Data & Research

While most current retirees are managing finances well due to multiple sources of income, those not yet retired are worried about running out of money in retirement, FINRA...

Kravitz released the 2016 National Cash Balance Research Report, showing a 19% increase in the number of new cash balance retirement plans and a rise in assets to $1 trillion. 

Nearly one-third of respondents to a Willis Towers Watson survey have had their retirement plans audited by the IRS or DOL, and the rate is even higher among...

Some DC plan providers see big opportunity ahead in helping higher education institutions prepare their workforces for retirement via 403(b) and 457 plans.

It was actually the wealthiest Americans who saw interest and effort in personal savings dip over the last year, while those lower down on the income scale were...

However, more Millennials than Baby Boomers expressed high levels of concern about market volatility and its impact on them reaching their retirement goals.

Evan Inglis says his new rule recognizes the lower level of returns we are likely to experience in coming years due to low interest rates and other factors...

Millennials are the most diversified generation, according to a five-year analysis of Wells Fargo's book of business.

They are also more anxious about inflation.

Increasingly, participants are being directed into default investments selected by the small business plan sponsors Vanguard serves.

An analysis of 12 calculators resulted in a 60% spread in resulting monthly income.

Americans surveyed said they would be more willing to seek help from a financial professional if he or she helped them find solutions that could create guaranteed income...

A new analysis uses data on all active employees of the Federal Reserve System to examine contribution behavior in the Thrift Saving Plans—granting insight into the behavior of...

Investors’ search for low-cost and passively managed funds is a primary reason.

A vast majority think their employees would take advantage of such a benefit.

The Old-Age and Survivors Insurance, and Disability Insurance (OASDI) Trust Funds are still projected to become depleted in 2034.

New research from Prudential Retirement finds clear evidence that those who are more familiar with key financial topics are far likelier to describe them as important to the...

In the wake of the DOL rulemaking, a financial advisory firm acts at its peril if it overlooks the prudent investor rule, a new research paper says.

But the outlook for both sexes isn’t good.

Nearly seven out of 10 are not working with a financial adviser.