Tag: Retirement Income

Workers who are unprepared for retirement are five times as likely as those who are prepared to cite high living expenses as a barrier to retirement planning. They...

Tina Ambrozy, president of sales and distribution at Nationwide, warns of a major disconnect between what consumers think their Social Security benefit will be—and what this amount will...

EBRI questions whether retirees are just determined to preserve their assets or whether they need more education about spending assets in retirement—both have implications for retirement plan advisers...

Forty percent of single retirees overall do not think their savings will be enough if they reach age 90.

This is particularly high among Gen Z (69%), Millennials (64%) and Gen X (66%), a survey found.

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...

Health care costs, especially, come with sticker shock

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%...

Many Baby Boomers have not saved enough, a survey found, and many are also not thinking of important elements of a plan for retirement.

Employers may offer employees the opportunity to purchase an annuity through payroll deductions.

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...

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...

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;...

“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...

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.

The solution is designed to help retirees easily estimate retirement spending and better control the outflow of assets from defined contribution plans.