Data & Research

While there is some uncertainty about the specifics, digital advice clearly has an important role to play in the advising industry for the years and decades to come.

An ICI analysis suggests the share of retirees with private-sector pension income nearly doubled between 1975 and 2015.

Social Security, company funded plans, home equity, and inheritance are less frequently cited as sources of retirement income among workers.

A new survey by the PSCA also found that more than half of 403(b) plan sponsors expect to make no change in light of the fiduciary rule scheduled...

Even though more than half of investors turn to financial professionals, investment literacy is low especially among women, a new survey finds. 

The majority think they will be even better off financially in 2017.

As implementation of the DOL’s fiduciary rule approaches, advisers may have to choose between remaining in the DC business and pursuing traditional wealth management.

While different generations show interest in varied benefits, given dollars to choose benefits, retirement is still top-ranked.

Even though saving for retirement is America’s top financial concern, only 32% of people plan to increase contributions to their retirement accounts in 2017, according to the latest...

Some types of employers simply aren't interested in DC retirement plans, while others have fully embraced them.

Broker/dealers with less than $10 billion in assets account for a significant majority of overall industry volume but less than 10% of adviser-managed assets, according to data shared...

Fifty-seven percent of pre-retirees who have a financial adviser haven't talked with their financial adviser about health care costs, a survey finds.

Two-thirds failed Fisher’s 401(k) IQ in the Workplace Quiz.

The average expected future retirement health care premiums for Medicare and supplemental insurance for a healthy woman retiring this year and living to 89 are projected to be...

The majority of both DC plan participants and sponsors are interested in a proposal to fund emergency savings for participants before putting savings into the DC plan.

Only 37% are confident they are on the right retirement savings track.

The defined contribution retirement plan market saw an unprecedented number of lawsuits brought against plan sponsors and their providers in 2016, according to Cerulli Associates. 

Retirement reforms being implemented in the UK through 2018 represent an important testing ground for government-backed savings efforts. 

The vast majority of Millennials say they plan to work in retirement—while fewer than one in five of today’s retirees  have ever worked for pay after initially leaving...

Small business owners have embraced the strategy of offering a safe harbor 401(k) plan to simplify compliance with annual ADP/ACP and top heavy nondiscrimination testing.