Data & Research

More than one-third (35%) say they should have saved more, and 29% say they should have paid more attention to preparing for retirement when they were younger.

While they work to fund their plans, however, uncertainties make it more difficult to calculate liabilities and returns over the long term.

New polling from J.D. Power explores the similarities and differences among groups of “self-directed” investors. 

A study finds a 55-year-old man who has met his 80% income replacement goal will need an additional $25,679 investment growing at 6% annually to pay for all...

The advocacy organization suggests increasing global market volatility is directly tied to “the decades-long push by fiscal conservatives to dismantle public-employee pensions.”

They are adopting more lower-cost and alternative investment vehicles.

Even American families with significant assets saved cite stubborn concerns about the potential loss of an income earner and the likelihood of falling short in a longer-than-expected retirement.

Those ages 65 and older feel the most regret about not saving early enough for retirement, while Millennials wish they had a bigger emergency fund.

In 1995, workers expected to retire on average at age 60.

Half of Americans with student loan debt say they have delayed contributing to a retirement account.

Retirement prep is generally thought of as a matter of dollars and cents, but new Merrill Lynch research considers an asset even more fundamental to a successful retirement.

This presents an opportunity for advisers, MassMutual says.

Fifty percent of Millennial women think they will have to reduce their standard of living in retirement.

Retirement plan advisers and sponsors should consider the compounding effect on fees when making fee decisions.

Employer-sponsored retiree health benefits are disappearing, an analysis finds.

Franklin Templeton Investments’ DC business leader urges lawmakers and fellow industry pros to take a more holistic view of the U.S. retirement system—and to be thoughtful about planning...

Portfolio management was the second big focus, Fidelity found.

Helping plan sponsors make certain plan design decisions and helping employees make the right savings and investing decisions can significantly increase retirement outcomes, the GAO found.

“Given so many Baby Boomers are retiring or preparing for retirement, it is not surprising that advisers are seeing more of their business dominated by the needs of...

That’s also an indication that they outperformed their category group.