Data & Research

A new study by the Center for Retirement Research explores the modern state of the individual retirement account and those who invest in it.

Twenty-seven percent of parents surveyed say they have withdrawn from retirement savings to help cover student loan payments.

New research from Morningstar argues retirement plan advisers and their sponsor clients can benefit from “nudging” employees toward better behaviors. 

Data shared by the Investment Company Institute suggests Social Security is a kind of income bonus for many—not a final income lifeline to be tapped once other wealth...

Financial Engines says it has clear and compelling evidence that Americans strongly favor stricter conflict of interest protections when it comes to retirement investment advice. 

However, when real estate is considered, households may be in better shape for retirement than anticipated, according to Hearts & Wallets.

A study finds that, overall, 37% of Americans cannot correctly describe a 401(k).

Researchers' simulations of proposed policy reforms for Social Security show that some reforms would increase this gap in lifetime income benefits.

There is more retirement plan investment fee data available than ever before, but it is still not exactly easy to identify a good value. 

Survey data from COUNTRY Financial shows a quarter of women have never sought financial advice from a professional, compared to 15% of men.

With the right support, employees are more likely to both choose and report satisfaction with HSA-linked health coverage.

For various reasons including recovering from the Great Recession and paying off debt, many Americans are working past the traditional retirement age of 65.

Many plan to make financial sacrifices in retirement, a survey finds.

Keeping someone of retirement age on the payroll costs an additional $50,000 a year.

For loans that are not repaid by retirees, Social Security payments can be garnished.

Very few believe the economy has fully recovered, and many say their savings and salaries are lower than before the Great Recession.

Most are confident the economy will improve this year, but the majority would like more help with long-term financial planning.

Twenty percent of those with a net worth of $5 million or more worry they will have enough money to last them in retirement.

A survey found that 38% of Americans know nothing about compounding.

Although more people are enrolling HSAs today, misconceptions still hold back many from making the most out of these accounts.