Tag: Retirement Income

Kelley Long, certified financial planner with Financial Finesse, shared information to help employers promote health savings accounts (HSAs) as a...

More than 60% of employers want to keep retirees in their plan, and 33% prefer that terminated employees keep their...

The top reason cited for not offering an annuity-type product in defined contribution plans is being uncomfortable or unclear about...

Both retirement plan sponsors and employees can learn lessons from the experiences recounted by retirees surveyed by the Transamerica Center...

Continued net flows out of the DC system, driven by Baby Boomer retirements, could cause more provider consolidation and redoubling...

Survey data demonstrates asset managers, recordkeepers, consultants and plan sponsors talk past each other regarding retirement income solutions, Cerulli says.

The new online resource is specifically designed to help those older than age 50 with key issues to consider as...

Nearly all of those who work with an adviser feel they have prepared themselves well for estimating their monthly income...

Forty-two percent of consumers in a LIMRA SRI study said they were open to the idea of annuities, and 61%...

Wells Fargo uncovered four specific participant characteristics that correlate with a significantly better financial life.

Looking at the various sources of households' estimated retirement income, the Center for Retirement Research at Boston College found that...

Fifty-two percent of pre-retirees surveyed by the Nationwide Retirement Institute wish they better understood how their income in retirement will...

The challenge of learning to think strategically impacts plans of all sizes, says Mel Hooker at Wells Fargo; even large...

Sharing findings of a recent Capital One survey, Stuart Robertson says there is opportunity to educate employees about the tax-deferred...

Asked how to prepare for a longer life span, 68% said reduce expenses to save more, while 53% said save...

They are rising 2.8%, in keeping with a rise in the DOL’s Consumer Price Index for Urban Wage Earners and...

But the reality is, only 33% of retirees have worked at any given time, according to EBRI.