Data and Research

While 64% of Millennials say they have a financial plan, most believe they are only saving half of what they should be, according to a Nationwide Retirement Institute...

More than three-fourths of retirement plan sponsors surveyed give their plans a grade of A or B, but only 61% give their employees’ saving habits similar grades.

Americans' retirement expectations were damaged significantly by the “Great Recession,” as seen in a nearly 23% drop in workers retiring early or close to their expected date.

Research from the Insured Retirement Institute (IRI) shows postponing retirement plan salary deferrals by five to 10 years can reduce total retirement income by nearly 25%.

Fiduciaries often cite asset leakage as a major challenge in running a 401(k) plan, but one provider says there may be a straightforward solution to slowing loan-related leakage.

Longevity annuities could help many individuals use their retirement assets most effectively to achieve financial security, according to a new paper.

Eighty-three percent of middle-income Baby Boomers have not had any type of formal training or education about topics related to retirement financial security, a survey finds.

Professionally managed assets of U.S. investors reached $36.8 trillion in 2013, according to a new analysis from investment analytics firm Cerulli Associates.

Baby Boomers and Millennials stand at opposite ends of the career pathway. Does this mean their retirement investments should be opposites as well?

Parents who are married or living together with children from a previous relationship face a challenging financial outlook, especially when it comes to retirement savings.

Improving the retirement plan participant experience is an important step in addressing the nation's retirement savings shortfall, according to Broadridge Research.

Less could be needed to meet health care costs in retirement, according to new modeling by the nonpartisan Employee Benefit Research Institute (EBRI).