Deals & People December 7th, 2023 IRI Announces 2023 Policymaker Retirement Security Awards Senators Tina Smith and Thom Tillis were recognized for their efforts to improve retirement security of Americans, notably through the...
Data & Research December 5th, 2023 Americans Remain More Wary of Inflation Than Retirement Shortfall Fears about both inflation risk and retirement income remain elevated, per annuities and insurance provider F&G.
Deals & People November 29th, 2023 KKR to Buy Final 37% of Annuity Provider Global Atlantic for $2.7B Already the majority owner, KKR will take full ownership to solidify its insurance footprint and the connection to its asset...
Data & Research November 28th, 2023 LIMRA: Plan Advisers Will Play Key Role in Future of In-Plan Annuities Of plan sponsors considering an in-plan annuity, 79% do so through a plan consultant or adviser, according to a LIMRA...
In Practice November 17th, 2023 PLANADVISER Practice Progress Series: Participants Top plan advisers stressed the importance of working with participants beyond just the retirement plan.
Data & Research November 14th, 2023 Morningstar Ups Safe Starting Retirement Withdrawal Rate to 4% Higher fixed-income yields and lower long-term inflation estimates led to Morningstar raising the starting retirement withdrawal rate from last year’s...
Products November 10th, 2023 Transamerica, ADP Each Add In-Retirement Plan Annuity Options With the announcement, Transamerica becomes the first recordkeeper to offer State Street’s TDF with an embedded annuity, while ADP adds...
In Practice November 3rd, 2023 The PLANADVISER Interview: Jose Minaya, CEO, Nuveen The head of TIAA’s asset management arm discusses his leadership style, focus on in-plan retirement income and how the financial...
Data & Research November 1st, 2023 Participant Goals Show Need for Plan Design Improvements Many participants want to save more and retire at the traditional age, which will require advisers to help with thoughtful...
Practice Management November 1st, 2023 Long-Term Participants Create Challenges, Opportunities Participants are staying longer in 401(k) workplace plans. What does that mean for the future of plan advisement?
Publisher’s Note A Shift Toward Annuities If you won the lottery, would you take the lump sum, or the monthly payments? I’ve heard that most people...
In Practice October 18th, 2023 Recordkeepers: We’re Investing to Reach Participants ‘At Scale’ Recordkeepers speaking at a LeafHouse Financial conference discussed meeting participant needs with a combination of technology and human interaction.
Data & Research October 17th, 2023 Inflation Is Reshaping Retirement Outlooks, MFS Reports Meanwhile, Morgan Stanley finds investors are bearish on the market, with inflation topping the list of concerns.
In Practice October 13th, 2023 The PLANADVISER Interview: Kourtney Gibson, Chief Institutional Client Officer, TIAA The head of the firm’s retirement solutions group talks guaranteed income, the savings gap and treating consultants and advisers as...
October 12th, 2023 Social Security COLA Announced as 3.2% for 2024 Monthly Social Security checks will increase about $59, a lower increase than in recent years but still larger than the...
Data & Research October 5th, 2023 Survey: 73% of Top Advisers Chat In-Plan Annuities With Clients PLANADVISER’s quarterly pulse survey finds the majority of retirement plan advisers “occasionally” discuss in-plan options, but some don’t see the...
Data & Research October 4th, 2023 Americans Underestimate Health Care Costs’ Impact on Retirement Decisions Health savings accounts and cash flow from annuities can help mitigate too-rosy thinking, says retirement income association fellow.
In Practice October 3rd, 2023 Vanguard Says Sweeps, Auto Enrollment Still Key in Combatting Savings Gaps Retirement readiness is strong among many workers, but large gaps remain for plan sponsors and advisers to address.
Compliance October 1st, 2023 DOL’s Khawar Says ‘Partnership’ Needed to Combat Cyber Risks The principal deputy assistant secretary for EBSA discusses how plan fiduciaries have been using DOL best practice guidance, and why...
Data & Research September 27th, 2023 Investment Advisers Assume Lower Market Returns, See ‘Safe’ Withdrawal Below 4% A number of advisers to RIAs are predicting lower historical growth rates on stocks and bonds, posing challenges for retirement...