Tag: Retirement Income

A letter to the IRS notes that it is rare for a DC retirement plan to offer a QLAC option...

Roughly three in five recommend those younger than them start saving earlier in their career (63%) or save more throughout...

Defined contribution retirement plans are a constant subject of research and analysis, but that doesn’t mean they’re easy to describe...

Explaining the motivation for releasing the new tool, the groups observe that life expectancy is usually given as “a single...

Social Security should now be looked at as a foundation for retirement income, but not the whole house.

On average, retirees are living on $32,000 a year.

Researchers found discussing annuities caused people to think about their death, which may explain why few retirees use annuities.

Nearly half are concerned about finances.

Half of retirees expect to grow their non-guaranteed assets over the next decade, while another three in 10 expect to...

Conventional wisdom has it that lower-income workers should get the most out of Social Security, but that’s not necessarily the...

The portability of lifetime income products has increased tremendously in recent years, leaving plan sponsors with a lot of outdated...

JP Morgan researchers suggest 7% or 8% annual return assumptions have very little chance of holding out in coming years...

Retirees are better prepared than pre-retirees for paying for expenses in retirement, a study finds.

More than three quarters (76%) think they won't enjoy the same quality of life as their parents.

Companies underestimate how much help their employees want or need with retirement planning, according to a survey released by BlackRock.

Employee engagement and workplace happiness can be even more important than finances when predicting an individual’s retirement age.

With plenty of nudges from the government and increasing concern about participant retirement readiness, now is the time to consider...

Ongoing withdrawals from savings could jeopardize people’s future, LIMRA says.

The old concept of income replacement rate is simple, but may omit significant factors.

A new guide from the Consumer Financial Protection Bureau charts the complex twists and turns involved in a pension buyout—especially...