Data and Research | April 12th, 2023 Interest in Retaining Retiree Assets Has Grown, Highlighting Retirement Income There is an opportunity for asset managers to focus their distribution of retirement income products, as interest in keeping retired...
Data and Research | March 23rd, 2023 Household Retirement Readiness Drops to Fair From Good The Fidelity Investments assessment of retirement readiness peaked in 2020 and has since declined, research shows.
Data and Research | March 20th, 2023 Retirement Income Products Should Reflect Retirees’ Desire for Stability, Survey Shows Retirees expressed that guaranteed lifetime income, as well as control and access to their money, are top priorities in a...
Investing | March 14th, 2023 2023 DB Summit: Factors in DB Plan Decisionmaking To keep the defined benefit plans active or not? That is the question for many plan sponsors.
Data and Research | March 7th, 2023 Retire-and-Relocate Strategy Can Pay Off for Some Retiree Homeowners Vanguard Group research showed that individuals intending to pursue such a plan in retirement must understand the risks involved.
Data and Research | March 7th, 2023 Employers Should Offer Variety of Retirement Income Options, Survey Shows A new report argues that plan sponsors should offer retirement income solutions such as annuities to provide lasting lifetime income...
Data and Research | February 13th, 2023 Pre-Retirees Less Confident Their Retirement Income Will Last to Age 90 Confidence among pre-retirees that they will receive enough income from all their accumulated retirement sources to cover basic living expenses...
Data and Research | January 26th, 2023 Asset-Diversified TDFs Produce Better Retirement Results When Exposed to Alts Retirement research highlights increased investment returns for workers in defined contribution plans through diversification, including alternative assets.
Data and Research | January 12th, 2023 State Street Report Gives Glimpse into Workers’ Thoughts On Annuities Almost half of respondents agreed annuities can offer safety and stability.
Opinions | January 10th, 2023 Time for SECURE 3.0 America has a retirement crisis, and SECURE 2.0 takes some important steps to address it, but they are not enough.
Products | December 23rd, 2022 Investment Service and Product Launches Ameriprise testing retirement income planning service; Vanguard adds short-term tax-exempt bond ETF; Franklin Templeton starts ClearBridge sustainable infrastructure ETF; and...
Data and Research | December 21st, 2022 CBO Forecasts 23% Social Security Shortfall by 2034 A bipartisan federal agency warns that workers may see a 23% reduction in promised Social Security benefits by 2034 if...
Opinions | December 14th, 2022 Retirement Trends to Watch in 2023 As larger numbers of Americans near retirement age, a renewed focus on retirement income is expected.
Data and Research | December 12th, 2022 Public-Sector Workers Face Retirement Income Shortfalls Without Supplemental Savings National Institute on Retirement Security research finds pension plans alone often don’t provide retirement income adequacy for state and local...
Benefits | December 7th, 2022 New Social Security Website Designed for Easier Use The new SSA.gov website seeks to help people access and consider this key source of retirement income.
Administration | December 1st, 2022 Legal & General Completes PRT Deal with Rolls-Royce North America Legal & General completed the pension risk transfer for $145 million.
Data and Research | November 21st, 2022 Gender Differences Revealed for Self-Directed Investors A new survey of pre-retirees and retirees shows disparities between levels of concern for men and women.
Administration | October 20th, 2022 Annuities Gain Steam as Part of Target-Date Funds Cerulli retirement research shows consultants favor TDFs with guaranteed income for plan sponsors’ lifetime income options.
Data and Research | September 28th, 2022 Workers Delaying Retirement Has Doubled Since Last Year For employers, the recent upward trend in delayed retirement is causing complications, according to a new report from Nationwide Retirement...
Data and Research | September 28th, 2022 Nearly Half of Participants Are Saving Less Than 10% of Income for Retirement A new report says recession fears are likely driving interest in lifetime income options for workers.