Social Security Quiz Stumps Most Americans
Few understand their eligibility, a MassMutual survey finds.
Tag: Post Retirement
Gen X and Millennials Anticipate a Rocky Retirement
Current retirees are less stressed about finances and provide examples of additional preparation steps.
PSNC 2015: Retirement Readiness Benchmarks
A panel of experts at PSNC 2015 urged plan sponsors and advisers to ask, what comes after “funds, fees and fiduciary?”
PSNC 2015: Plan Decumulation Strategies and Products
Income products are a hot topic for the retirement plan industry.
trendspotting
Trendspotting
A look at the latest concerns and actions among employees, and what they mean for advisers
Government Improves Measure of Retirement Income
Income from individual retirement accounts (IRAs) and 401(k)-type plans was being missed in the U.S. Census Bureau’s Current Population Survey (CPS), EBRI says.
Habitual Saving Should Be a Goal for Participants
The Aegon Retirement Readiness Survey 2015 shows clearly that habitual savers are more prepared for retirement than peers saving only periodically—an effect which magnifies significantly over time.
Generation X Most at Risk in Planning Study
A review of Northwestern Mutual’s 2015 Planning and Progress Study data shows Generation X has the poorest financial habits of all generations in the survey.
Bipartisan Legislation Supports Lifetime Income Disclosures
Lawmakers in the U.S. Senate this week introduced legislation that would mandate lifetime income demonstrations and other disclosures in defined contribution retirement plans.
Will Longer-Working Boomers Change the Workplace?
U.S. employers could see a shift in staffing pressures as so-called retired Boomers look to change careers or stay in the workforce, at least part-time, a report says.
Boomers, Gen X Call Retirement Passe
Many Baby Boomers and members of Generation X feel the traditional notion of retirement is out of reach, according to a study from Allianz Life.
Most Working Age People Plan to Partially Retire
The idea of “semi-retirement” has grown in popularity among working age people, but less clear is how to turn hope into reality when it comes to timing retirement.
Helping Participants Plan Their Distributions
Employees receive education about saving for retirement from their employers, but something rarely discussed is how to make that savings last.
Boomers Receptive to End-of-Life Planning
Advisers can work with Boomers on plans to protect the surviving spouse
Firm Debuts Retirement Health Costs Planning Tools
A set of consumer-facing tools and a white paper from HealthView Services aim to help people incorporate health care costs into retirement planning.
Americans Define Financial Success as Being Able to Retire Comfortably
In the past, home ownership served as the benchmark.
servicing strategies
The New Retirement
Many Boomers will need to work in retirement; advisers can help them plan for it
J.P. Morgan Offers Updated ‘Guide to Retirement’
The retirement landscape has changed, especially when it comes to market characteristics and how individuals want to live when they're retired.
Changing Attitudes Mean a Retirement Rebrand
Welcome to the new retirement. Work may not end when retirement begins, and money is not the only reason, according to a Franklin Templeton survey.