Tag: Retirement Income

A new financial wellness program from Merrill Lynch helps clients assemble and compare competing financial concerns while also shaping an individualized, goal-oriented path towards a better retirement.

Employees are recognizing that their financial vulnerabilities are most likely resulting from factors they can control rather than external factors such as the economy or stock market, a...

Showing plan participants how well and how much their best-performing peers save is highly motivating, Putnam Investments finds.

Average investors are showing renewed confidence and have set aggressive investment targets, according to Natixis Global Asset Management, but outlooks for retirement remain depressed.

Financial planning technology provider OMYEN Corp. recently upgraded its Social Security Maximizer software and will provide free training on maximizing benefit payments from the federal program.

Do-it-yourself (DIY) retirement plan investors are falling behind their peers in meeting certain objectives, suggests a study from Guardian Life Insurance Company of America.

Many women are still facing financial challenges due to the economy, which are impairing their retirement readiness and outlook.

Fewer Americans plan to rely on a 401(k) account as their main source of retirement income than planned to prior to the recession, according to a recent Gallup...

Individual retirement account (IRA) rollovers increased 7.3% during 2013 to reach $321.3 billion in total rolled-over assets, according to financial analytics firm Cerulli Associates.

Three factors create a roadblock to retirement income for advisers' clients: low yield, adequate equity exposure and managing volatility.

Plan officials need to offer a greater variety of target-date fund glide path options to meet the differing needs of participants, Transamerica says in a new white paper.

The aggregate funded ratio for U.S. corporate defined benefit (DB) pension plans decreased to 86% in April, according to Wilshire Consulting.

The smallest of employers are gaining enough confidence in the economic growth of their businesses to increase efforts to help employees save for retirement.

Abandoned 401(k) accounts don’t do anyone any good, and they just may be hitting critical mass, according to the Retirement Clearinghouse.

Work will be a part of Baby Boomers’ lives even into the retirement years, a survey finds.

More Americans realize they aren’t on track to meet retirement income needs, according to Northwestern Mutual, but the country as a whole is struggling to address longevity risk.

New analysis from Fidelity Investments shows the average balance of its client’s 401(k) accounts reached $88,600 during the first quarter of 2014, boosted by automatic plan features and...

BlackRock, Inc. has expanded its proprietary CoRI retirement suite with new income projection and portfolio allocation analysis tools.

The hottest issue for those in the retirement benefits industry right now is benefit adequacy, according to Fred Reish.

More than half of retirees say they have withdrawn funds from retirement accounts, usually to cover short-term expenses, without a strategy in place to mitigate longevity risk.