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.
Tag: Retirement Income
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...
Workers Unsure How to Create Retirement Income From Savings
Retirement savers want help with figuring out tax expenses, knowing when is the best age at which to retire, creating...
Americans in Need of Retirement Planning Knowledge
A quiz reveals Americans lack understanding of retirement income planning risks, and plan sponsors can offer education and use plan...
DOL Releases Interim Final Rule on Lifetime Income Illustrations
The interim final rule includes assumptions plan administrators must use to calculate estimated lifetime benefit payments to be included on...
Benefits |
Trump’s Payroll Tax Deferral Opens Questions About Social Security’s Future
Whether there is a detrimental effect depends on what Congress does.
Employees Not Sure What Social Security Will Offer
While many say they will depend on Social Security for retirement income, at least one study finds retirees are not...
Opinions |
Top 10 Reasons to Become Familiar with Income Guarantees
Matt Gray, with Allianz Life, discusses why DC plan sponsors should consider guaranteed income products for their plans after passage...
Higher Participation Measured, Including in Roth Accounts
The steady increase in the use of the Roth 401(k) option comes as overall qualified plan participation continues to increase.
Benefits |
Social Security Burdens Fall on Younger Workers
As unemployment rises and employees retire sooner, experts say Social Security will be exhausted faster than predicted.
Pandemic Causing Older Workers to Leave Workforce Earlier Than Planned
Many workers near retirement age who may be worried about COVID-19 are turning to early retirement, but doing so comes...
Opinions |
Income as the Outcome: Sustaining Your Participants Throughout Retirement
Zvi Bodie, PhD, with Bodie Associates, and Tim Kohn, with Dimensional Fund Advisors, discuss why DC plan sponsors should focus...
Products |
BGC Introduces Interactive Retirement Income Calculator
MyRetirement illustrates retirement plan participants’ spending levels in retirement so they can make informed decisions.
Retirement-Age Households Show a ‘Chunk or Nothing’ Withdrawal Pattern
Observing drawdown patterns can inform plan sponsors about how to design their plans to facilitate withdrawals and about what guidance...
Products |
DC Plan Annuity Product Available on KTRADE Recordkeeping Platform
DIETRICH has partnered with KTRADE Alliance to offer its ANNUA Direct Quote tool to users of KTRADE.
Expect a Rise in Annuity Engagement
A different perspective post-COVID-19 will make guaranteed income more attractive to retirement plan sponsors and participants.
Benefits |
Employees Need Review of Social Security Strategies During Financial Crises
Research shows older employees may turn to Social Security for income following a financial crisis, but that can throw retirement...
Products |
Investment Product and Service Launches
Wells Fargo launches Retirement Income Solution, and Morningstar to acquire Sustainalytics.
The Rug Has Been Pulled From Under Americans’ Retirement Security
The coronavirus pandemic has revealed the fragility of retirement security in our current landscape and sparked conversation about design and...