Data and Research
People Rely on Retirement Accounts, Home Equity for Retirement Income
One-half of all of all families that have retirement account assets plus home equity rely on these for more than 78.2% of their retirement savings outside Social Security....
Fear Keeps Older Americans from Experiencing Dream Retirement
More Americans Will Work Post-Retirement…Because They Want To
One in Three Americans Have Ceased Retirement Savings at Least Once
Fidelity Finds Positive DC Savings Trends in Q1
Total average savings rates and account balances reached record levels in Q1 2017, according to research by Fidelity.
Demographic Transition Can Inform Investment Decisions
Millennials Need More Investing Advice
Research suggests timing the market reduces returns every year, but Millennials are making these decisions at an alarming rate.
More Citing Retirement Savings Accounts as Major Source of Retirement Income
Post-Millennial Generation Saving Early
Most Americans Using Tax Refunds to Improve Financial Well-Being
Managing Life Events Can Improve Financial and Overall Well-Being
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...
State Pension Underfunding and Contribution Decisions Hurt Credit Quality
Confidence in Secure Retirement Increases
Adviser Access Important to Pre-Retirees
Small Businesses Debate Role of State-Based Retirement Plans
LIMRA finds reactions were “mixed” among small-business owners regarding Connecticut’s forthcoming program offering state-administered retirement planning to private-sector employees.