Any new retirement income tier adopted by the U.S. government should not just target those without access to a retirement plan, a paper asserts.

Affluent consumer confidence rose in a recent survey by Phoenix Marketing International, which showed an uptick in those saying that economic conditions have improved.

Plan sponsors and providers should provide believable retirement income solutions for participants.

SEI’s Institutional Group released the results of its corporate pension investment mid-year quick poll.

Advisers remain committed to global investments amidst uncertainty and client demands, Russell Investments found.

Eighty-three percent of small-business owners are still unclear about 401(k) fee notices and next steps, according to a survey.

A study of Baby Boomer spending habits reveals many carry mortgage and other debts into their near-retirement years.

A strong relationship still exists between an employee’s benefits enrollment experience and their perceived value of the benefits that their employer offers, a study found.

Less than a third are able to save their ideal retirement savings target of 6% to 19% of income,...

Forty percent of Canadians surveyed said they now expect to retire later than they previously planned.

Determination, early saving and financial discipline are among the lessons from successful retirement savers, according to a survey by PNC Financial Services Group Inc.

Retirement confidence is high for both Baby Boomers and Generation X, according to a report from the Insured Retirement Institute (IRI).

The Securities and Exchange Commission (SEC) has completed a study about investors mandated by the 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act.

Working to age 70 will not guarantee adequate income in retirement for many, according to research from the Employee Benefit Research Institute (EBRI).

Workers value their employer-provided health and retirement benefits, but the tax incentives that support these benefits are being scrutinized.

Arnerich Massena has published a white paper, “A Field Guide to Exchange-Traded Products.”

The typical executive will only be able to replace about one-quarter of pay during retirement through Social Security and a 401(k) plan.

The average investor thinks a mutual fund will help meet retirement goals, but is not confident it will provide an income stream.