Tag: Post Retirement

Twenty percent of those with a net worth of $5 million or more worry they will have enough money to last them in retirement.

The more confident the investor, the higher their esteem for their adviser.

Who qualifies, and how much can be borrowed?

The insurer will also be hosting two webinars this week on managing risk in retirement.

But older generations expect a different experience in retirement for Millennials. 

Nearly one-third of those 60 and older are planning to stay in the workforce until age 70.

The Insured Retirement Institute will spend the year pushing Congress and the Administration to advocate for legislation that would expand Americans’ access to advice and simpler annuities.

Luke Vandermillen, from Principal, suggests employees would be well-served by seeking help from advisers in setting up a reliable retirement strategy.

Seventy-eight percent think they will be comfortable in retirement, up from 69% in 2014.

Forty-five percent of workers are not too or not at all confident they will have enough money for medical expenses in retirement, and nearly three in five workers...

Sixty percent of employees expressed at least some confidence in retirement, but their planning efforts and savings balances do not support this confidence level.

Product development and participant demands may open a wider door for retirement income solutions in the DC space, according to new research by Cerulli Associates.

Nonetheless, few people know where to find it, and many say their adviser doesn't bring it up.

Allowing for partial withdrawals is among five tips the investment firm gives.

Those who feel they are financially savvy do far better than those who do not.

Fidelity gauged people’s investment knowledge with an eight-question quiz.

They continue to face several challenges, including lower pay than men.

Research found more were 'too worried' about their retirement preparedness than 'not worried enough.'

Hispanic workers born outside of the United States have the lowest retirement plan participation rate of all other workers, but several strategies can help reverse the trend. 

DC plan participants need education about how much they will need to fund a 20- to 30-year retirement, and plan sponsors need education about the role of annuities.