The vast majority of Millennials say they plan to work in retirement—while fewer than one in five of today’s retirees have ever worked for pay after initially leaving...
Approved in 2014 by the Internal Revenue Service (IRS), new rules allow owners of qualified plan assets to delay receiving distributions from the assets in a QLAC up...
An analysis of DC participant distribution behavior supports the use of 'through' TDFs and the allowance of partial distribution options to help participants preserve their assets and develop...
“Women face hurdles during their savings years and then face a second, equally difficult, set of challenges throughout retirement,” a new TIAA report warns.
A new analysis from Lincoln Financial Group and Zeldis Research suggests few are aware of the wide range of solutions available to help address the potential financial impact...
Comparing the asset allocations between traditional and income-oriented TDF portfolios found greater allocations to high income-generating investments, according to a Wilshire analysis.
The complexity of explaining retirement income solutions to participants was one of several reasons defined contribution plan sponsors cited for not offering these options in their plans.
However, a Wells Fargo study also found three-quarters of retirees are confident they can maintain their chosen approach to managing their retirement savings and investments throughout their retirement.
Research from Northwestern Mutual suggests a client’s thoughts about marital status and career ambition are among the strongest determinants of risk tolerance and general financial attitudes.