Data and Research

May 02, 2017

Americans Get an 'F' on Retirement Planning

A majority of people believe they have plenty of knowledge about retirement planning, but only 33% of these people passed a quiz on ways to make their nest eggs last.

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.