Data & Research

Millennials are more likely than Gen Xers or Baby Boomers to give the gift of help with financial obligations, such as student loan payments and bills; financial education...

The reduction in corporate taxes from 35% last year to 21% starting this year incentivized companies to accelerate tax deductions.

A survey finds that to prevent future retirees from challenges, governments and employers will have to step up to the plate.

More than half have set specific retirement goals, J.D. Power learned in a survey

A survey from the Society of Actuaries suggests that if retirees are able to survive financially to age 85, concerns about finances drop significantly.

Three-fifths of non-retirees with self-directed retirement savings accounts have little or no comfort managing their investments, and only one-fifth of adults answered five financial literacy questions correctly, according...

A PwC survey finds employees are struggling with debt and supporting adult children and aging parents, but also are not investing in their retirement plans properly or using...

Multiemployer pension plan insolvencies will obviously be harmful to the participants and beneficiaries of the plans in question, but the loss of the significant economic momentum provided by retirees spending...

Only 10% plan to tap their retirement savings to help fund their child’s college education.

Sixteen percent of Americans plan on having gig economy jobs in retirement.

Defining retirement goals by a particular age can be risky, according to LIMRA Secure Retirement Institute research, as it doesn’t account for the actual savings and assets available...

The percentage of people who contributed to their Fidelity IRA in Q1 2018 increased 14% over a year ago; among Millennials, IRA contributions increased even more.

Eighty percent of American workers surveyed said they would like to hear congressional candidates discuss retirement security.  

That is followed by not saving for an emergency, and taking on too much credit card and too much student loan debt.

A new analysis from Charles Schwab shows those with a written financial plan are much more likely to have a higher overall Modern Wealth Index score, be regular savers,...

Chris Barlow, national director of defined contribution investments for BMO GAM, riffs on the results of a new “DC Conversations” industry assessment; among the top findings is a...

A mere 29% know that they are vehicles for education savings, Edward Jones found in a survey

Only 19% of the small to mid-size business leaders said they are “very familiar” with their retirement plan fees, while 34% said they are “not at all familiar”...

For advisers, 78% of respondents to a survey who use advisers indicate their advisers discuss risk tolerance, although only 50% say they discuss guaranteed lifetime income with their...

But less than half are willing to do the same for better health care benefits, Willis Towers Watson learned in a survey.