Data & Research

Topping the list is the tax-favored status of employer-provided retirement savings for workers.

The complexity of explaining retirement income solutions to participants was one of several reasons defined contribution plan sponsors cited for not offering these options in their plans.

Twenty-one percent are still living with their parents.

DCIO assets now account for almost half of the DC market, according to the latest in-depth study by Sway Research.

For one in three retirees, it depletes their savings by 25%.

Many Baby Boomers think the average monthly payment from Social Security is $500 more than it actually is, a new survey shows. 

Women are more likely to have earnings gaps in their careers, live longer than men, and face higher lifetime health care costs, making saving for retirement particularly challenging.

Research from Northwestern Mutual suggests a client’s thoughts about marital status and career ambition are among the strongest determinants of risk tolerance and general financial attitudes.

U.S. respondents to a survey reported higher levels of retirement confidence than previously, and scored well on financial wellness.

When asked how they would divert excess funds if student loans were hypothetically absolved, 31.68% of Millennials said they would save for retirement, according to a new survey.

An analysis suggests discount rates are likely not the driving force behind different funding levels, despite the general belief lower discount rates produce greater liabilities.

Deciding to take lower payments early puts women, who typically live longer than men, at a real disadvantage.

A new research report examines key features of the emerging “gig economy,” drawing some important conclusions regarding traditional salary and benefit offerings. 

Germans who received information about retirement and expected pensions increased private savings, researchers found.

Fees are often thought of as the prevailing factor in most retirement investment decisions, but new research suggests the destination of an IRA rollover is determined by more...

A study found that employees enrolled in more than three non-medical benefits are most likely to say they feel very secure in their lives, very confident in covering...

Nearly a quarter of advisers surveyed said the rule may cause them to lose all lower- and middle-income clients.

Fifty-nine percent of Americans say meeting with a financial adviser before the age of 35 is a wise move.

Clients (or potential clients) should not underestimate the power of retirement and health benefits to attract and retain dedicated employees.

Their average balance has jumped from $10,040 last year to $16,380 in 2016.