Tag: Retirement Income

A retirement plan adviser is pushing the industry to consider Social Security’s place as a fixed asset for U.S. workers—and...

Retirement and annuity experts created IncomePath, which can include an assessment of annuity options in a saver’s retirement income plan.

Assets jump on demand for guaranteed lifetime income; meanwhile, NAPA announces retirement income certificate program for advisers.

The first story in a new quarterly series, PLANADVISER In-Depth, considers the tax code that underpins America’s pension system and...

CAPTRUST joins list of advisories partnering with Pontera on 401(k) management tool; F&G Annuities & Life launches RILA; and iCapital...

A proliferation of retirement income annuity offerings has ARC consultants citing ‘cause to question’ language that requires assessing annuity offerings...

Pacific Life annuity available on Fidelity participant platform; Steward Partners adds Pontera 401(k) management services; Elements partners on free client...

A Greenwald study finds plan sponsors often in favor of retirement income, but seeking solves for complexity, cost and choice.

Prudential announces Fidelity-related SimplyIncome annuity solution; Betterment launches small business student loan 401(k) matching program; Corebridge brings multi-year guaranteed annuity...

Fidelity’s Guaranteed Income Direct gives participants the option of converting some or all of their retirement savings into a monthly...

Pontera announces partnership with Commonwealth Financial Network; SELAX Brokerage enhances annuity transaction efficiency with Luma Financial Technologies; Ritholtz Wealth Management...

Yaqub Ahmed and Steven McKay, once competitors in the marketplace, will now seek to meet the AUM goal for Franklin's...

The Alliance for Lifetime Income sounds the alarm bell in a new white paper, while separate research from Principal shows...

The investment manager and retirement recordkeeper made the announcement as it highlights retirement saving trends, including personalization and diversification.

Senators Tina Smith and Thom Tillis were recognized for their efforts to improve retirement security of Americans, notably through the...

Fears about both inflation risk and retirement income remain elevated, per annuities and insurance provider F&G.

Already the majority owner, KKR will take full ownership to solidify its insurance footprint and the connection to its asset...

Of plan sponsors considering an in-plan annuity, 79% do so through a plan consultant or adviser, according to a LIMRA...

Top plan advisers stressed the importance of working with participants beyond just the retirement plan.