Data and Research

Vanguard researchers recommend retirees build a balanced, diversified investment portfolio that focuses on total return rather than income.

Even though Americans are looking at record high student loan debt, graduates may be compensating through means other than cutting retirement saving, according to new research.

The firm reflects on how advances of the PPA can be further strengthened.

They are also more willing to take investment risk, a survey finds.

Research finds DC plan sponsors are hesitant to offer retirement income solutions in their plans.

Most government DC plans (85%) use target-date funds, and 69% offer financial wellness services.

TIAA says annuities could make up for savers’ false expectations about their retirement readiness.

Thirty-five percent of Americans have not talked to anyone about retirement, and only 37% define financial planning as a strategy to “…allow me to live comfortably when I...

Latest research from Fidelity Investments reports a rising amount of employees are citing company stock as their favorite benefit.

Americans are overwhelmed by financial stress,  and plan sponsors and advisers can help reduce it.

Less than half of Americans have crunched the numbers to gauge their retirement readiness, a survey finds.

A new study reported that small business owners are rethinking 401(k) plans in hopes to attract and maintain employees.

More than one-third of 401(k) plan participants are under 40, most receive plan contributions from their employers, and equities figure prominently in 401(k) plans, says a new report...

The National Association of Government Defined Contribution Administrator’s report aims to help the industry better understand trends and issues to better serve plan sponsors and participants.

 

A research report from TD Ameritrade indicates that a commitment to a regular long-term savings plan is well worth the effort. 

Companies that do not offer a one say they do not see the value in it, fees are too expensive, and they do not know how to manage...

The median 401(k) plan account balance for consistent participants was more than three times the median balance of all participant accounts in the EBRI/ICI database.

A study by State Street shows that a commitment to improved governance standards can have wider benefits for pension plans.

Thirty-six percent of respondents to a survey said they started planning at a significant birthday.

Research found individuals would forego up to 5.7% of total lifetime consumption to fully insure the risk of retirement date uncertainty.