Tag: Guaranteed Lifetime Income

Despite employers, plan participants, retirees and near-retirees showing greater interest in lifetime income options, adoption by plan sponsors has remained...

ProShares launches first U.S. Bitcoin-linked ETF; Pacific Life introduces defined outcome funds with variable annuities; and Nationwide, Capital Group introduce...

BlackRock announces option to include annuities in target-date strategies; Vanguard expands active roster with Core-Plus Bond Fund; Willis Towers Watson,...

Seventy-nine percent of participants said they would be at least somewhat likely to roll over some of their current retirement...

Employers are focusing on ways they can improve outcomes for their participants, including by offering guaranteed lifetime income solutions and...

The majority of respondents to a survey by Capital Group also noted they were potentially interested in annuity and lifetime...

Gen Xers are in unique situations for which they need education and help to boost their retirement readiness. 

The momentum for offering annuities to DC plan participants is growing, and plan sponsors need to know their responsibilities and...

A ‘dynamic QDIA’ that starts participants off in TDFs and then moves them to managed accounts is a potential trend...

However, most are offering systematic withdrawals, lifetime education and planning tools, and in-plan managed account services; they are still leery...

More than half of Americans say they would prefer guaranteed income of $660 a month over a $120,000 lump sum,...

OnePension is a profit-sharing plan that allows participants to annuitize their account balances when they retire.

While 80% of investors say their adviser discusses risk tolerance, only 50% say they bring up the subject of guaranteed...

Robert C. Merton, Ph.D., and Arun S. Muralidhar, Ph.D., discuss how Standard of Living indexed, Forward-starting, Income-only Securities can address...

Creating open MEPs, encouraging the use of lifetime income products and removing impediments to employers maintaining DB plans are just...

The Treasury Department believes that if an expert was certified to assess the viability of annuity providers, retirement plan sponsors...

Specific policy changes and plan sponsor initiatives can make guaranteed lifetime income a norm in the DC plan space, TIAA...

In-plan lifetime income options are offered by more than half of not-for-profit plan sponsors surveyed, but among those that don't,...

A recent survey found that across generations, investors are almost equally concerned that their returns won’t secure adequate retirement savings.

Baby Boomers are adopting better financial habits, but Millennials may be overconfident in theirs, a study by Allianz finds.