Retirement Readiness Remains Top of Mind for Plan Sponsors
Employers are focusing on ways they can improve outcomes for their participants, including by offering guaranteed lifetime income solutions and...
Tag: annuity
Participants Prefer Monthly Retirement Paychecks Over Flexible Withdrawals
The majority of respondents to a survey by Capital Group also noted they were potentially interested in annuity and lifetime...
Experts Say Apollo’s Athene Acquisition Will Position It for More Deals
Athene has been a leader in both pension risk transfers and annuities.
Plan Sponsor Roundtable: Retirement Income Is the Outcome
Plan provisions and advice tools can help participants turn their savings into reliable retirement income.
‘Social Security Bridge’ Said to Be the Best Approach to Annuities
The Center for Retirement Research says this approach remains competitive for those at the 75th percentile of the wealth distribution.
Gen X Amenable to In-Plan Guarantees
Gen Xers are in unique situations for which they need education and help to boost their retirement readiness.
Citing SECURE Act, More Advisers to Consider Adopting In-Plan Guarantees
For their part, participants say they feel the pandemic has make their retirement savings more vulnerable.
PSNC 2020: Creating Income Streams for Participants
Panelists reviewed different lifetime income stream selections and important disclosures to note under the SECURE Act.
PSNC 2020: New Thoughts About QDIAs
A ‘dynamic QDIA’ that starts participants off in TDFs and then moves them to managed accounts is a potential trend...
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BlackRock Creates Retirement Paycheck
Two insurers have joined the effort to make lifetime income available in a simplified manner.
A New Way of Thinking About Retirement ‘Plans’
Mike Sasso, with Portfolio Evaluations, and a professor at Boston University, explained a new way of thinking to get plan...
DC Plan Sponsors Want Retirees/Terminated Employees to Remain in Their Plans
More than 60% of employers want to keep retirees in their plan, and 33% prefer that terminated employees keep their...
Many Retirees Outspend Planned Budget
However, a survey finds retirees with a guaranteed income stream from a pension or annuity are able to spend more.
MassMutual Will Take on $50M of E.W. Scripps Pension Liability
Scripps Chief Financial Officer Lisa Knutson says the pension risk transfer agreement is “another move in the company’s effort to...
Half of Retirement Savers Think They Are Behind
Ninety-eight percent wish there was a way to make up for lost time, but 63% say they cannot take the...
MetLife Accused of Failing to Pay Retirees Covered by Pension Risk Transfers
The company is facing lawsuits by a retirement plan participant whose assets were transferred to MetLife as well as by...
Retirement Income Seen as the Next Phase for 401(k)s
Bing Waldert, a managing director with Cerulli Associates, says, "converting the 401(k) plan to an income platform is a step...
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...
Americans’ Appreciation for Guaranteed Retirement Income on the Rise
They view it as a hedge against rising health care costs, longevity risk and market downturns.
IRI Calls on Congress to Pass Mandatory 401(k) Legislation
A blueprint from the Insured Retirement Institute offers a guide for its dialogue with Congress and the Administration about improving...