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| Data and Research |
| Employers See Value of Offering Financial Wellness Programs |
| “Our survey reveals that employers and employees report higher satisfaction with their benefit plans when financial wellness programs are offered,” says Vishal Jain, financial wellness officer for Prudential’s Workplace Solutions Group.Read more > |
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| Data and Research |
| Investors Want Adviser Discussions to Expand Beyond Risk to Retirement Income |
| While 80% of investors say their adviser discusses risk tolerance, only 50% say they bring up the subject of guaranteed lifetime income.Read more > |
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| Participants |
| Income Taxes Follow Participants Into Retirement |
| As more American workers are expecting to rely on defined contribution (DC) plans and individual retirement accounts (IRAs) to fund their retirement years, concerns are growing about how to best manage lifetime income streams. As part of this effort, according to Daniel D’Ordine, founder of DDO Advisory Services, late- and even mid-career retirement savers should start doing a lot more advanced planning about minimizing income taxes in retirement.Read more > |
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| Data and Research |
| Women Say Financial Industry Caters to Men |
| A study points out the differences in women’s and men’s life journeys and challenges that should be considered in women’s retirement planning.Read more > |
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| Products |
| Vanguard Offers Framework for Establishing a Plan for Retirement |
| The framework helps retirees address basic living expenses, establish a contingency reserve, account for discretionary expenses, and structure a legacy.Read more > |
