Data & Research

Despite the Wall Street turmoil and the economic downturn, the number of employees joining 401(k) plans serviced by Charles Schwab actually increased.

A new survey finds small business owners are ready to pick up hiring, but feel the inability to afford benefits may hinder them from attracting new employees.

Although recent proposals to boost retirement savings for workers without access to employer-sponsored plans could increase the portion of Americans saving for retirement, the programs are not without...

MassMutual Retirement Services' quarterly analysis of plans it administers indicates plan participants are more engaged in their retirement planning and saving, and are also more confident in the...

A new survey from J.P. Morgan finds 401(k) participants embrace the responsibility of controlling their retirement savings, but without confidence to succeed.

 A new study indicates that companies that use supplemental executive retirement plans (SERPs) could see their shares suffer when the CEO departs.

 The latest Sun Life Financial Unretirement Index shows there is a growing concern among American workers that they have not done enough to prepare for retirement.

Employers' investment in workers’ retirement benefits, measured by benefit values as a percentage of pay, has dropped consistently over the last decade, according to research by Watson Wyatt.

A new report says that although the trend toward greater individual responsibility for retirement security will undoubtedly continue, there is much that employers, financial institutions, and the government...

Forty percent of respondents to a new plan sponsor survey believe the worst of the current economic turmoil has come to an end.

A Vanguard Group study finds only 13% of respondents strongly agree with the view that their retirement had been permanently impaired by the past year's market decline.

Redefining defined contribution (DC) plans will dramatically improve outcomes for plan sponsors and participants, according to a new white paper released by Prudential Financial.

Most young adults think they'll need to be millionaires before they retire, according to a new poll by the Northwestern Mutual Foundation's financial literacy Web site, Themint.org.

Despite the uncertain market conditions and negative headlines during the past year, most Americans who participate in employer-sponsored defined contribution plans value these plans greatly and have continued...

One silver lining to the recession could be that Americans take more interest in their finances, a new survey suggests.

This year, fewer Americans ranked getting trusted financial advice of prime importance, according to a survey by Prudential Financial.

UBS Wealth Management Research – Americas has released a study suggesting retirement investors should segment their financial planning to match specific financial goals with the appropriate risk level.

Target-date funds have drawn a lot of scrutiny of late, but a new survey suggests that participants still have confidence in the approach. 

Women are thinking twice about spending and many are dipping into their savings or investments, according to a survey by Citi.

An Insured Retirement Institute (IRI)-sponsored report suggests Hispanic Americans continue to disproportionately face financial hurdles in preparing for retirement.