Compliance | May 15th, 2015 Bipartisan Legislation Supports Lifetime Income Disclosures Lawmakers in the U.S. Senate this week introduced legislation that would mandate lifetime income demonstrations and other disclosures.
Compliance | May 12th, 2015 Advisory Council Considering Lifetime Participation Notices Last year's ERISA Advisory Council found “there are numerous considerations participants should weigh when deciding what actions to take with...
Data and Research | May 11th, 2015 Employees Want More Active Retirement Plan Sponsors A new report from Northern Trust finds employees favor companies playing an active role in their retirement plans.
Products | May 5th, 2015 SmartPlan Spanish Enhances Engagement and Enrollment The launch of SmartPlan Spanish will provide additional retirement plan education resources to one of the fastest-growing population segments in...
Administration | May 5th, 2015 DC Plans Important to Retirement Income Strategies DC plans can play a part in numerous strategies for setting up retirement income.
Data and Research | May 4th, 2015 Most Working Age People Plan to Partially Retire The idea of “semi-retirement” has grown in popularity among working age people as they look ahead to an uncertain financial...
Data and Research | April 29th, 2015 Number Expecting to Rely on Social Security Increasing Still, defined contribution retirement plans top the list of expected major sources of retirement income.
Products | April 28th, 2015 PlanQuest Solution Supports Fiduciaries, Sponsors and Participants The PlanQuest product released by MFP Strategies addresses the challenges and goals of fiduciaries, sponsors and participants.
Compliance | April 23rd, 2015 Senior Researcher Outlines an Evolving Industry In his position as a chief research strategist with Russell Investments, Bob Collie sees a shifting retirement plan landscape—an industry...
Investing | April 23rd, 2015 Cost of Deferred Retirement Income Has Climbed The cost of annuitizing retirement account balances continues to climb in 2015, but at a slower pace than in recent...
Compliance | April 23rd, 2015 Demographics Prompting Focus on Retirement Income Changing workforce demographics are driving retirement plan policy and law.
Participants | April 21st, 2015 Dramatically Short on Financial, Retirement Goals Most Americans are anxious about their finances and aspire to be more financially responsible, a survey finds.
Participants | April 21st, 2015 Retirement Planning Should Consider the Unexpected Retirement expectations of current workers do not match the reality of current retirees, according to EBRI’s latest Retirement Confidence Survey.
Participants | April 16th, 2015 Knowledge Gap on Income Needs Denotes Deeper Problems Across generations, U.S. workers still struggle to set and follow retirement income plans, a LIMRA Secure Retirement Institute study shows.
Participants | April 15th, 2015 Gen Y Money Woes Persist Despite Growth U.S. workers, especially Generation Y, face persistent financial worry despite improvements in the economy.
Administration | April 13th, 2015 Still Hope for In-Plan Lifetime Income Options Hueler Income Solutions offers DC plan participants an out-of-plan lifetime income solution, but the Hueler Companies CEO says providers are...
Data and Research | April 13th, 2015 Nearly All Americans Suffer Financial Stress Women and younger people feel particularly hard hit, a survey finds.
Data and Research | April 6th, 2015 Nearly Half Don’t Save and May Never Save Almost half (45%) of non-retired Americans are not saving for retirement, according to an Edward Jones retirement age survey.
Products | April 1st, 2015 Hueler Makes QLACs Available to DC Plans “QLACs can help ensure sufficient income later in life as Americans anticipate longer, healthier retirement years,” says Kelli Hueler, CEO...
Data and Research | March 30th, 2015 Genworth Survey Highlights Retirement Shortfalls More than half of U.S. adults responding to a recent Genworth survey have not started making financial arrangements for retirement.