Plan Sponsors Are Mulling Retirement Income Options
Plan sponsors are taking a deliberate approach to adopting retirement income solutions for participants since the passage of the SECURE...
Tag: Retirement Income
Responding to Health Care Workers’ Retirement Readiness Concerns
As health care employees’ worry about outliving their assets, plan sponsors can help them prepare for income in retirement.
Contemplating a 40-Year Retirement
J.P. Morgan’s latest Guide to Retirement publication predicts many people, if they can retire in the traditional age range of...
More Social Security Communications Could Bolster Participant Outcomes
A study finds most people do not engage with Social Security’s online portal to factor in the amount of retirement...
Comfort With Annuities Could Help With Spending in Retirement
One study finds few participants are likely to annuitize their retirement savings, while another suggests those who take a withdrawal...
Considerations for Tweaking the Investment Menu for Older Participants
Participants approaching retirement and those who decide to remain in the plan need additional choices and can benefit from assets...
Default Lifetime Income Legislation Introduced in House
Legislators say the LIFE Act builds upon the SECURE Act provision that enhanced the safe harbor on which plan sponsors...
DC Plans Use Pension Features to Improve Retirement Outcomes
DC plans are taking on more and more features that primarily used to be associated with defined benefit plans, to...
Lower-Income Workers Benefit the Most From Auto-Portability
Research suggests that keeping retirement plan savings in tax-advantaged accounts, using auto-portability, can help to close the wealth gap.
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Groom Law Group Publishes Guide for Selecting Lifetime Income Options
The paper aims to provide defined contribution plan fiduciaries with a practical tutorial for choosing lifetime income investments.
Social Security Replaces More Retirement Income for Low-Income Participants
Plan sponsors can assist low- and moderate-income workers’ retirement readiness by educating them about the benefits of delaying Social Security...
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Updated Participant Website Launched by Lincoln
In addition to increased functionality, the new online experience also features an online content hub with videos, articles and tools...
With Pandemic Lessons Learned, Institutional Investors Gear Up for 2022
The first year of the pandemic was defined by a flight to safety, while 2021 brought a risk-on stance and...
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Investment Product and Service Launches
State Street launches new retirement income strategy, while Federated Hermes launches two new ETFs.
Retirement Income Solutions Have Slowly Progressed in 2021
Despite employers, plan participants, retirees and near-retirees showing greater interest in lifetime income options, adoption by plan sponsors has remained...
Real Estate Investments Increasing in DC Plans
A new report suggests defined contribution plan investors have grown more sophisticated in their knowledge of the real estate asset...
2021’s Hardships Redefine Financial Wellness Goals
With so many Americans having gone through tough times over the past two years, a new study looks at how...
New Year Brings Both Novel and Familiar Industry Challenges
From accelerating provider consolidation to the persistent retirement plan coverage gap, there are no shortage of issues for the retirement...
CITs, Retirement Income Products and ESG Investing Poised for Growth
Asset managers polled by Cerulli Associates reported trends they see for DC plan investments.
4% Withdrawal Rule Squeezed by Low Returns
Research from Morningstar finds that a 3.3% starting withdrawal rate is more sustainable given today’s low bond yields and high...