Data & Research

Since the economic downturn began, more retirees are seeking professional financial help to assist in managing their money, according to the latest Principal Financial Well-Being Index.

Some 56% of respondents in a recent survey said their retirement savings losses were among the most significant impacts on their lives from the economic downturn.

Forty-one percent of independent investment advisers reported that retired clients are reducing the amount of their retirement distributions, according to a study by Charles Schwab.

The last year might not have been uplifting for many Americans, but a survey suggests it has made them more proactive in managing their finances.

The recent market tumult certainly took a toll on participant balances, but a an analysis by The Principal suggests that it might have been less than some feared.

A new study shows that most workers do not understand their retirement savings plans as well as other employer-provided benefits.

Thirty-seven percent of polled working Americans predicted the recession would force them to constrict their retirement spending.

Six in 10 surveyed Americans said they could last financially for 90 days or less without a job, while 38% said their nest egg wouldn’t make it for...

Despite the tough economy, nearly nine in 10 employees are planning to maintain or increase the number of benefits they select and/or their coverage for next year, according...

Economic and job issues remain high on workers’ worry lists, especially for younger workers, according to a poll by The Hartford.

The number of participants who increased their contributions still outpaces the number who decreased contributions, according to Vanguard.

A survey conducted on behalf of TD Ameritrade found 73% of women are comfortable accumulating less than $1 million in savings before retirement, compared to 63% of men.

A new report suggests what employers can do to address health care and retirement concerns presented by an aging population.

The majority (54%) of surveyed employees reported satisfaction with their company’s retirement program.

When asked what most concerns them in the long-term future, two in five (41%) surveyed workers expressed concern over saving for retirement, their child's education, or other large,...

If they lost their job, more than a third (34%) of those participating in a recent poll said their rainy day fund would last a week or less.

Americans with a written financial plan from an adviser are more likely to include health-care costs as part of their retirement planning, according to a new survey.

Large U.S. companies have made changes to the investment lineups of their defined contribution (DC) plans, according to Watson Wyatt.

A study from asset management consultant kasina found that most sales and national accounts professionals experienced total compensation declines ranging from 10% to 30% in 2008.

Whether an investor is a pessimist or optimist might also indicate how prepared he is for retirement, according to research from Fidelity Investments.