Data & Research

Retail investors generally pay more fees in IRAs than in workplace plans, leading to higher costs and lower long-term savings.

As inflation remains elevated, many adults report their overall confidence to meet their financial goals is down.

Mirroring the private sector, employee separations are elevated across state and local government employers.

Survey results from WTW show the pandemic has changed the way different age groups set retirement expectations.

Wealth management firms struggling to attract and retain talent are facing challenges stemming from disruptions related to technology and the...

J.P. Morgan has released its annual ‘Guide to Retirement,’ bringing fresh insight into the saving and spending behaviors of retirees.

According to EBRI, the average account balance increased at a compound annual average growth rate of 15.6% from 2010 to...

In a new ‘Fast Facts’ publication, researchers examine the current characteristics of retirees living without major financial regrets.

Less than half of women feel they have influence on investment decisions, and many regret not saving and investing sooner,...

Major pension funds see sustainable investing as a fundamental element of investing rather than a potential drag on performance, according...

A new Center for Retirement Research analysis identifies five major retirement risks, with the top three being longevity, market and health risks.

According to a new PwC report, while deal markets have cooled relative to what was seen in 2021, asset and...

A new report details how today’s retirement savings structure and tax incentives fail to promote adequate retirement security for the middle class.

A study of consulting and advisory firms reports on trends in retirement income, ESG and more.

For plan sponsors, having dedicated financial advisers to help with investment oversight brings added peace of mind, a survey says.

A new study examines the changing definition of retirement and takes a fresh look at the three decades of life...

Among U.S. workers who have already retired, just 3% describe their situation as ‘living the dream,’ while 37% say they are comfortable.

Advisers prefer managed accounts as a retirement income solution, a PIMCO survey shows.

A new survey report notes that women control a third of total U.S. household financial assets today—more than $10 trillion—and as much as $30 trillion more is expected...