Tag: Guaranteed Lifetime Income

Legislation gets wide acclaim as a positive reform in the retirement sector as passage hinges on House vote.

Cerulli retirement research shows consultants favor TDFs with guaranteed income for plan sponsors’ lifetime income options.

One reason lifetime income options are important for plan sponsors to explore is that many individuals underestimate how long they...

However, survey data shows there are some areas where employers could improve their communication strategies to optimize plan utilization and...

As employers begin to question the effectiveness of target-date funds as a retirement spending vehicle, interest in guaranteed lifetime income...

The number of U.S. workers who are open to putting money into investments that guarantee a portion of retirement income...

The paper aims to provide defined contribution plan fiduciaries with a practical tutorial for choosing lifetime income investments.

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...

DCIIA hopes its new retirement income glossary will help sponsors ask important questions, such as, “Do we want to keep...

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,...

One option is through a profit sharing plan that invests the money in an annuity once a participant retires.