Tag: Retirement Income

The complexity of Social Security benefit formulas and insecurity about the program’s solvency make it difficult for individuals to factor it into their retirement income planning.

Retirement plan sponsors should recognize that different age groups have different financial priorities and investment outlooks, according to Cogent Reports, a division of Market Strategies International.

A lack of succession process readiness, along with valuation issues, makes selling an independent advisory practice unfavorable for many advisers, says a new CLS Investments analysis.

An analysis published recently in the Benefits Law Journal guides plan officials through the process of building a fiduciary framework for selecting lifetime income options.

While it’s true that advisers are often hired to assist with defined contribution (DC) retirement plans, knowledge of defined benefit (DB) issues can still be a big value-add.

Many recent retirees with 401(k) accounts or rollover IRAs are doing well financially and emotionally, according to a survey analyzing retirement spending.

American Century Emerging Markets Debt, American Century Strategic Income and American Century Short Duration Strategic Income were rolled out by American Century Investments.

A lack of information and consistent standards makes it difficult for 401(k) plan sponsors to gauge whether managed account services truly benefit participants, says a new report.

Most savers are withdrawing from individual retirement accounts (IRAs) at a rate likely sustain some level of monthly income throughout retirement, according to an EBRI analysis.

Financial worries are keeping people up at night, according to a Harris Poll.

The concept of retirement income planning may be common parlance among industry professionals, but plan participants are still adjusting to the new age of personal accountability.

Alliance Benefit Group (ABG) has launched a new partnership with Hueler Income Solutions to expand participant access to institutionally priced lifetime income products.

Voya Financial, Inc.’s retirement solutions business has launched myOrangeMoney, an online retirement planning portal that helps participants manage their accounts and plan for their unique financial future.

The average participant in the U.S. defined contribution (DC) retirement system is 43 years old and has saved $91,000, according to an industry benchmark report.

Natixis Global Asset Management announced plans to fund a research project focused on investor behavior and personal financial benchmarking, based at the Massachusetts Institute of Technology (MIT).

American adults under age 30 favor cash and other lower-risk assets, even as the basis of a long-term investment strategy, according to new research.

The Defined Contribution Institutional Investment Association (DCIIA) encourages plan sponsors and advisers to take steps to provide lifetime income solutions to their retirement plan participants based on new...

Nearly half of Americans older than 70 polled for a recent survey say they are either unprepared financially for retirement or they do not know whether they are.

Military members have significant financial concerns and seek protection from potential abuse, according to a recent survey by The National Foundation for Credit Counseling (NFCC).

Fidelity Investments has launched an initiative to help employers evaluate and improve the retirement readiness of their employees.