Tag: Post Retirement

More employers are recognizing employees need financial education programs to help them deal with financial challenges.

American's retirement readiness levels are not as bad as some predictions make them out to be, according to a Towers Watson report.

Plan sponsors need to understand key issues as they meet their fiduciary obligations in this changing world, Bob Collie of Russell Investments says.

Do-it-yourself (DIY) retirement plan investors are falling behind their peers in meeting certain objectives, suggests a study from Guardian Life Insurance Company of America.

While nurses spend their lives taking care of others, they often fall behind in taking care of their own financial future, a Fidelity Investments study suggests.

Individual retirement account (IRA) rollovers increased 7.3% during 2013 to reach $321.3 billion in total rolled-over assets, according to financial analytics firm Cerulli Associates.

The hottest issue for those in the retirement benefits industry right now is benefit adequacy, according to Fred Reish.

More than half of retirees say they have withdrawn funds from retirement accounts, usually to cover short-term expenses, without a strategy in place to mitigate longevity risk.

A new analysis from Putnam Investments, reviewing years of income replacement projection data, finds many retirement savers missed out on recent market surges due to low equity allocations.

A new customizable report card tool from Great-West Financial helps retirement plan sponsors and advisers evaluate a plan’s overall performance according to a variety of key metrics.

A study by the National Association for Retirement Plan Participants (NARPP) finds a low level of financial literacy among retirement plan participants.

Retirement plan participants are showing strong interest in target-date strategies, but one provider says retirement investors should stick to the most conservative approaches.

Americans are often passive about financial education and financial literacy, which can negatively impact their chances for living a comfortable retirement, a new study finds.

Passage of 403(b) regulations in 2007 led 403(b) plans to adopt similar requirements and administration practices to those of 401(k)s.

Results from the Charles Schwab Money Myths survey show a prevailing sense of overconfidence and unfounded optimism among U.S. workers planning for finances after age 50.

When it comes to executive retirement arrangements, a recent study reveals a continued emphasis by U.S. companies on elective deferred compensation.

The Insured Retirement Institute (IRI) released a new report showing Baby Boomers’ confidence in their plans for retirement continues to decline.

While U.S. workers are more satisfied with their financial situation now compared with five years ago, their retirement confidence still remains below levels prior to the financial crisis.

Americans’ confidence in their ability to afford a comfortable retirement has recovered somewhat from the record lows of the past five years, according to the 24th annual Retirement...

Four years after the launch of its Lifetime Income Analysis experience, participants in Putnam Investments-administered 401(k) plans continue to take significant steps forward in increasing their level of...