Tag: Guaranteed Lifetime Income

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.