Data & Research

While pension plans are far more prevalent among non-profits compared with for-profit employers, they’re still only available to a minority of non-profit staff. 

The industry standard of 3% is finally being challenged

Pensions are not entirely a thing of the past, but few employees in the for-profit private sector have access to a defined benefit plan, relying instead on defined...

They also value a match more than they do a salary increase.

Researchers suggests several strategies for helping DC plan participants generate retirement income and discuss what plan advisers and sponsors should consider to select the right one.

Participants with outstanding loans is also down from a year ago, according to ICI data.

In addition, lower expected returns could double the required savings rate for DC plan participants in order to achieve a 75% income replacement rate in retirement, a white...

A timely survey from Personal Capital suggests people who are registered with the Republican party are a little more likely to maintain a retirement savings account than Democrats—but...

Among all generations, financial advisers are considered the most valuable source of financial advice, according to a study from Principal.

According to ICI data, at year-end 2014, nearly a third of Roth IRA investors were younger than 40, compared with just 15% of traditional IRA investors. 

A new Spectrem Group study highlights expanding use of social media and mobile technology among trendsetting wealthy investors. 

More than three-quarters (76%) of parents would be willing to delay their retirement and 68% would be willing to get a second or part-time job to pay for...

It’s more common to think about portfolios or financial institutions as having “liquidity issues,” but many U.S. retirees say they would have real difficulty meeting an unexpected $1,000...

Of the 41% who haven’t started saving for retirement, the majority say they aren’t making enough.

The average 401(k) account balance for its Millennial customers rose to a record $92,900 at the end of this year's second quarter, according to Fidelity's latest research. 

For asset managers operating in an industry historically dependent on traditional active funds to buoy revenue and profits, the push towards index-linked investing can be worrying. 

Less than half of private-industry workers participate in employer-sponsored retirement plans, the Bureau of Labor Statistics reports.

Only 10% would not make an endorsement.

Since retirees are spending less than they withdraw from financial accounts, they are accumulating money in checking accounts and may need to reinvest those assets, says Steve Utkus...

Nearly one-quarter have adopted at least one approach in their DC retirement plans.