Data & Research

Given the likelihood of higher expenses coupled to weaker markets and slow-growing wages, one analysis suggests Millennials on average may need to save nearly a quarter of annual...

Nearly two-thirds of Gen Xers are kept up at night thinking about financing their retirement. 

A survey of more than 1,000 financial professionals elicited mixed opinions on the effectiveness and reliability of guaranteed income products such as annuities.

Mobile banking apps are the most commonly used online tool.

However, only 24% of workers are covered by a pension.

The asset-weighted average expense ratio for defined contribution (DC) retirement plans is currently 0.42% versus the 2006 level of 0.57%, according to NEPC.

According to data from John Hancock Retirement Plan Services and Allianz Life, many Millennials have already fallen behind recommended retirement savings targets—but they also have time to recover...

Among other actions, they increased their workplace retirement savings rate prior to or following their leave.

Most caregivers of special needs children don’t work with financial advisers; however there is strong interest in working with financial advisers who specialize in special needs planning.

Increasing life expectancy, disappearing sources of guaranteed income, and historically low yields on bonds make for some tough fixed-income investing conditions; a disciplined approach can help.

The value of median retirement assets for participants with student debt at age 30 is $10,075 and the same for those without student loans is $10,680, according to...

To mark the 10th anniversary of the PPA, the firm reassesses retirement plans.

Too many people have taken advantage of home equity credit lines.

Hearts & Wallets found less than one-third of accumulators feel their retirement savings are on track.

The agency has made recommendations to the Social Security Administration to help individuals make better-informed decisions.

Most Americans are unfamiliar with annuities which could ensure they do not outlive their savings, a study finds.

Despite being overly confident about their investment knowledge, 94% of Millennials expressed a desire to learn more about investments, according to a new study.

Sixty-eight percent of American adults are not getting professional financial advice and of the ones who are, 43% say their “advisors don’t feel like long-term partners with a...

Present looks better than the future for many large employers’ workers.

Americans are overwhelmed by financial stress, according to John Hancock's Retirement Plan Services latest survey.