Data & Research

A Charles Schwab survey of advisers at major financial firms found that more than three-fourths (76%) of those surveyed expect a continued increase in the number of advisers...

Nearly half (44%) of U.S. workers are worried about reductions in their retirement benefits over the next two years, according to a survey by Towers Watson. 

Seventy-three percent of Americans ages 18 to 34 do not currently invest in retirement accounts such as a 401(k) or IRA. 

Fifty-three percent of U.S. small-business owners many not have the retirement plan that best fits their needs.

According to findings from the latest Merrill Lynch Affluent Insights Survey, three out of four (75%) affluent Americans would approach their money management differently if they knew today...

Workplace retirement plan investors who use target-date funds feel more secure about reaching their retirement goals and managing their portfolios than those who do not. 

One-third of Baby Boomers are open to relocating to find the lifestyle they are looking for in retirement. 

A survey shows 57% of workers age 60-plus said they will look for a new job after retiring from their current company.

Fund managers have turned significantly more cautious about the prospects for world growth and investment returns, according to a global survey of investment managers by Towers Watson.

Americans age 50 and older spend less in retirement than in their working years, and home-related expenses remain their most expensive items.

 Only 9% of more than 5,000 investment strategies achieve the highest environmental, social and governance (ESG) ratings, according to an analysis performed by Mercer’s Investments business.   

The average employee 401(k) contribution rose slightly in 2011 to $5,750, up from $5,680 the year before, reported Fidelity Investments.

More than four out of five investors who work with a financial adviser indicate a high level of trust in those professionals (82%), according to a John Hancock...

Pension plan sponsors view controlling funded status volatility as the top priority for their organizations, reports an SEI Quick Poll.  

 The share of plan assets in company stock fell seven percentage points for KSOPs because of the diversification provisions in the Pension Protection Act of 2006 (PPA2006). 

Retirement plan sponsors who conduct marketplace reviews with finals presentations are 55% more likely to remain with their current provider today than they were as recently as four...

A growing number of New York City residents don’t have enough money to retire, according to a new study.

Eighty-four percent of polled executives responsible for 401(k) plans say only some or very few employees will be financially prepared for retirement.

 Fifty-four percent of Hispanics report they feel “not very” or “not at all” prepared for retirement.   

Ninety-six percent of workers who take part in individual benefits counseling sessions say they better understand their benefits as a result.