Tag: Retirement Income

When some of the country’s top retirement plan advisers gathered last week to discuss retirement income, Jim Brockelman, Managing Director at Putnam, pointed out that the entire topic...

About one-third of participants using Putnam Investments’ Lifetime Income Analysis Tool have made changes to their deferral rates. 

Putnam Investments announced plans to offer a suite of income-oriented funds that aim to help Boomers and retirees develop strategies based on their risk tolerance.  

Working Americans are a lot less confident about their retirement prospects, according to a new report. 

Investment consultants, expecting lower capital market returns and more volatility, support broader asset diversification and custom target-date strategies for defined contribution plans.

MetLife, Inc. and PIMCO have created a retirement income solution that combines investment and insurance products.

Transamerica introduced Retirement Income Max, an optional living benefit rider, available with Transamerica’s suite of variable annuities.

LPL Financial has introduced a platform that allows for discretionary management of variable annuity assets for LPL Financial-affiliated advisers.

For years, retirement education focused on the need to save; but as Baby Boomers are starting to reach retirement, they’ll have to turn that accumulation into a source...

We’re seeing a renewed focus on retirement income of late, and for good reason. 

Financial Engines has rolled out what it calls “the first retirement income solution designed specifically for 401(k) plans.” 

Allianz Life Insurance Company of North America named Karen Gemmill as senior director of Product Innovation.

A MetLife study set out to assess how plan sponsors are balancing "retirement savings" and "retirement income" in their plan design; MetLife found most are still focusing on...

The vast majority of households surveyed by the Insured Retirement Institute and Cerulli Associates say they are unfamiliar with annuities or have no opinion of them at all,...

Investors do not want to jump to a rational conversation about facts and figures right away; financial advisers need to understand them on an emotional level first.    

Not so long ago, plan sponsors gauged the success of their defined contribution offerings by a single metric: participation rate.   

BB&T is adding Genworth's guaranteed lifetime income product, ClearCourse, to its 401(k) investment options.

This week I will undergo one of those “you’re getting older” physicals.   

Cynthia Egan, president of T. Rowe Price Retirement Plan Services, and Christine Fahlund, a senior financial planner at T. Rowe, believe the industry should move away from the...

TD Ameritrade is offering retail investors and independent registered investment advisers (RIAs) access to new issue municipal market through M.R. Beal.