Retirement Income Archives | Page 10 of 77

Products

April 19th, 2022

Insurance Executives on the Evolving Retirement Landscape

Leaders at CUNA Mutual Group and Allianz Life speak about the prospects for legislative and regulatory progress in 2022, especially when it comes to the broader distribution of...

Compliance

April 12th, 2022

The State of Social Security: Mixed Perspectives

Experts say the uneven economic impact of the COVID-19 pandemic in some ways minimized its likely long-term effects on Social...

Products

March 24th, 2022

Cetera Offers Retirement Income Option to Advisers

Cetera-affiliated retirement plan advisers can access the option for retirement income strategies.

Products

March 21st, 2022

Advisers Can Assist Participants With Spending Safely in Retirement

With a new retirement withdrawal projection from J.P. Morgan, advisers have a tool to help participants gradually spend down accumulated...

Data & Research

March 9th, 2022

Sounding the Alarm on Gender Inequality in Retirement

A recent U.S. House Education and Labor Committee hearing covered several retirement-related topics, including how to increase pay and benefit equity for women in the workforce.

Data & Research

March 8th, 2022

Latest Guide to Retirement Underscores Changing Landscape

J.P. Morgan says retiree income replacement needs have risen across the income spectrum and now range from 72% to 98%,...

In Practice

February 28th, 2022

Most Individuals Not Considering Social Security’s Part in Retirement Income

Study findings suggest that communicating about Social Security’s online portal could improve retirement preparedness, especially for low-income employees.

Data & Research

February 24th, 2022

As Participants Shun Annuities, Some Are Depleting Savings Quickly

Research suggests making participants more comfortable with annuitizing their savings could help them with spending in retirement.

Improving Outcomes | Plan Aggregation

The Full View

The merits of pulling in participants’ external financial information.

Compliance

February 15th, 2022

House HELP Committee Members Introduce Lifetime Income Legislation

The bill, which has been introduced in previous legislative sessions, would allow annuities to be a default investment in employer-provided...

Data & Research

February 8th, 2022

How Auto-Portability Can Address the Wealth Gap

Research shows workers who cash out their retirement plan savings could lose roughly 1.5 years of accumulated wages, but auto-portability...

Products

February 7th, 2022

Paper Offers Tutorial for Choosing DC Plan Lifetime Income Investments

Groom Law Group has published a guide that discusses fiduciary duties in the context of providing lifetime income options within defined contribution plans.

Data & Research

January 14th, 2022

Why Edward Jones Is Funding Alzheimer’s Research

The simple fact of the matter is that debilitating neurological diseases such as Alzheimer’s present a major financial and physical...

Products

January 7th, 2022

Lincoln Financial Revamps Participant Website

The firm says the digital tools embedded on the website are designed to encourage participants to engage more with their accounts.

The Markets

December 27th, 2021

PRTs and In-Plan Annuities Among Top 2022 Trends to Watch

The past two years have been challenging for institutional investors, but they have also brought about opportunities to address some...

Products

December 23rd, 2021

Investment Product and Service Launches

State Street launches new retirement income strategy, while Federated Hermes launches two new ETFs.

Data & Research

December 21st, 2021

How Consumption Changes as Retirement Progresses

The traditional view is that retirees prefer steady consumption as they age, but research suggests that spending declines as retirement progresses.

Data & Research

December 3rd, 2021

2021’s Hardships Redefine Financial Wellness Goals

With so many Americans having gone through tough times over the past two years, a new study looks at how this has affected their financial well-being and sense...

The Markets

November 29th, 2021

Asset Managers Weigh In on DC Plan Investment Trends

They foresee growth in the use of CITs, retirement income products and ESG investments.

Data & Research

November 18th, 2021

A 3.3% Withdrawal Rule Might Be More Sustainable for Retirees Going Forward

Considering low bond yields and high stock valuations, Morningstar re-examined the traditional 4% withdrawal rule.

Tag: Retirement Income