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The Fidelity Research Institute Retirement Index: 2007 Research Findings (PDF)

12 pages. Excerpt: The Fidelity Research Institute Retirement IndexSM is an industry-leading analytical measure that tracks the progress Americans are making in preparing for retirement.

Report: Maximizing the Value of Company Stock at Retirement (PDF)

28 pages. Excerpt: [The Institute takes] a focused look at one particular strategy for utilizing Net Unrealized Appreciation ... which applies specifically to those individuals who own company stock in their workplace savings plans, e.g. 401k and ESOP.

Structuring Income for Retirement: Addressing America's Emerging Guaranteed Income 'Gap'

Excerpt: This report outlines a conceptual framework to manage the complex interplay between the uncertainties of future investment returns and life expectancy, and the role that guaranteed income can play in helping retirees secure sustainable retirement income. We explore key trade-offs among spending rates, retirement risk, and bequest desires and provide 5 guidelines retirees should consider when developing an income plan.

Identifying Superior Active Portfolio Management (PDF)

Excerpt: Few topics have generated more engaging discussions between academics and investment professionals than the debate over active versus passive portfolio management.

The Role of Real Estate In Funding Retirement: Retiree and Pre-Retiree Opinions (PDF)

6 pages. Excerpt: Presented in this brief are the survey's key findings, specifically on: how retirees and pre-retirees have used or plan to use home equity to finance their retirement; the incentives and barriers to using home equity to fund retirement; how decisions are made; which methods are used most often to leverage home equity; and the usage of and familiarity with reverse mortgages.

Senate HELP Committee Hearing on Retirement Security: Building a Better Future

Video of full Committee hearing held May 13, 2021, with testimony by: [1] Lori Lucas, Employee Benefit Research Institute; [2] Shai Akabas, Bipartisan Policy Center; [3] Deva Kyle, Bredhoff & Kaiser; and [4] Dave Gray, Fidelity Investments.

It's Key to Factor in Health Costs When Saving for Retirement

"According to Fidelity Investments, the average 65-year-old couple retiring this year are likely to spend $245,000 on medical care not covered by Medicare -- 29 percent more than they did 10 years ago. That figure doesn't include long-term care, which can run as high as $200,000 a year for a private room in a nursing home. The data from the Employee Benefits Research Institute are even grimmer. A 65-year-old couple who would like a 90 percent chance of having enough money for lifetime health care should set aside $392,000. Health-related costs are rising by twice the rate of overall inflation."

Senate Committee Hearing on The Role of Social Security, Defined Benefits, and Private Retirement Accounts in the Face of the Retirement Crisis

Page includes streaming video, with links to written testimony by Robert G. Romasco, President, AARP; Andrew G. Biggs, Resident Scholar, American Enterprise Institute; Dean Baker, Co-Director, Center for Economic and Policy Research; and John F. Sweeney, Executive Vice President, Fidelity Investments.