Tag: Retirement Income

In 2013, 19.7% of employees indicated they were on track to meet their income-replacement goal in retirement, up from 17.4% in 2012 and 16.6% in 2011, according to...

The Social Security Administration (SSA) has announced a 1.7% benefit increase for 2015.

If one of your retirement plan participants wanted to establish a drawdown strategy for retirement income, could she assemble an appropriate strategy using the tools and resources available...

Higher education institutions that offer a 403(b) or Roth 403(b) plan are adopting practices that lead to a greater focus on participants’ retirement readiness, a survey finds.

Lincoln Financial Group is providing educational materials for plan sponsors to use in connection with National Save for Retirement Week.

The Principal Financial Group has introduced a personalized, at-a-glance retirement wellness scoring system for retirement plan participants.

With 25 years in the investment industry, Tim McCabe has participated firsthand in the dramatic rise of the defined contribution retirement system.

Taking a retirement plan loan can have a big impact on a participant’s retirement income, especially if the participant does not pay the loan back or stops contributing...

Wells Fargo Advisors (WFA), the brokerage unit of Wells Fargo & Company, recently extended its Envision retirement planning process through the launch of the Income Center.

In a time when corporate merger activity is benefiting CEOs and shareholders, but creating few jobs, Bloomberg TV host Trish Regan asks how to make growth benefit more...

The Center for Retirement Research (CRR) at Boston College has released a booklet explaining ways retirement savers can use home equity to achieve additional income in retirement.

Lifetime income in defined contribution (DC) plans is garnering more attention, but the solutions raise a number of topics, such as safe harbor, plan sponsors’ fiduciary responsibility and...

Research from financial analytics firm Cerulli Associates shows more than a quarter of 401(k) participants look to their plan’s recordkeeper as their primary source of retirement advice.

Approximately $720 billion in defined contribution (DC) plan assets was eligible for distribution but remained in employer-sponsored plans in 2013, according to a report from Cerulli Associates.

Plan advisers have a great deal more work to do on ensuring participant retirement readiness.

Respondents to a survey identified health as the most important factor for a happy retirement, and health care costs as their biggest concern, highlighting the need to consider...

Some retirement plan participants think the required minimum distribution (RMD) is a good guide for an appropriate withdrawal rate in retirement, research suggests.

Ever heard of a QDRIA? You might, if income solutions become an integral part of defined contribution (DC) plans.

An optimistic view of U.S. retirement preparedness depends crucially on assumptions about behavior that may not reflect real world activity, researchers suggest.

Ownership of retirement accounts fell in 2013, but median and mean values of retirement accounts rose substantially, according to a Federal Reserve Bulletin.