Tag: Post Retirement

The head of retirement at J.P. Morgan Asset Management says his firm is seeing considerable, yet largely unmet demand for guidance about withdrawals and spending in retirement.

Unprotected pensions, loss of retiree health care benefits and reduced Social Security payments worry retirees.

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.

The United States narrowly holds its spot among the top 20 nations globally in its capacity to meet retirement security needs and expectations.

Think people are either pre- or post-retirement? Think again. Before and after retirement is a spectrum of lifestyles and backgrounds, research says, and all types need specific messaging...

The Principal Financial Group is issuing a 10% savings challenge to retirement plan participants and a new way to track progress through a Retirement Wellness Report.

Two updated employee retirement planning guides from the International Foundation of Employee Benefit Plans (IFEBP) offer retirement plan participants help with timing retirement and managing pension benefits.

Financial services provider Fidelity Investments finds the average 401(k) balance has continued to increase, ending the fourth quarter of 2013 at a record high of $89,300.

Financial advice and technology company OMYEN Corp. launched a software program that recommends strategies for workers to most effectively draw Social Security benefits.

The Pension Benefit Guaranty Corporation (PBGC) will pay retirement benefits for a plastic container manufacturer based in Trevose, Pennsylvania.

Members of Generation X, those born between the early 1960s and the mid-1980s, have seen their retirement readiness degrade since the start of the Great Recession.

Wary of economic recession and volatile markets, young workers are going the way of their grandparents and great-grandparents when it comes to investments and money management.

Participants tend to stay in-plan for a time after retirement, research shows, and may need help deciding how to preserve and maximize their account balance.

Military families with a financial adviser are more likely to feel confident about retirement than those not receiving advice, new research shows.

It is possible to estimate the amounts necessary to make the value of defined benefit (DB) plans equal to income paid by defined contribution (DC) arrangements.

A new report urges U.S. retirement plan regulators to examine and emulate other countries’ efforts to improve employee spend-down options for post-retirement years.

Worries about recruiting and training new talent, as more Baby Boomers retire, top the list of challenges facing plan sponsors and advisers of 403(b) plans.

Nicolas Lance has joined the companies of OneAmerica in a newly created position of vice president, retirement income strategies.

When it comes to determining a sustainable drawdown rate, everyone is searching for the right answer, says Gregg Fisher of Gerstein Fisher, an investment management firm.

Every racial group faces a retirement crisis, but people of color face particularly severe challenges in preparing for retirement.