Plan Design / Post-Retirement
New Territory for Income?
Advisers and providers need to help solve the decumulation challenge.
Tag: Retirement Income
Workers Remain Worried About Inflation’s Impact on Retirement
High inflation is among the top concerns of retirement savers, but a new survey suggests financial advice can help boost...
Meet Dave Barry, Professional Humorist and Pulitzer Prize Winner
Among his accomplishments, Barry won the Pulitzer Prize for commentary, although he misplaced it for several years, which is why his wife...
Learn From Income Innovators at PANC 2022
Hear UCLA Professor Emeritus Shlomo Benartzi speak about practical solutions for creating an income plan, based on his groundbreaking research...
Rocky Equity Markets, Moving Rates Help Annuities Shine
New LIMRA data shows continued equity market declines and rising interest rates drove investors to purchase record levels of fixed-rate deferred annuities in the second quarter.
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...
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...