Data & Research

A survey finds only 22% of Americans have worked with a financial adviser to figure out how much income they will need in retirement.

A Voya Financial study encourages plan sponsors to raise the default savings rate in automatic enrollment features. 

And nearly two-thirds, 63%, of advisers recommend annuities to clients who need income.

Research indicates consumers who conduct retirement planning activities or have a formal written retirement plan prior to retirement have a greater likelihood that actual expenses resemble anticipated expenses.

Research finds that participants who set goals are more likely to save more for retirement and more likely to feel confident about retirement—even in the face of competing...

Two leading retirement industry executives refute the claim that the nation faces a retirement crisis and point to several ways retirement plans can be strengthened.

Faced with increasing costs, Americans can still take steps to secure their financial futures, suggests a survey by PurePoint Financial.

Medicare costs are expected to rise and deliver a significant blow to Americans' retirement savings, according to a new report by the CRR.

Workplace defined contribution plans serve as the collection mechanism for retirement savings, and IRAs serve as the resting place.

Morningstar’s “Global Fund Investor Experience” report shows that, with strong regulations, come stable markets. 

Many states are looking at how they might implement government-sponsored IRAs, commonly known as auto-IRAs, which provide automatic enrollment of eligible private-sector workers.

A survey by PurePoint Financial shows Americans have concerns that one would think would drive them to start saving or save more.

With one-quarter of a century until the first of them turn 65, Millennials very much view themselves as "on their own" with regard to retirement income, according to...

Investors are not good at predicting market corrections big or small—but that doesn’t mean they can’t take concerted action to prepare for tougher times. 

A poll found most Americans think Medicare or health insurance will cover the costs.

In-plan lifetime income options can secure certain benefits participants may not find in retail solutions, suggests a new study by TIAA.

Despite confidence in their level of retirement savings, 46% of Millennials surveyed indicate they have a significant amount of debt, and 43% report they cannot afford to pay...

A new study by Allianz shows Americans are generally concerned about retirement, but different generations can learn from Boomers who are growing more frugal. 

Among this group, 55% say it is because of increasing revenue.