Tag: Retirement Income

I’ve long adhered to the wisdom of having a “Plan B,” a fallback position if the things you hope will work out—don’t.   

DST Retirement Solutions has hired Ian Sheridan as division vice president to implement its new Retirement Income Information Clearing & Calculation (RICC) offering.

Lord, Abbett & Co. and Wilshire Associates announced the joint release of Pro Active Income Solutions, portfolios designed to deliver targeted income through an active overlay. 

A recently published white paper from MetLife offers guidance for advisers about how to help clients transition from the accumulation phase to the drawdown phase in retirement.  

Living longer than expected is one of the most serious issues facing U.S. workers today, according to the Institutional Retirement Income Council (IRIC).

The majority of individual investors (58%) say they’ve lost faith in the stock market and nearly half are not likely to ever put more money into the market,...

Nationwide Financial is introducing IncomeInsight, a resource for advisers to use when exploring a variable annuity with a lifetime guaranteed minimum withdrawal benefit option for clients’ retirement portfolios....

I was in London for a few days last week. 

There are still changes to be made to 408(b)(2), said Assistant Secretary of Labor Phyllis Borzi, speaking last week.

Proposed regulations for lifetime income options are under review at the Internal Revenue Service.

The SPARK Institute is accepting requests from the retirement plan community for possible changes to its lifetime income solutions data standards.

Fifty-five percent of Americans planning to retire in the next seven years are confident in their ability to generate a suitable retirement income, according to a recent Cogent...

Drawing comparisons to the Pension Protection Act that codified best practices that were already in play, Chip Castille, managing director and head of U.S. & Canada Defined Contribution...

The Institutional Retirement Income Council (IRIC) has developed a scorecard that can evaluate the suitability of a retirement income strategy as an investment option within an employer-sponsored defined...

In its 2011 Defined Contribution Survey, BlackRock asked plan sponsors and participants to describe the allocation of responsibility they see in retirement plans.   

Most investors do not have a clear enough understanding of variable annuities (VAs) to appreciate the guaranteed income they can potentially provide, according to the results of a...

AXA Equitable Life Insurance Company has developed applications for use on BlackBerry smartphones, which cover retirement income and life insurance topics.

Less than five percent of advisers have shifted their practice to exclusively serve the Baby Boomer market, but researchers say this percentage is likely to grow.  

The Profit Sharing/401k Council of America (PSCA) is offering the Hueler Income Solutions platform to its plan sponsor member companies.

We had wrapped up a very successful half-day adviser event ahead of our annual Awards for Excellence dinner last week.