Tag: Retirement Income

As the firm explains, the program begins with a baseline retiree analysis proactively delivered to each plan participant flagged as retired, and includes a personalized investment strategy recommendation...

During 2016, mortality improvement in older age groups offset large mortality increases, mostly due to external causes in middle age groups, according to the Society of Actuaries.

Researchers suggest debt management should be a factor in retirement security policy.

The Center for Retirement Research (CRR) at Boston College's study finds half of Americans are at risk of having insufficient income to maintain their pre-retirement standard of living.

Alongside numerous proposed changes, employees who work for three consecutive years with at least 500 hours of service each year would have to be made eligible to participate...

A new EBRI analysis suggests some couples retiring in the near future could need as much as $370,000 in dedicated savings just for medical care; small wonder to...

Clients and advisers alike often overlook the possibility of divorce or losing a spouse in their financial planning, according to TD Ameritrade’s latest survey.

Forty-six percent say they would “save less” or “stop saving” in their 401(k) if the tax deferred status of their plan was taken away, according to the Wells...

More than one-third of retirees continue to grow their assets, BlackRock found.

However, they also do not live as long those with a higher socioeconomic status.

Siding with the district court, the 3rd Circuit ruled simply that “plan participant bargaining power … is not a substantive element of a top-hat plan.”

The latest deficit increase was driven primarily by the ongoing financial decline of several large multiemployer plans that are expected to run out of money in the next...

Research also found the youngest and oldest investors were most perceptive to using employer-sponsored retirement planning resources.

Researchers have developed diverse approaches for quantifying the adequacy of retirement income, focusing on different groups of retirees and employing different definitions of income and adequacy, a CBO...

Investors say the most important question an adviser can answer is how much can they afford to spend each year in retirement, according to a Dimensional Fund Advisors...

The GAO and the Treasury Department have also called for greater use of DC plan lifetime income options.

Fewer than one-third of Americans have $100,000 or more saved for retirement, an IALC survey finds.