Single Female Retirees Worry the Most About Longevity Risk
Forty percent of single retirees overall do not think their savings will be enough if they reach age 90.
Tag: Retirement Income
Most Americans Do Not Know How Much Retirement Savings Is Needed
This is particularly high among Gen Z (69%), Millennials (64%) and Gen X (66%), a survey found.
Vanguard Guide Helps Define Retirement Goals, Risks, and Resources
Vanguard analysts have published a new framework to help guide retirees as they set investment goals, define their risk budget, plan for health care expenses, and tackle other...
Retirees Say Life Is More Expensive Than They Had Imagined
Health care costs, especially, come with sticker shock
Employees Accept Responsibility for Retirement Security
However, asked if they would prefer to be left to their own devices to invest or have their employer provide them a set retirement paycheck for life, 58%...
Client Communications
Retirement Income Options
Helping sponsors sort out what’s best for retiring workers
Trendspotting
Avoiding Financial Shocks
By cutting back, retirees can absorb money-related hardships
Baby Boomers Not Doing Enough to Prepare for Retirement
Many Baby Boomers have not saved enough, a survey found, and many are also not thinking of important elements of a plan for retirement.
Intro
Par Excellence
Celebrating the 2018 PLANSPONSOR Retirement Plan Adviser of the Year finalists and winners
Prudential Introduces its First Online Income Product
Employers may offer employees the opportunity to purchase an annuity through payroll deductions.
Individual Account Retirement Plans the Dominant Source of Retirement Income
EBRI also found not only do individual account assets make up a large portion of families’ financial assets, but those with individual account assets also have substantially higher...
Pension Plans Need Help Crafting and Executing De-Risking Strategies
By the end of the calendar year 2017, the discount rate used by companies sponsoring pension plans in the S&P 500 had fallen to the lowest level measured...
Market Volatility Hasn’t Tempered Historically High DC Plan Optimism
The Wells Fargo/Gallup Investor and Retirement Optimism Index remains at a 17-year high, despite a clear uptick in volatility, with the index at +139 in the first quarter;...
Pre-Retirees, Retirees Not Addressing Market Volatility in Portfolios
“It’s clear from our research that many retirees may be vulnerable to sudden market corrections and volatility, which can adversely impact savings,” Tina Wilson, head of Investment Solutions...
Ability to Facilitate Annuity Quotes Added to Hueler Income Solutions
Kelli Hueler, founder and CEO of Hueler Income Solutions, suggests this is a solution to the many plan sponsors seeking a prudent process for meeting their fiduciary duties.
BlackRock Launches LifePath Spending Tool for DC Plans
The solution is designed to help retirees easily estimate retirement spending and better control the outflow of assets from defined contribution plans.
Nearly Three-Quarters of Americans Value Guaranteed Income
Seventy percent believe their advisers have a responsibility to discuss guaranteed lifetime income products with them.
Nearly Three-Quarters of Boomers Want to Delay Retirement
More than three in 10 have no retirement budget.
BlackRock DC Pulse Survey Data Points of Interest
The annual report from BlackRock offers quite a deep dive into the large 401(k) plan population; highlighting many well-known retirement industry trends, but also a few that are...
As Participant Sentiments Improve, Sponsor Decumulation Concerns Increase
Anne Ackerley, head of BlackRock’s defined contribution business, sat down last week with PLANADVISER to offer a sneak peek at the DCIO provider’s latest DC Pulse Survey; the...