Data and Research | June 23rd, 2022 Feeling Prepared for Retirement Increases With Professional Help Workers preparing for retirement with the assistance of a financial professional feel better-equipped to manage several potential risks to their...
Administration | June 10th, 2022 PSNC 2022: Options to Help Participants Create/Manage Retirement Income A discussion of the retirement income solutions plan sponsors can offer participants and how to decide which to adopt.
Products | December 15th, 2020 Annexus Retirement Solutions Launches to Address In-Plan Guaranteed Income The new division of Annexus will focus on “re-engineering” target-date fund (TDF) structures to better enable guaranteed lifetime income as...
Investing | December 14th, 2020 Guaranteed Income, Private Equity Coming Soon to a TDF Near You Legislation, regulations and market volatility will serve as catalysts for inclusion of income products and private equity in target-date funds,...
Data and Research | December 7th, 2020 DC Plan Consultants Expect a Focus on Retirement Income Consultants underscore the need to focus on outcomes, and a successful path forward relies on designing DC plans to help...
Investing | January 4th, 2019 Mission-Based Employer Embraces ESG TDFs, In-Plan Income UWC-USA makes all of its decisions and policies with its broader mission in mind; based on a commitment to education,...
Data and Research | January 3rd, 2019 Partial and Deferred Annuitization Makes Sense for Many A new EBRI analysis shows purchases of a deferred income annuity at age 65 (deferring 20 years with no death...
Data and Research | October 30th, 2018 Workers Do Not Believe Social Security and Pensions Will Secure Retirement Income Instead, pre-retirees are looking to add savings from 401(k) funds, IRAs, and even annuities.
Data and Research | May 9th, 2018 Workers Willing to Pay More for More Generous Retirement Benefits But less than half are willing to do the same for better health care benefits, Willis Towers Watson learned in...
Data and Research | May 1st, 2018 Investors Want Adviser Discussions to Expand Beyond Risk to Retirement Income While 80% of investors say their adviser discusses risk tolerance, only 50% say they bring up the subject of guaranteed...
Participants | April 24th, 2018 Current DC Plan Participants Considering Income Products for Retirement The Employee Benefit Research Institute’s (EBRI) 28th annual Retirement Confidence Survey (RCS) finds the share of employees who feel very...