Data & Research

Seventy percent believe their advisers have a responsibility to discuss guaranteed lifetime income products with them.

More than three in 10 have no retirement budget.

Nearly 70% of families where the head of the household is 55 or older carry debt, EBRI found.

The majority believe they will have to work much longer than previous generations, Prudential learned in a survey

A Hearts & Wallets report reveals that of 49.4 million working Americans with less than $50,000 in investable assets, 33 million “wish they were doing a better job...

However, their top three financial fears include health challenges, job loss and market volatility

Despite the tremendous progress of the last decade, there remain some “surprisingly different perspectives” among plan sponsors, recordkeepers, and individual participants when it comes to priorities and best...

They say regular expenses are keeping them from doing so, Bankrate.com found in a survey.

According to a study report, the strongest predictor of an account not being lost was the respondent’s knowledge of how to contact the company holding the account; accounts...

Three quarters of women under 40 do not have a financial adviser.

Health savings accounts are often described as the 401(k) of health care—so it is only natural that retirement specialist advisers can play an important role in educating the...

Yet nearly six in 10 say saving for long-term care is a financial priority

Employer contributions and loans are also prevalent, a Brightscope/ICI report says.

The annual report from BlackRock offers quite a deep dive into the large 401(k) plan population; highlighting many well-known retirement industry trends, but also a few that are...

Unforeseen negative tax consequences often hit job changers when they decide to move money from their previous employers’ retirement plans without sufficient know-how; in an extensive new report,...

Anne Ackerley, head of BlackRock’s defined contribution business, sat down last week with PLANADVISER to offer a sneak peek at the DCIO provider’s latest DC Pulse Survey; the...

This includes 13% who do not plan to ever retire, according to the Transamerica Center for Retirement Studies.

According to data from CEM Benchmarking, defined benefit pensions have outperformed defined contribution plans by less than half a percentage point over the last decade—described as a “huge...

A study from the TIAA Institute finds focusing on financial literacy and understanding of exponential growth boosts participation and savings in an opt-in DC plan plan, while efforts...

Men are saving an average of 8.9%, and women, 6.4%, PenFed Credit Union found in a survey