Data and Research | May 29th, 2024 Participant Spending Behavior Plays Role in Selecting QDIA, Guaranteed Income Solutions New J.P. Morgan research finds that participants experience spending surges and volatility at different points of retirement.
Products | April 24th, 2024 BlackRock’s LifePath Paycheck Now Live for DC Plans Fourteen plan sponsors have already signed on to offer the guaranteed income product, which functions like a target-date fund, to...
Data and Research | January 30th, 2024 More Than Half of Plan Sponsors View In-Plan Retirement Income as ‘Too Complex,’ Survey Finds Plan sponsors expressed concerns about administrative complexity, cost and lack of quality choices when it comes to offering in-plan retirement...
Investing | October 18th, 2023 Participants Lack Understanding of TDFs, Unsure About Withdrawal Needs Employees surveyed by MFS Investment Management expressed confusion about the benefits of target-date funds and a lack of confidence about...
Data and Research | July 26th, 2023 Workplace Savers Feel ‘Off Track’ to Retire, Seek Sources of Guaranteed Income Increased market volatility, high inflation, fears of a recession and a lack of retirement income were cited as contributing factors...
Products | September 21st, 2022 American Century Launches Income Blueprint for Plan Fiduciaries Income Blueprint seeks to help plan fiduciaries implement a process to evaluate and choose in-plan guaranteed income products for their...
Products | December 30th, 2021 Lincoln PathBuilder Income Solution Goes Live on SS&C Platform The firm says there is significant consumer interest in an in-plan investment option that guarantees lifetime income in retirement.
Participants | November 22nd, 2021 Employees Don’t Want ‘All or Nothing’ When It Comes to Guaranteed Lifetime Income Eighty-one percent of respondents to a survey indicate they are at least somewhat likely to prefer a retirement plan that...
Investing | October 29th, 2021 Using Annuities as an Alternative to Bonds to Secure Retirement Outcomes In a low interest rate environment, annuities provide an option that reduces longevity and sequence-of-return risks.
Products | September 9th, 2021 Investment Product and Service Launches J.P. Morgan AM launches lifetime income solution; Allianz Life partners with iJoin and IPX to offer guaranteed income option; Janus...
Data and Research | August 20th, 2021 People Like ‘Guaranteed Income’ Over an ‘Annuity’ Not only does a name change increase the appeal of annuities, but framing them as insurance against running out of...
Data and Research | August 3rd, 2021 Keys to Facilitating Retirement Success Guaranteed sources of income, low debt, a clear spend-down strategy and advisory services are four drivers of financial security in...
Investing | August 2nd, 2021 Considering New Uses for SDBAs Self-directed brokerage accounts could be the answer for meeting participants’ ESG investing desires and maybe guaranteed lifetime income needs.
Data and Research | June 3rd, 2021 Annuity Interest Grows Among Workers Plan sponsors are also feeling a sense of responsibility in offering guaranteed lifetime income products.
Products | April 20th, 2021 Solution Aims to Address Challenges With Annuity Adoption in 401(k)s Embedded in TDFs, an annuity product that provides lifetime income and growth and can be traded every day just like...
Data and Research | October 20th, 2020 Views of Financial Resiliency Differ by Generation Plan sponsors can address all components needed to help employees feel financially secure in employer financial wellness programs and education.
Administration | December 27th, 2017 How Plan Sponsors Can Use Research and Surveys Data and research from providers and industry groups can help plan sponsors make more informed decisions.