Data & Research

As an advocacy group for retirement plan service providers and investment managers, the SPARK Institute has been at the center of the debate over the Department of Labor’s...

Retirees surveyed stressed to pre-retirees the importance of professional financial advice when planning for retirement.

Millennials feel hopeful about retirement, despite the fact that many of them haven't saved at all or don't know their net worth.

Retirees and pre-retirees can work with a financial professional to examine the effect of inflation on their retirement.

Employees are also worried about not being able to retire at the age they want and being laid off, according to a PwC survey.

Many are looking forward to it with excitement.

Americans may be increasingly eager to save according to some measures, but that doesn’t mean they’re excited about earmarking dollars for retirement, or that people are widely committed...

Advisers can set themselves apart by developing an effective value proposition for prospective clients and referrals.

HelloWallet found paying down student loans ahead of schedule leads to a lower net wealth at retirement.

An increase in health care costs over the past two years is directly attributing to decreased retirement savings, a survey finds.

Retirees prefer guaranteed income over spending down assets, a survey found.

A study reveals that 77% of Americans older than 40 do not know how much of their retirement savings they can safely spend each year without running the...

Reviewing more than 30 years of consistent data on the experiences of U.S. retirees, TIAA finds satisfaction has stayed “strong and steady” in recent decades. 

However, those who work with an adviser are better off, a survey finds.

Americans plan to live more modestly in retirement to combat the rising cost of living, a survey finds.

People with present bias may delay saving for the future, while those with exponential-growth bias may underestimate the returns on savings, a study finds.

Retirement savings will generally become more difficult as income declines, but there are solutions to promote regular savings at all income levels.

Market volatility poses a real challenge for advisers working to keep clients focused on longer-term goals.

Despite economic hurdles, the majority thinks they will “make it” financially.

Nearly one-quarter of Millennials learn about investing in school.