Tag: Retirement Income

Clients (or potential clients) should not underestimate the power of retirement and health benefits to attract and retain dedicated employees.

However, only 24% of workers are covered by a pension.

Increasing life expectancy, disappearing sources of guaranteed income, and historically low yields on bonds make for some tough fixed-income investing conditions; a disciplined approach can help.

The agency has made recommendations to the Social Security Administration to help individuals make better-informed decisions.

An IRIC issue brief provides answers to nearly a dozen frequently asked questions about adding distribution options to a DC plan.

Most Americans are unfamiliar with annuities which could ensure they do not outlive their savings, a study finds.

Encouraging plan sponsors to think about the decumulation phase.

Kicking off the second day of the PLANADVISER National Conference, two retirement plan thought leaders, with BlackRock and J.P. Morgan, discuss practical solutions to the most pressing plan...

Two leading executives discussed the new fiduciary rule, retirement readiness, income and more.

In a report, the GAO notes that concerns about legal risks and recordkeeper constraints may deter many 401(k) plan sponsors from offering lifetime income options in their plans.

Researchers note that an individual who draws a retirement shock at age 60 instead of age 65 would lose multiple years of prime wage earnings, putting a significant...

They also believe that balances should be translated into income streams.

However, Millennials are using technology more frequently for managing finances and leading healthy lifestyles.

They are also looking for fiduciary advisers and leading-edge technology.

It may not be emotionally easy to do, but clients can notably improve their retirement outlook if they reconsider financial support given to their self-sufficient adult children.

A new TD Ameritrade survey report likens the mindset of Millennial investors to that of workers living in the wake of the Great Depression, nearly a century ago. 

While pension plans are far more prevalent among non-profits compared with for-profit employers, they’re still only available to a minority of non-profit staff.