Data & Research

Additionally, one in five advisers said they were less than five years away from retirement.

New findings reveal 59% of advisers opted not to roll over a client's 401(k) into an IRA in 2022.

High wash-out rates force firms to focus on recruitment and retention, according to Cerulli.

Account balances among millennial men exceed women by 23%, significantly less than the average gender gap of 50%.

Researchers ran participant simulations to show retirement income spending power could get an almost 30% boost with the strategies. 

During the last three years, 492 transactions took place, compared to 146 during a similar period from 2017 through 2019.

Market volatility also contributed to declines in average plan balances, contribution rates and overall plan participation, according to Alight.  

An additional 15% are unsure if they will ever be able to retire.

Of a sample of shareholder proposals linked to ESG, Vanguard opposed almost three-quarters.

The left-behind 401(k) accounts are estimated to hold about $1.65 trillion in assets, as of May.

After adoption of automatic enrollment increased consistently over 15 years, plan participation reached a record high in 2022.

Retirement assets accounted for 31% of all household financial assets at the end of March 2023, according to ICI.

BlackRock research shows that emergency savings balances helped low-income households keep more money in their retirement savings accounts during the...

A survey from Unbiased shows similar findings, with only 30% of U.S. adults reporting high levels of confidence about their...

Morgan Stanley at Work study reveals retirement saving erosion, as retirement head Bunnell notes the ‘central role’ of retirement plan...

The majority of Generation Z, including investors and non-investors, rely on social media and family members for financial information.

Business confidence is down among small employers. But 401(k) and other benefits are likely to remain amid long-lasting tight labor...

The rate was driven by matching employees’ continued 401(k) deferral increases.

Targeted coaching for Black and Hispanic employee resource groups led to reduced financial stress for workers, according to Financial Finesse.  

University of Florida researchers found that using ChatGPT to analyze stocks outperformed the market average.