Financial professionals often suggest a 4% annual withdrawal rate for retired workers living off accumulated assets, but one service provider is pushing a more sophisticated approach.
Retirement investment services provider Franklin Templeton Investments launched a new program that supplies plan advisers with tools and support to help clients develop long-lasting income streams.
Institutional investors working with Towers Watson more than doubled asset flows moving into “smart beta” strategies last year, reaching $11 billion of inflows in 2013.
The retirement industry has shifted its focus from accumulation to income in retirement, changing the way tools present readiness and income projection.
It’s not just large pension funds that have concerns over rising interest rates and their impact on portfolio strategies—defined contribution plan advisers are apprehensive, too.
The recent decrease in the funded status of defined benefit pension plans highlights the need for plan sponsors to possess a strategy for locking in a favorable funded...
Average daily transfer activity for defined contribution (DC) plan participants remained unchanged in January compared with the previous month, according to the Aon Hewitt 401(k) Index.
Putnam Investments is putting more emphasis on investment strategies that can help financial advisers and their clients pursue strong, risk-adjusted performance in volatile markets.
Fidelity Financial Advisor Solutions, a unit of Fidelity Investments that provides mutual funds and other investment services, released an interactive calculator that helps financial professionals build fixed-income portfolios.
The funded status of U.S. corporate pension plans fell 4.2% during January to reach 91%, according to the BNY Mellon Investment Strategy & Solutions Group (ISSG).
Called the Principal Income Protector, a new tool from The Principal Financial Group helps financial professionals deliver post-retirement income solutions and advice.
A 16% increase in 2014 Pension Benefit Guaranty Corporation (PBGC) premiums pushed Mercer’s Pension Buyout Index into positive territory, meaning it could be cheaper for many employers to...
In an effort to decrease pension risk exposure and insulate their plans from fluctuating economic conditions, more defined benefit (DB) plan sponsors are realigning plan assets to better...