Tag: Retirement Income

The offering is designed for financial professionals to deliver to clients and prospects.

Retiring early can be stressful for workers, but with help from advisers, it doesn’t have to be.

The Treasury Department has yet to deliver formal guidance on the deferment. 

However, Millennials and Gen Xers are open to working with financial advisers to learn more and maximize benefits.

Vanguard says that meeting these income needs, along with encouraging strong savings rates and diversification, are the primary drivers in creating successful retirement outcomes.

ANNUA Direct Quote is a tool for retirement plan sponsors, participants and advisers to obtain current market pricing for guaranteed lifetime income at retirement.

Wells Fargo launches Retirement Income Solution, and Morningstar to acquire Sustainalytics.

Advisers will play an important role in helping plan sponsors perform their due diligence and helping participants accept annuities.

Pacific Life's Retirement Income Translator also creates a two-minute personalized video that aims to illustrate the potential benefits of protected lifetime retirement income through an annuity.

Bradford P. Campbell, with Drinker Biddle, recently discussed specific requirements for open MEPs, now called pooled employer plans (PEPs), included in the SECURE Act.

Lincoln Financial Group and Capital Group combine TDFs and annuities; Federated Investors, Inc. to rename brand and ticker symbol; and...

The Center for Retirement Research says the reduction for claiming early is currently too large while the increase for claiming late is about right.

Jason Shapiro notes that some DC plan participants may stay in their plan after retirement and rely on TDFs’ asset allocation for retirement income for possibly 30 years...

To guarantee or not to guarantee? For some of the leading recordkeepers and investment managers, that’s not a question they necessarily want to answer.

Willis Towers Watson’s Thinking Ahead Institute says defined contribution plan designs and communications will leverage technology to deliver a far more customized experience for participants.

Social Security is a big part of retirement income planning for employees.