Tag: Retirement Income

The American Enterprise Institute questions the benefit of automatically enrolling low-income workers into state-run IRAs.

Researchers first found that introducing a longevity income annuity into the DC plan investment menu is attractive to the majority...

Retirement plan sponsors’, providers’ and regulators’ concerns about ensuring lifetime retirement income for employees has increased over the years.

The idea seems to be to help employees establish better tax-diversity in their retirement holdings—as well as more controlled and...

A J.P. Morgan analysis points out one relatively unknown strategy that may help investors respond to big changes in the...

According to a survey by the American College of Financial Services, 74% of respondents failed a 12-question retirement income quiz.

Speakers at the PLANSPONSOR National Conference discussed how plan sponsors can help terminated and retired participants make smart withdrawal decisions.

Prudential research indicates that the retirement account balances of female employees are, on average, one-third lower than their male counterparts.

DC plan sponsors have been hesitant to adopt retirement income products and solutions, but changes may be coming to spur...

Having a financial wellness program is becoming a must for employers wanting to stay competitive, says a recent Charles Schwab...

A survey also found U.S. investors rank long-term care and health care costs as their biggest threat to financial security...

Michael Barry, president of the Plan Advisory Services Group, contemplates what will happen to the pay-as-you-go retirement systems as demographics...

Looking at the U.S. specifically, the shortfall of retirement savings needed is growing at a rate of $3 trillion each...

More people in the youngest age cohort say they plan to rely on Social Security for retirement income.

A paper from Prudential Retirement discusses the benefits of offering lifetime income products in DC plans and how plan sponsors...

LIMRA data shows total assets of buyout products were nearly $99 billion at the end of the first quarter 2017,...

On average, white adults ages 50 and older have three sources of income for retirement, compared with two sources each...

One-half of all of all families that have retirement account assets plus home equity rely on these for more than...

A paper suggests special care needs to be taken to educate age cohorts about their biases to avoid investment portfolios...

To combat the risk of living out retirement income, Wells Fargo and MetLife are rolling out an annuity option which...