The ‘Why’ Behind eMoney-Nationwide Wellness Tech Partnership
Speaking about her firm’s new partnership with eMoney, Nationwide’s Rona Guymon says the time is ripe for the integration of...
Tag: Retirement Income
A Social Security Solvency Q&A
Joe Elsasser, Covisum’s founder and president, gives his view of the 2022 Social Security Board of Trustees solvency report.
Retirement Income Evolution
Experts agree that few defined contribution retirement plan participants can successfully manage their retirement spending on their own, meaning it...
A Capitol Hill Update With SSGA’s Melissa Kahn
The leader of State Street Global Advisors’ public policy work says there is significant momentum building in Congress behind another...
Senate Finance Committee Advances EARN Act
The committee’s unanimous passage of the EARN Act represents another step forward for an ambitious package of retirement planning reforms...
Hopes Remain High for Ambitious Retirement Legislation
Sources say the ingredients for passing a new round of federal retirement planning reforms are in place, but hurdles remain,...
Are Retirement Savings Tax Incentives Leaving the Middle Class Behind?
A new report details how today’s retirement savings structure and tax incentives fail to promote adequate retirement security for the middle class.
Insight on Retirement Industry Trends
A study of consulting and advisory firms reports on trends in retirement income, ESG and more.
Latest Social Security Solvency Update Sees 2035 Depletion Date
The combined asset reserves of the Old-Age and Survivors Insurance and Disability Trust Funds are projected to become depleted in 2035, which is one year later than projected...
Fixed Annuity Products Lead Annuity Sales
Fixed annuity sales rose 14% in the first quarter, with all fixed products except income annuities recording positive growth.
Retirement Prospects in the US: ‘Not Great, Not Bad’
Among U.S. workers who have already retired, just 3% describe their situation as ‘living the dream,’ while 37% say they are comfortable.
Personalized Participant Investment Experience and Data Integration Are Top Priorities for Advisers
Advisers prefer managed accounts as a retirement income solution, a PIMCO survey shows.
A Profound Opportunity for Advisers
A new survey report notes that women control a third of total U.S. household financial assets today—more than $10 trillion—and as much as $30 trillion more is expected...
24 States Have Now Adopted the NAIC Annuity Transaction Framework
With South Carolina joining the party, nearly half of all states have now adopted enhanced consumer protections applying to the sale of annuities, as developed by the National...
Annuity Sales Hit Record High in March
Double-digit growth for fixed-indexed annuities and fixed-rate deferred annuities drove overall sales to pre-pandemic levels during the first quarter.
Measuring Shifts in Retirement Plan Appreciation
Survey data shows the COVID-19 pandemic has changed the way workers understand and appreciate both their health care benefits and their retirement planning opportunities in the workplace.
Insurance Executives on the Evolving Retirement Landscape
Leaders at CUNA Mutual Group and Allianz Life speak about the prospects for legislative and regulatory progress in 2022, especially when it comes to the broader distribution of...
The State of Social Security: Mixed Perspectives
Experts say the uneven economic impact of the COVID-19 pandemic in some ways minimized its likely long-term effects on Social...
Cetera Offers Retirement Income Option to Advisers
Cetera-affiliated retirement plan advisers can access the option for retirement income strategies.