Tag: Post Retirement

Among Baby Boomers who think it is important to work with an adviser, nearly 70% said they would purchase an annuity within their individual retirement account (IRA), according...

Over a six-year period, projected income replacement scores in plans managed by Empower increased from 68% to 77.8%

Alongside numerous proposed changes, employees who work for three consecutive years with at least 500 hours of service each year would have to be made eligible to participate...

But, employees younger than 25 and older than 65 are more likely to say they try to save/invest their HSA funds, a survey finds.

The Center for Retirement Research projects that 40% of those born between 1976 and 1985 will be unable to replace 75% of the income they received between the...

60% say life in retirement exceeds their expectations.

Fifty-seven percent of employees surveyed do not want their employer to send personalized messages to people facing important financial decisions.

More than one in four now avoid the market and nearly half have altered their spending and savings habits.

More than one-third of retirees continue to grow their assets, BlackRock found.

However, they also do not live as long those with a higher socioeconomic status.

However, debt held by those between the ages of 65 and 80 increased 40% between 2003 and 2015.

Among retirees that have been out of the workforce between one and 10 years, only 11% to 18% have consolidated their investment accounts, according to a new report.

The department believes an oversight bureau, created to assess the financial strength of annuity providers, would help employers and advisers become more comfortable including annuities in retirement plans.

Yet only 20% have taken any step toward funding their long-term care expenses.

A survey of the newly retired finds 40% spend more for health care than they’d expected.

It is clear which countries lead the way in providing sustainable retirement systems with adequate benefits—and what others can learn from them to improve.

However, they report they have more in savings than in credit card debt.