Data & Research

Research from LIMRA Secure Retirement Institute finds more Americans are entering and living in retirement with a mortgage representing their biggest source of debt.

The GAO’s analysis of literature about replacement rates found that calculating an appropriate replacement rate can be complex.

A new report finds that women have substantially less income in retirement than men.

Target-date funds may not be a set-it-and-forget-it investment after all, according to a Financial Engines study.

Northwestern Mutual has issued a report to help people develop a strategy.

Transamerica takes a look at 16 factors making women anxious about retirement.

Seventy-six percent believe they will be worse off than their parents.

LIMRA Security Retirement Institute finds five separate insurance companies reported buy-out sales above $1 billion during 2015. 

The Bureau of Labor Statistics looked into factors that affect employer's costs for DB plans.

LIMRA research indicates that those who are not saving for retirement tend not to save for other reasons either.

A research brief contends that a national auto-IRA program would be more efficient at closing the retirement plan access gap than state-run programs.

What plan participants know about adequate savings rates and what plan sponsors think they know are often miles apart, according to a survey released by BlackRock.

Nearly half of plan participants do not understand their benefits materials—and most don’t even open or read the information, says the International Foundation of Employee Benefit Plans (IFEBP).

A study finds that most retirement calculators may not be all they’re cracked up to be.

Most workers save only enough to get the employer match, according to research from LIMRA.

However, levels of reallocation activity were slightly higher than the reallocation activity observed in the first three quarters of...

The Fortune 500 listing is often thought of as a pillar of stability, but that description hardly fits the way the world's biggest companies have handled retirement benefits...

A white paper from DST kasina LLC details how the DOL’s fiduciary rule could affect asset managers.

In addition, about one-quarter (27%) of surveyed Americans say the main factor preventing them from saving for retirement is high day-to-day expenses.

Fidelity realizes retirement plan participants have competing financial priorities and don't feel they can increase their savings every year.