Tag: decumulation

By not providing sufficient tools and withdrawal options, efforts to keep retirees in plans may not be enough to enable...

An effective way to turn savings into lifetime income is enabling retiring participants to roll DC assets into an existing...

Three academics explored a guaranteed payout path involving defaulting retirement assets into annuities.

J.P. Morgan Asset Management’s ‘Defined Contribution Plan Sponsor Survey’ finds plan sponsors value supporting participants beyond the accumulation phase.

Two NEPC executives provide perspective and practical tips on the retirement income landscape.

Exploring factors plan sponsors can review when evaluating lifetime income options.

Uncertainty and confusion about products, plan design and longevity all present obstacles to turning retirement savings into regular income.

‘Guaranteed income’ offerings are popular with retirees because they reduce the need for a do-it-yourself approach to retirement finance.

With more recordkeepers embedding artificial intelligence capabilities into their platforms, many hope it will help participants select retirement income solutions.

Each pillar is key to building a robust retirement offering that not only meets fiduciary standards but can also help...

Research shows how advice and recommendation needs are likely to be increasingly varied among investors as they age. 

Speakers at the EBRI-Milken Institute 2024 Retirement Symposium discussed technology as an important tool to leverage when addressing issues of...

As most retirees no longer rely on a pension for lifetime income, plan sponsors should be exploring benefits that will...

Plan sponsors who want to continue serving their retirees need to give them a reason to stay.

Retirees expressed that guaranteed lifetime income, as well as control and access to their money, are top priorities in a...

A typical platform might use age and salary to generate investment recommendations. What additional factors could lead to more customized...

Auto-features won’t work in the decumulation phase of defined contribution plans, says Shlomo Benartzi.

The retirement income product is for near-retirees and retirees, and offers a complimentary retirement checkup with an adviser.