Data & Research

Study finds high-net-worth investors confident in advisers, who are also "bullish" about market.  

Americans appear to be unprepared financially to live into their 70s, 80s and 90s, according to Northwestern Mutual’s Longevity & Preparedness Study.

Between 2005 and 2009, the rate of poverty among American seniors rose as they aged.

More than three-quarters of middle-income Americans (76%) between the ages of 50 and 69 say they are sticking with their jobs because they want to.

The U.S. Government Accountability Office (GAO) has concluded that defined contribution retirement plan approaches in other countries may be beneficial to the U.S.

The annual Trustees report on the financial health of Social Security Trust Funds says funds will be exhausted by 2033, three years sooner than projected last year.

Conventional wisdom about how high-risk stocks perform compared with low-risk ones is completely wrong, a study found.  

Older Americans aren’t that literate when it comes to finance, which could have a negative impact on their ability to plan successfully for retirement.

  Savvy broker/dealers need to start understanding how to win the next generation of investors, an industry analyst said.   

 Large plans make up a significant majority of defined contribution (DC) assets.

According to the 2011 Wells Fargo Retirement Plan Sponsor Survey, 50% of companies have not measured their employees’ retirement progress.

Slightly more than a third of companies (37%) use social media networks to research job candidates.

An economist and a tax expert detailed how congressional budget scoring could derail retirement savings incentives.  

Confidence in retirement savings and overall financial security both dropped one point, to 57% and 41%, respectively, according to Country Financial’s Security Index.   

 Plan automation solutions play a key role in the plan design process, a survey found.  

American households could face an income drop of 28% in retirement. 

Retiring Baby Boomer business owners to the north are far more active in preparing for retirement compared with the average Canadian.  

Sixty-nine percent of investors between the ages of 21 and 50 plan to work either part-time or full-time during their retirement years.

U.S. employers have lost confidence that employees will have sufficient retirement assets when they leave the workplace.

An analysis of trends and preferences indicates that tens of millions of Baby Boomers should look to Southern college towns for the ideal retirement location.