Data & Research

HealthView Services' Retirement Healthcare Cost Index shows a healthy 66-year-old couple retiring today will need 48% of their lifetime Social Security benefits to address total lifetime health care...

Only 31% of those between the ages of 22 and 35 are saving for retirement.

Gen Xers are in a much better financial place, with many having paid down their student loans. This is enabling them to focus on retirement savings.

Twenty-one percent of workers expect that working in retirement will provide them with a major source of income, but this is only true for 9% of retirees.

When it comes to trusting a financial services firm, consumers first want it to secure their personal information; secondly, they expect it to deliver high-quality customer service.

They are worried about longevity risk.

Their use of an adviser acting as a plan fiduciary has increased by 40% in the past four years, according to the Plan Sponsor Council of America.

A report from Healthy Capital suggests a combination of managing health conditions and purchasing staggered annuities can help fund health care expenses in retirement, but concedes that the...

A survey by OneAmerica indicates roadblocks in affording financial adviser services. 

LIMRA SRI found participants who were given an estimate of how their retirement plan account balance would translate to monthly income in retirement took more positive actions and...

Saving more and reducing financial stress are the top reasons employees would participate.

If combined with the Automatic Retirement Plan Act of 2017, the retirement savings shortfall would be reduced by $932 billion, or 22.6%, according to EBRI.

Eighty-four percent of intermediaries expect sales of financial wellness programs will expand in the next three to five years, Prudential found.

Saving practices tend to vary based on the investor’s age.

Many respondents to a Prudential Financial survey are misjudging how well-off they are.

Over half have nothing set aside in any type of employer retirement plan. 

Above-average-rated plans are more apt to be found at companies with 20% to 80% higher profitability than are average-rated plans, says T. Rowe Price.

Vanguard engaged Mercer Health and Benefits to develop a new model to forecast health care costs for U.S. retirees; the effort has resulted in a number of pragmatic...

Sponsors of defined contribution (DC) plans are invited to respond to the annual PLANSPONSOR DC Survey through October 5. The survey is among our largest and most important...

Besides evaluating participant financial stress levels, a new OneAmerica survey also looks at the specific factors causing participants to experience financial stress.