Data & Research

In addition, the number of health savings account holders on Fidelity’s platform increased 35% over the last year.

RIAs established in 2016 had $55 billion in assets under management.

Fifty-seven percent of Americans surveyed somewhat or strongly oppose reducing the maximum amount employees can defer pre-tax into a DC plan to $2,400 per year.

Over 40% of survey respondents indicate their organization has been offering a financial wellness program for 5 years or more.

Fewer than one-third of Americans have $100,000 or more saved for retirement, an IALC survey finds.

A longitudinal analysis of 401(k) plan participants drawn from the EBRI/ICI 401(k) database found the average account balance for consistent participants increased at a compound annual average growth...

Yet only 20% have taken any step toward funding their long-term care expenses.

An Employee Benefit Research Institute analysis breaks down the number of 401(k) contributors who would be affected by a mandatory, partial Rothification proposal in tax reform.

Forty-five percent of African-Americans who bring home $75,000 or more say they feel less than financially secure compared with just 28% of other Americans in the same income...

This can put a person’s retirement in jeopardy, The Pew Charitable Trusts says.

A survey of the newly retired finds 40% spend more for health care than they’d expected.

This is especially true for Millennials, Bankrate.com found.

Automatic enrollment, higher initial deferral rates and financial counseling are just a few that more employers are adopting.

It is clear which countries lead the way in providing sustainable retirement systems with adequate benefits—and what others can learn from them to improve.

The difference owes to the pay gap between men and women, the tendency of many women to take a career break to raise or care for family, and...

However, they report they have more in savings than in credit card debt.

According to a GAO report, it has been nearly 40 years since a federal commission has conducted a comprehensive evaluation of the nation’s approach to financing retirement.

Adhering to plan governance and minimizing plan risk are the next priorities.

But among the 58% of these investors who do, expectations run high.

However, a LIMRA report reveals some disparities with that number.