Data and Research | April 18th, 2024 ‘Peak Age’ Boomers Face Retirement Shortfall The current crop of 65-year-old Boomers, particularly among women and those without higher degrees, will struggle to maintain a working...
Benefits | October 16th, 2023 Is It Time for an ERISA Reboot? Many industry experts believe there is a need for an ‘ERISA 2.0’ that includes a stronger framework for universal coverage,...
Deals and People | September 22nd, 2023 Retirement Industry People Moves Toland leaves TIAA to start annuity consultancy; Bryn Mawr Trust selects director of private wealth management; and First Eagle Investments...
Data and Research | September 7th, 2023 Plan Sponsors’ Retirement Income Thinking Has ‘Evolved’ More employers are considering in-plan decumulation options.
Data and Research | August 1st, 2023 Women Addressing Lifetime Income More Than Men More women than men ages 61 to 65 are interested in securing guaranteed lifetime income sources, presenting an opportunity for...
Administration | July 12th, 2023 IRI Presses White House to Back Further Retirement Policy on Annuities An insurance advocacy group follows up 2023 legislative plans with a push for policies that increase the use of retirement...
Deals and People | June 13th, 2023 TIAA Creates Lifetime Income Distribution Position TIAA promoted internally to a new position, reporting to the head of consultant relations, according to a June 13 memo....
Products | April 19th, 2023 State Street Partners with Annexus For Retirement Income TDF The firms partnered on a retirement investment that includes a guaranteed income annuity.
Administration | April 4th, 2023 TIAA Joins Major Recordkeepers in Portability Services Network The Retirement Clearinghouse, focused on the portability of retirement savings, continues to expand.
Data and Research | March 7th, 2023 Employers Should Offer Variety of Retirement Income Options, Survey Shows A new report argues that plan sponsors should offer retirement income solutions such as annuities to provide lasting lifetime income...
Benefits | March 1st, 2023 End Of The Road For Defined Benefit Plans? Not Quite While the vast majority of DB plans are frozen, plan sponsors are keeping all options on the table for participants.
Products | November 1st, 2022 Allianz Life Adds Annuity for Defined Contribution Plans Allianz finds growing numbers of U.S. workers want guaranteed income options in their employer-sponsored retirement plan.
Data and Research | September 28th, 2022 Workers Delaying Retirement Has Doubled Since Last Year For employers, the recent upward trend in delayed retirement is causing complications, according to a new report from Nationwide Retirement...
Data and Research | September 28th, 2022 Nearly Half of Participants Are Saving Less Than 10% of Income for Retirement A new report says recession fears are likely driving interest in lifetime income options for workers.
Data and Research | September 14th, 2022 Social Security Fears Drive Early Benefit Claims Schroders finds that almost half of workers surveyed have no strategy to generate retirement income.
Data and Research | July 22nd, 2022 Annuity Sales Spike in Second Quarter Fixed annuity products propelled growth for the period.
Benefits | May 25th, 2022 Webinar: Managing the DC Plan Investment Menu Longevity risk has received increased attention from the government, the retirement industry and workers, but solutions have yet to be...
Data and Research | April 28th, 2022 Retirement Income Planning Is Misunderstood Workers may need help in understanding how to develop viable plans for lifetime income.
Data and Research | April 7th, 2022 Plan Sponsors Want Participants to Improve Retirement Income Planning Education regarding financial wellness can include reminders of what to keep in mind for the future.
Compliance | February 16th, 2022 Industry Support Voiced for LIFE Act’s Introduction in House Financial services companies and retirement plan industry advocacy groups are rallying behind the legislation, which would allow plan sponsors to...