Data and Research

April 19, 2017

ICI Measures Adequate Income Replacement

Research findings show Social Security benefits and retirement income from employer-sponsored retirement plans, annuities, and IRAs together provide substantial income for U.S. retirees.

April 18, 2017

Investors Lack Fiduciary Awareness

Only 50% of investors who work with a financial adviser are certain whether their adviser is a fiduciary, while 38% don’t know if their adviser is a fiduciary or not, according to a Financial Engines survey. 

April 13, 2017

Many Admit They Could Improve Savings Habits

Survey results suggest men and women are broadly concerned about affording unexpected expenses, affording health care costs and being able to take desired vacations.

April 12, 2017

Retirement Trends Shifting in America

More and more people plan to stay in the work force past age 65, and many cite effects of the Great Recession for causing them to fall behind on retirement savings. 

April 05, 2017

HSA Adoption Growing

HSA adoption is on the rise, but several misconceptions are keeping people back from maximizing their benefits, according to research by Fidelity Investments.