Latest Research
September 2012
ING Retirement-Research Institute Retirement Across the Ages
According to a study by the ING Retirement Research Institute, nearly half (48 percent) of respondents ages 25-69 who are employed full-time and earn at least $40,000 a year don't feel prepared for retirement.
June 2012
Principal_Financial_Well_Being_Index First Quarter 2012
Americans feel they're in good shape physically but don't have them same confidence about their financial health. Principal's Financial Well-Being Index found that although 53% of Americans rate themselves as physically healthy, only 31% rate themselves financially healthy.
June 2012
Aon_Hewitt_2012_Hot_Topics_in_Retirement
In October 2011, Aon Hewitt surveyed HR professionals throughout the U.S. to learn what is likely to occur with retirement programs in the coming year. The survey explored their focus and expected actions regarding the design,management, and delivery of their retirement programs-including defined contribution (DC), defined benefit (DB), and retiree medical plans as they relate to active, salaried U.S. employees.
This year's survey results show that employers are continuing to assess the most effective way to deliver retirement benefits to their employees and keep up with the evolving retirement landscape.
April 2012
PwC Financial Wellness Survey 2012 Results
Despite recent improvements in the economy, the hangover effect from the recession and slow economic growth continues to erode employees' retirement confidence and overall financial wellness.
April 2012
Prudential Retirement- Achieving Security in an Era of Uncertainty
While the goal of achieving retirement security is arguably more challenging than at any time in the last 50 years, this paper focuses on steps that can improve retirement outcomes.
April 2012
Transitioning into Retirement: The MetLife Study of Baby Boomers at 65
This study provides a view of those Baby Boomers born in 1946 who turned 65 in 2011. It examines the attitudes and behaviors of this leading edge Boomer segment as they transition into the next phase of life.
March 2012
The 2012 Retirement Confidence Survey: Job Insecurity, Debt Weigh on Retirement Confidence, Savings
February 2012
Merrill Lynch Affluent Insights Survey
Nearly 60% of affluent Americans view the prospect of living to the very ripe old age of 100 positively, though three-quarters would approach financial planning differently if they knew today they were going to live that long, according to a the results of a Bank of America Merrill Lynch survey released Wednesday. The majority of those surveyed (59%) also believe the age at which Americans are eligible to collect Social Security should be raised.
February 2012
Nationwide Healthcare Costs in Retirement Study
The rising cost of health care is one of the most serious and complex issues facing society - in fact, it's likely to be the third greatest expense in retirement1, behind housing and transportation. But many people are unprepared or uncertain how they'll deal with health care in retirement. A survey conducted by Harris Interactive in February 2012 showed:
45 percent expect health care to be their biggest expense throughout retirement
$5,621 was the amount participants expect to spend on health care each year on average