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...
Administration | January 14th, 2022 Participants Will Need Support to Understand Lifetime Income Projections Recordkeepers are bolstering education, projection modeling tools and tailored advice capabilities to support plan participants and encourage them to remain...
Data and Research | January 13th, 2022 Pandemic Has Hurt Women’s Retirement Confidence Plan sponsors are presented with an opportunity to help women who are feeling off course from their financial and retirement...
Data and Research | January 12th, 2022 DB Plans Retain Cost Advantage Over DC Plans New research by the National Institute on Retirement Security reaffirms earlier findings on the greater cost savings and efficiencies provided...
Investing | October 28th, 2020 Pre-Retirees and Retirees Can Take Steps to Address Inflation in Retirement Few are discussing the impact of inflation with a financial professional or looking for a financial product that can increase...
Administration | September 25th, 2020 PSNC 2020: Creating Income Streams for Participants Panelists reviewed different lifetime income stream selections and important disclosures to note under the SECURE Act.