Data & Research

A majority of Americans say they have not fully recovered financially from the Great Recession of 2008.

Yet, nearly three-quarters (71%) of those responding to an EBRI survey who said debt was a major problem worried about finances at work.

A survey revealed that 46% of Millennials think you need at least $1,000 to start investing, and 17% think you need $10,000.

Natixis’ head of retirement reflects on the newly published 2018 Global Retirement Index report, which shows the U.S. continues to slip relative to other developed nations in terms...

They have also become more inclined to work with an adviser since the Great Recession of 2008.

Devenir estimates that $9.8 billion of HSA assets are invested as of June 30, 2018—an estimated 45% year-over-year increase.

“In this year’s survey, an astounding 85% of respondents paying toward student loans reported that their obligation to repay the funds are impacting their ability to prepare for...

Alight Solutions found when offered two loans, 14.4% of participants take advantage of that. When offered three loans, 11.9% do the same.

This is more than double the sales in the second quarter of 2017.

ICI finds the first quarter of the year tends to have lower percentages of DC plan participants with loans outstanding compared with later quarters.

Nearly two-thirds wish they had spent less in the past in order to save more for retirement.

Areas of focus are financial planning, investing and investor behavior.

Employers have boosted their contributions by 30%, a Kravitz report finds.

They deferred 90% or more of the maximum that could be invested in a defined contribution (DC) plan in 2017.

Nearly sixty percent have taken an early withdrawal from their retirement account.

A Bankrate.com study says about twice as many Americans are saving more now, compared to responses from the survey's 2011 debut. 

Overwhelmingly, employees surveyed by IonTuition agree with the statement, “I would like my company to offer a voluntary student loan assistance benefit.”

Sales of fixed indexed annuities came in 21% higher for the second quarter of 2018 compared with the first quarter results, according to LIMRA SRI data, shattering the...

The majority describe the American Dream as financial security for themselves and their family, and 54% think it is unattainable.