Data and Research | April 8th, 2024 MetLife Poll Shows Increased Demand for QLACs to be Offered In-Plan Plan sponsors are expressing interest in qualified longevity annuity contracts as a way help participants protect against longevity risk and...
Products | March 28th, 2024 Product & Service Launches ADP partners with Summer on SECURE 2.0 student loan retirement match; Voyant offers advisers retirement planning analysis for clients; Fidelity...
Investing | March 18th, 2024 2024 PS Webinar: The Evolution of QDIAs For plan sponsors, assessing their participants’ desire for both retirement income and customization are the next frontiers for target-date-fund offerings.
Products | February 27th, 2024 New Income Planning Tool to Advise Retirees on How Much to Withdraw Michael Finke and Tamiko Toland announced the launch of IncomePath—a tool to help retirees visualize what they can spend in...
Data and Research | February 22nd, 2024 Financial Literacy Quiz Reveals Americans Lack Understanding of Retirement Income Investors with more than $1.5 million in assets scored twice as high on the literacy quiz than those with less...
Benefits | January 3rd, 2024 Employers Have An Opportunity to Press Demographic Trend: Hiring Older Workers The growing pool of workers 65 and older is affecting how plan sponsors should look at workplaces and benefits in...
Data and Research | October 24th, 2023 More Workers ‘Terrified’ They Cannot Afford Health Care in Retirement The average cost of health care in retirement is nearly triple what Americans estimate.
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.
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...
Products | February 17th, 2023 Investment Product and Service Launches Vanguard plans merger and liquidation; WeBuy75.com launches an advanced life expectancy calculator; and more.
Data and Research | January 23rd, 2023 TIAA Survey: How Life Expectancy Knowledge Influences Retirement Choices TIAA research suggests that individuals’ knowledge of life expectancy can impact their retirement saving behavior.
Data and Research | December 23rd, 2022 CDC Data Shows Increased Deaths and Lower Life Expectancy in 2021 However, the separate actuarial tables used for retirement planning and services may not follow the trend.
Data and Research | December 12th, 2022 Morningstar Advises 3.8% “Safe” Withdrawal Rate, Balanced Portfolio Morningstar increased its recommended withdrawal rate for retirees from last year and continues to see best outcomes for participants in...
Data and Research | July 29th, 2022 Retirement Confidence Has Declined Across Generations Gen Z is deferring an average of 14% of each paycheck for retirement savings, besting earlier generations.
Investing | July 15th, 2022 In-Plan DC Annuities and the Existential Plan Sponsor Question Plan sponsors must consider life expectancy at retirement rather than what is projected at birth.
Data and Research | July 7th, 2022 Plan Participants Have Modest Retirement Expectations Dreams of retiring to a warmer place are taking a backseat as participants’ expectations about life after work are tempered...
Data and Research | June 27th, 2022 Women’s Financial Confidence Is Lower for Retirement Than for Day-to-Day Women are starting to feel more comfortable talking about money, with 53% saying they would find it easier to talk...
Investing | June 14th, 2022 PSNC 2022: Decumulation Designs One reason lifetime income options are important for plan sponsors to explore is that many individuals underestimate how long they...
Data and Research | December 17th, 2020 Financial Education, Protecting Savings Themes for Plan Sponsors in 2021 Defined contribution plan sponsors are rethinking investments, but not much interested in annuities, T. Rowe Price finds.
Products | May 6th, 2020 Club Vita and Segal Announce Longevity Risk Reporting The longevity analytics firm will bring its reporting services to Segal clients.