Most Retirees Say Employers Did Nothing to Help With Retirement Transition
Both retirement plan sponsors and employees can learn lessons from the experiences recounted by retirees surveyed by the Transamerica Center...
Tag: Retirement Income
Diverse Stakeholders Look to Boost In-Plan Retirement Income
Continued net flows out of the DC system, driven by Baby Boomer retirements, could cause more provider consolidation and redoubling...
Benefits |
Survey Data Shows Disparate Opinions of In-Plan Retirement Income
Survey data demonstrates asset managers, recordkeepers, consultants and plan sponsors talk past each other regarding retirement income solutions, Cerulli says.
Benefits |
4% Rule Not a Reliable Retirement Income Withdrawal Strategy for All People
A retiree’s investment portfolio is a large factor in determining an optimal, safe withdrawal rate in retirement, but longevity, expected...
Products |
Wells Fargo Launches Retirement Income Planning Center
The new online resource is specifically designed to help those older than age 50 with key issues to consider as...
Advisers Give Keen Insight Into Monthly Retirement Income Needs
Nearly all of those who work with an adviser feel they have prepared themselves well for estimating their monthly income...
Younger Individuals Most Open to Annuities
Forty-two percent of consumers in a LIMRA SRI study said they were open to the idea of annuities, and 61%...
Having a ‘Planning Mindset’ Associated With Positive Retirement Outcomes
Wells Fargo uncovered four specific participant characteristics that correlate with a significantly better financial life.
Even the Most Reliable Data Suggests Households Will Fall Short of Retirement Income Goals
Looking at the various sources of households' estimated retirement income, the Center for Retirement Research at Boston College found that...
Retirement Savers Need to Be Prepared for Taxes in Retirement
Fifty-two percent of pre-retirees surveyed by the Nationwide Retirement Institute wish they better understood how their income in retirement will...
Successful Plans Embrace Strategic Thinking
The challenge of learning to think strategically impacts plans of all sizes, says Mel Hooker at Wells Fargo; even large...
Retirement Planning Isn’t Just About Saving
During National Retirement Security Week, industry sources remind plan sponsors that education should include all factors in the realm of...
Findings About 401(k) Participation Signal Opportunity for Education
Sharing findings of a recent Capital One survey, Stuart Robertson says there is opportunity to educate employees about the tax-deferred...
Excited About Living Longer, Worried About Retirement Expenses
Asked how to prepare for a longer life span, 68% said reduce expenses to save more, while 53% said save...
Benefits |
Social Security Benefits to Increase in 2019
They are rising 2.8%, in keeping with a rise in the DOL’s Consumer Price Index for Urban Wage Earners and...
Nearly Eight in 10 Workers Want to Work in Retirement
But the reality is, only 33% of retirees have worked at any given time, according to EBRI.
Translating Account Balances to Monthly Retirement Income Helps Participants
As a result of seeing their estimated income, almost half of all workers (48%) increased their retirement savings, LIMRA SRI...
Senator Murray Reintroduces ‘Women’s Pension Protection Act’
The legislation would strengthen consumer protections, improve access to retirement savings plans for part-time workers, help increase women’s financial literacy,...
Have Risk Lessons Been Learned From Financial Crisis?
Industry observers fear that 10 years following the collapse of Lehman Brothers, many investors, including retirement plan investors, may have...
Mercer-Vanguard Health Savings Model Urges Personalized Planning
Workers with generous employer health care benefits that may not be offered in retirement and those at higher risk of...