Data & Research

Minneapolis-St. Paul residents are the best prepared for and confident about retirement, according to a new poll.

Forty-three percent of people said in a recent survey that in times of financial troubles, they would make early withdrawals from 401(k) or other retirement accounts.

Smaller plans don't necessarily cheaper costs.  A new survey actually proves otherwise. 

More than 85% of the recordkeeping firms responding to a SPARK Institute poll said they plan to utilize the Institute’s information sharing standards and data records for retirement...

Cerulli Associates’ latest report predicts that wirehouse firms' managed account marketshare will fall to 50% by 2014. 

Actuarial and employee benefits consulting firm Nyhart has found 81% of employees 18 or older will not be able to afford to retire by the age of 65.

Cynthia Egan, president of T. Rowe Price Retirement Plan Services, and Christine Fahlund, a senior financial planner at T. Rowe, believe the industry should move away from the...

Retirees will need a significant amount of savings to cover their out-of-pocket health expenses, according to a new report released by the nonpartisan Employee Benefit Research Institute (EBRI).

Charles Schwab released a study today that found although active traders are feeling more optimistic, being properly hedged against risk is a concern for many.  

A survey of career women ages 45 to 70 earning $75,000-plus per year shows that they are highly confident about how to manage money, yet 62% fear they...

The Principal Financial Group found that the design of the employer match can be a powerful motivator for participants, even when the employer’s total contribution doesn’t change.

Federal regulators on Monday released a long-awaited rule to require more disclosures about target-date funds.

When it comes to their financial situation, workers seem to be taking a longer-term view – and one focused on retirement, according to a new report. 

Long-term 401(k) participants took a big hit to their accounts in 2008 but otherwise enjoyed an average 31.9%-advance in 2009, according to a new study.

Across all income groups, retirement income from employer-sponsored retirement plans is more prevalent among retirees today than in the mid-1970s, according to an Investment Company Institute (ICI) study.

Asked how often they formally evaluated their DC provider, larger programs were again this year noticeably less likely to say they did so on an annual basis.

A new report suggests that workplace retirement plan participation is down, but better than it has been in the past decade. 

While concern over healthcare costs in retirement is the top answer in a recent Edward Jones’ poll, the percentage has shrunk from the last time the poll was...

The majority of American retirees see their children and grandchildren being unable to participate in the “American Dream” and afford retirement, according to a poll conducted by Protect...

Fifty-eight percent of more-affluent investors with investable assets of at least $200,000 cited emergency expenditures as the primary reason for keeping a portion of retirement savings in liquid...