Tag: Retirement Income

Unprotected pensions, loss of retiree health care benefits and reduced Social Security payments worry retirees.

The United States narrowly holds its spot among the top 20 nations globally in its capacity to meet retirement security needs and expectations.

A joint survey from four retirement industry advocacy groups, released as part of America Saves Week, finds improving macroeconomic conditions haven’t reversed widespread savings challenges.

Banking and investment services provider Wells Fargo says it is expanding its efforts to support military personnel and veterans by offering a series of free online financial education...

Think people are either pre- or post-retirement? Think again. Before and after retirement is a spectrum of lifestyles and backgrounds, research says, and all types need specific messaging...

Low balance limits and initial investment hurdles in the President’s “myRA” proposal will likely restrict the number of service providers bidding on related contracts with the Treasury.

Two updated employee retirement planning guides from the International Foundation of Employee Benefit Plans (IFEBP) offer retirement plan participants help with timing retirement and managing pension benefits.

Does your employee retirement education include information about carrying a mortgage into retirement?

The retirement industry has shifted its focus from accumulation to income in retirement, changing the way tools present readiness and income projection.

Aspire Financial Services LLC added LPL Financial LLC’s retirement advice and education solutions to its plan sponsor support offerings.

Overall retirement income adequacy for Baby Boomers and Generation X households improved last year.

Financial services provider Fidelity Investments finds the average 401(k) balance has continued to increase, ending the fourth quarter of 2013 at a record high of $89,300.

Financial advice and technology company OMYEN Corp. launched a software program that recommends strategies for workers to most effectively draw Social Security benefits.

It’s not just large pension funds that have concerns over rising interest rates and their impact on portfolio strategies—defined contribution plan advisers are apprehensive, too.

CUNA Mutual Group has rebranded one of its subsidiary companies, CPI Qualified Plan Consultants, to reflect a stronger focus on serving the small retirement plan market.

Defined contribution (DC) plans are a critical part of the U.S. retirement system, says a research report.

A new tool from J.P. Morgan Retirement Plan Services gives sponsors and advisers a data-driven view of participant behavior that can help improve plan design and communications.

Members of Generation X, those born between the early 1960s and the mid-1980s, have seen their retirement readiness degrade since the start of the Great Recession.

For the third time in its history, the Pension Benefit Guaranty Corporation (PBGC) is using its authority to partition an insolvent employer’s participants from a multiemployer plan to...

A 16% increase in 2014 Pension Benefit Guaranty Corporation (PBGC) premiums pushed Mercer’s Pension Buyout Index into positive territory, meaning it could be cheaper for many employers to...