Tag: Retirement Income

A court found that University of Chicago employees were not eligible for retirement plan benefits based on their part-time status.

The 100 largest defined benefit (DB) pension plans experienced a $58 million improvement in funding in March. 

 The majority of financial advisers say their clients’ retirement portfolios are nearly recovered, but “the psychological scars run deep,” according to a poll from the SEI Advisor Network.  

Methodology helps manage longevity risk, maintain liquidity and better predict income for retirees.  

Forty-three percent of male workers believe they are saving enough money in order to live comfortably in retirement, compared with 26% of female workers. 

More Gen Xers reported they started saving for retirement between the ages of 25 and 34.  

Thirty-five percent of Americans think it is possible for a middle-income family to save for a secure retirement. 

The 22nd annual Retirement Confidence Survey (RCS) finds that Americans’ confidence in their ability to afford a comfortable retirement is stagnant in the face of more immediate financial...

The age workers plan to retire continues to see a slow upward trend.     

Only 39% of investors between the ages of 21 and 50 are confident that they will have enough money for retirement.

Fifty-eight percent of investors say they have “little” to “no” control over their ability to build retirement savings. 

Retirement planning was by far the most popular financial topic among employees in 2011, according to an analysis by Financial Finesse.

Drinker Biddle & Reath, LLP formed a team to aid the industry in navigating the legal and regulatory maze associated with creating sustainable income solutions.


 Americans are cutting simple costs to help save more for retirement.  

Recent research shows a majority of small-business owners are concerned about retirement, yet one-third of women and one-quarter of men surveyed have not estimated how much they will...

Nearly half (44%) of U.S. workers are worried about reductions in their retirement benefits over the next two years, according to a survey by Towers Watson. 

According to findings from the latest Merrill Lynch Affluent Insights Survey, three out of four (75%) affluent Americans would approach their money management differently if they knew today...

Working together to increase K-12 employee participation in 403(b) plans can produce benefits for advisers, school districts and employees alike.

 T. Rowe Price launched Ready-2-Retire, a web-based tool that allows investors to envision how they might live in retirement.    

Cerulli Associates estimates there were approximately 11.5 trillion investable asset dollars in retirement income opportunity (RIO) households in 2010, and this number is expected to reach $13.7 trillion...