Tag: Retirement Income

The good news from a new TIAA-CREF survey is that Americans acknowledge the importance of a lifetime income plan. The bad news: few take action to create one.

The quest to help participants manage their assets after the accumulation phase continues.

Retirement specialist advisers should take a page from the pension plan playbook in helping DC clients overcome common misconceptions about retirement investing, says Rod Greenshields of Russell Investments.

Many older Americans are taking on debt at a time when they should be focused on savings and retirement investments, according to the Employee Benefit Research Institute.

The ERISA Advisory Council has made recommendations to support the idea of retirement plan participants keeping their savings in ERISA-covered plans for life.

A quarterly analysis from BlackRock finds the cost of purchasing lifetime income units increased significantly in the last 12 months, putting pressure on pre-retirees planning for life after...

Nearly nine in 10 households oppose any action by the government taking away the tax advantages of DC retirement accounts.

Pershing rolled out the Retirement Plan Network, which aims to help broker/dealers, investment advisers and registered investment advisers (RIAs) expand their retirement business.

Non-traditional families living with additional members in their households report a positive living situation, but feel financially burdened, according to a study by Allianz.

Retirement plan participants say they want their retirement benefit statements to include an estimate of lifetime income.

A new product expands access to institutionally priced lifetime income for thousands of retirement plan participants.

The American Academy of Actuaries evaluated how well public and private retirement systems—and proposals to reform them—meet the needs of participants, sponsors and other stakeholders.

Widely misunderstood and often not well represented, annuities still attract a lot of interest because they represent what most people desire most: fixed guaranteed income for life. 

Baby Boomers have good retirement savings habits, but accumulated savings may not be adequate.

College faculty and staff are better prepared for retirement than the general population, a survey finds.

Addressing some commonly overlooked factors can improve preparations for retirement.

Lower investable assets and higher health care costs are delaying retirement for the 94% of working middle-income Baby Boomers with plans to retire one day.

Take three couples entering retirement with the same asset base but very different strategies for making the money last. Think you can predict the winner?