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...
Tag: Retirement Income
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...
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...
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...
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...
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.
Inflation Is Reshaping Retirement Outlooks, MFS Reports
Meanwhile, Morgan Stanley finds investors are bearish on the market, with inflation topping the list of concerns.
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...
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...
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...
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.
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.
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...
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...
Nationwide: 6 ‘Myths’ and Myth-Busters About In-Plan Retirement Income
The firm's head of product development discusses the perceived myths held by many plan sponsors and some advisers.
Prudential, Warburg Pincus Partner on Reinsurance Firm
The two financial firms are launching Prismic Life Reinsurance with $10 billion in reserves.
Capital Group Piloting Benartzi’s PensionPlus Retirement Income Manager
The owner of American Funds adds PensionPlus to its TDF retirement series with goal of giving advisers a retirement paycheck...
Investment Product and Service Launches
AmericanTCs, Allianz come to market with in-plan annuities; Lincoln Financial upgrades its RILA to combat market volatility; Altruist adds multi-account...
Voya Adds New Roles, Expanding Wealth Solutions Team
Shelly Nolfi and Holly Monday will join in the newly created positions of assistant vice president for client management and...