Tag: Retirement Income

State Street Global Advisors is just the latest firm to tell PLANADVISER that serious policy conversations going on behind closed doors in Washington very much include retirement tax...

News headlines surrounding the recent U.S. elections and the future of the Affordable Care Act have left many investors unnerved, says Jim Jessee, with MFS.

Researchers' simulations of proposed policy reforms for Social Security show that some reforms would increase this gap in lifetime income benefits.

There are strategies to help retirees create a lifetime income stream that can reverse this trend.

An executive with MetLife urges plan sponsors and advisers to avoid talking about annuities “as if they were an investment option … they aren’t really an investment.”

Very few believe the economy has fully recovered, and many say their savings and salaries are lower than before the Great Recession.

Roughly one-third of those who report having spent a significant portion of a retirement plan lump sum distribution taken from either a DC or DB plan say they...

The new DC plan solution combines human touch and technology to make the onboarding experience easier.

Who qualifies, and how much can be borrowed?

Working with a financial adviser increases confidence, an IRI survey found.

The insurer will also be hosting two webinars this week on managing risk in retirement.

The same tool that is reliable for providing quick and simple Social Security estimates won’t be as helpful when subtler situations arise—and so picking the right benefit calculator...

Product development and participant demands may open a wider door for retirement income solutions in the DC space, according to new research by Cerulli Associates.

Retirement income as a percentage of wealth has declined as the employer-sponsored retirement plan landscape has been moved to mostly DC plans, a study finds.

A coalition of advisers and providers is making the case on Capitol Hill that dialing back DOL guidance supporting state-run retirement savings programs for private sector workers is...

Allowing for partial withdrawals is among five tips the investment firm gives.

In the last few years, real-estate exposure has been gaining traction in the DC space; however, its potential for key benefits also poses several challenges.

DC plan participants need education about how much they will need to fund a 20- to 30-year retirement, and plan sponsors need education about the role of annuities.

Some suggest it is little more than a lack of awareness that has prevented a big rush by DC plans towards smart beta investing.