Data & Research

Spending is much less in the South, EBRI finds.

More than half of all investors say the administration will likely benefit their retirement portfolios.

They are forgoing frills to raise their children and save for retirement.

Getting healthier, working longer, and reducing support for adult children were some of the many adjustments Americans said they were willing to make to address their retirement insecurity.

Women’s two top financial worries are running out of money in retirement and managing the rising costs of health insurance, and 30% of women have turned to a...

Six months after a re-enrollment, 94% of participants and 74% of plan assets were in TDFs, while one year later, 92% of participants and 81% of plan assets...

With expected lower returns and increasing longevity, research suggests adviser need to adjust their assumptions or planning software to present participants with more realistic goals.

An EBRI analysis examines reasons why demand for immediate annuities among retirees and near-retirees remains low. 

Less than a quarter know the basics about finances.

The average balance rose by $4,300 in 2016.

In the latest annual update of its retiree health savings analysis, EBRI found that the range of retiree health savings targets rose between 0% and 6% between 2015...

Employees who retire with strong retiree benefits are happy retirees, but those who leave because they feel disengaged regret when they retired and worry about not having enough...

Even though more than half of Americans don’t know the difference between a fiduciary financial adviser and one who isn’t, the majority believes it’s important for advisers to...

Maturing Millennials report feeling very optimistic about retirement readiness, career growth, and financial security; meanwhile, advice-seeking Baby Boomers have much lower expectations.

Advisers are “keenly aware of their clients’ moods and recognize that there are no ‘one size fits all’ retirement plans in the face of an unpredictable future,” research...

While market volatility and geopolitical events are major concerns for advisers, a new study suggests most aren’t utilizing strategies that can address these issues, such as strategic beta.

Women must save more than men to build an equivalent nest egg, NerdWallet finds.

Higher growth in account balances was found among consistent IRA owners.

“If interest rates continue to climb, the funded ratio could make some major gains,” says Zorast Wadia, at Milliman.

Concerns expressed in a survey included fiduciary exposure, high costs and operational hurdles such as recordkeeping issues, among other things.