Plan Sponsor Roundtable: Retirement Income Is the Outcome
Plan provisions and advice tools can help participants turn their savings into reliable retirement income.
Tag: Retirement Income
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Investment Product and Service Launches
Lockton and Morningstar team up to offer adviser managed accounts and firms launch TDFs with guaranteed income.
Benefits |
Retirement Benefits Moving Beyond Just a Retirement Plan
Holistic retirement programs, which include financial wellness, health and voluntary benefits, put employees in a better position to reach their...
Rep. Neal Releases Policy Priorities for Equity in Retirement Security
The Ways and Means Committee chairman sets out goals for Social Security benefits, MEPs and automatic features in his list.
Employees Want More Help From Employers on Retirement
More than half of participants surveyed said a guaranteed retirement benefit would best meet their needs.
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 |
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...
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...
Refocusing on Retirement Plan Initiatives in 2021
Plan sponsors need education about SECURE Act provisions and should increase their focus on employee financial well-being, webinar presenters said.
Vanguard Tests Approach to Decumulation: The ‘Dynamic Spending Rule’
Simply put, the strategy prescribes lowering spending following market declines to help preserve the balance of a portfolio, which, ostensibly,...
Offering the Benefit of Guaranteed Income in DC Plans
Lifetime income projections, offering more control over assets and education about annuity pricing will help participants be more receptive to...
Retirement Readiness Gaps Have Widened in 2020
New data published by Wells Fargo suggests the COVID-19 pandemic has driven some workers even further behind their retirement savings...
Understanding the Types of Annuities Retirement Plans Can Use
The goals of plan sponsors and participants will help determine which option is best.
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Plan Providers Supplement Lifetime Income Projections
Concerned that lifetime income projections on participant statements may not be reliable, providers are offering more personalized online tools.
Opinions |
Retirement Income: Spotlight on Annuities
Peg Knox, with the Defined Contribution Institutional Investment Association (DCIIA), discusses what plan sponsors should consider before implementing an income...
Social Security Announces COLA for 2021
In addition, the maximum amount of earnings subject to Social Security tax—used to determine the taxable wage base for permitted...
An Overview of, and How to Assess, Retirement Income Options
A look at the in-plan, out-of-plan, insured and investment options available.
Citing SECURE Act, More Advisers to Consider Adopting In-Plan Guarantees
For their part, participants say they feel the pandemic has make their retirement savings more vulnerable.
Some View EBSA Income Projections as Too ‘Prescriptive’
Recordkeepers and asset managers want more flexibility in terms of how their clients generate newly mandated lifetime income projections on...
PSNC 2020: Duties With Regard to Annuities
The momentum for offering annuities to DC plan participants is growing, and plan sponsors need to know their responsibilities and...