Tag: Retirement Income

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

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.

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

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

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

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

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

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

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

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

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

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

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...

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

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

As many as one in three workers say they are set to retire or considering leaving their current role in the next 18 months, according to a new...

Higher than average rates of poverty among Americans over the age of 65 can be found in 19 states and Washington, D.C., according to a MagnifyMoney survey.