Advisers Can Leverage Plan Sponsor Openness to Plan, Investment Changes, Research Finds
Plan sponsor interest in areas such as reenrollment, in-plan retirement income, and financial wellness programs have grown, finds JP Morgan...
Tag: Retirement Income
TIAA’s Nuveen Launches TDF With Embedded Guaranteed Income Annuity
The new series aims to bring 'pension-like' income options to participants, according to Nuveen's retirement investing head.
Carson Group Starts Beta Testing for New Financial Wellness Program
The wealth manager plans to join other big RIAs in serving participants with its own financial wellness program, according to...
Plan Sponsors Want More Automatic Retirement Features to Help Unengaged Participants
A TIAA survey of 80 plan sponsors points to the need for plan sponsors, advisers and providers to provide a...
Prudential’s Three Pathways to In-Plan Retirement Income
The head of Prudential’s retirement strategy division discusses the firm’s key focus areas for getting guaranteed income annuities into participants’...
TIAA In-Plan Annuity Option Hits 250,000 Participants
The in-plan retirement income marker coincides with another record quarter for retail annuities, according to a separate report from LIMRA.
Investment Service and Product Launches
Savvy Wealth launches AI-powered adviser platform; MassMutual, Nationwide announce buffered annuities; and Touchstone launches ETF focused on securitized income.
Fidelity Starts Reinsurer Focused on PRT, Retail Annuities
The investment giant has registered a Bermuda affiliate to focus on the booming pension risk transfer and retail annuity markets,...
John Hancock Retirement CEO Stresses Importance of Financial Adviser Relationships
The new retirement CEO sees a “heightened” interest from wealth managers in engaging with workplace retirement plans and participants.
BlackRock, Policy Group Detail Results of Delaying Social Security, Adding Guaranteed Income
Researchers ran participant simulations to show retirement income spending power could get an almost 30% boost with the strategies.
Know Your GLWBs: Assessing Annuity Vehicles as In-Plan Income Options
In-plan guaranteed retirement income options are much discussed, but less often implemented. Here are resources for evaluating and implementing the...
Retirement Income Today: How Advisers Can Leverage GLWBs
In-plan annuity products are proliferating, but if advisers want an option today, they should know about the guaranteed lifetime withdrawal...
The Good Old Days: Was the Pension Era Really as Good as Its Reputation?
Experts point out the flaws in the often lauded 'pension past,' while discussing the benefits and potential of the 401(k)...
The ‘Other’ Retirement Income? Pair Passion With Part-Time Work, Experts Say
The stark reality for many Americans is that Social Security and savings may not be enough to meet their retirement...
Recordkeeper “House” Investment Options Worth a Look, But Carefully, Advisers Say
Proprietary recordkeeper fund options can be worth the fee reduction in investment plans, but they must be looked at carefully,...
SS&C Adds Allianz Retirement Income Annuity to DC Plan Platform
Volatile markets amid high interest rates have driven asset growth on SS&C’s retirement income platform to more than $1 billion.
Cetera Taps Former Fidelity Exec Durbin as Parent Firm CEO
Mike Durbin given new CEO role with goal of ‘introducing adjacent capabilities and channels’ to Cetera’s adviser network.
Smart Raises $95M in PE Funding, Eyes Further Acquisitions
Aquiline Capital leads a funding round for the U.K.-based retirement technology firm with operations in the U.S., Europe, Middle East...
New RIA Aims to Advise Plan Sponsors on Diligent Annuity Selection
Experts in the insurance and asset management industries have launched Annuity Research & Consulting to advise 401(k) plan sponsors and...
The PLANADVISER Interview: Fiona Greig, Global Head of Investor Research and Policy, Vanguard
Research and policy expert Fiona Greig discusses moving from consumer spending and saving patterns to the world of long-term retirement...