High-Net-Worth Investors Have Reimagined Retirement
Investors with $5 million of investable assets have envisioned a new retirement roadmap.
Tag: retirement planning
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Mutual of Omaha Extends Retirement Suite
New product aims to expand accessibility for employers to provide retirement planning services
Individuals Feeling More Urgency About Planning for the Future
Seven in 10 Americans surveyed say they want to work with a financial adviser.
Pandemic Has Hurt Women’s Retirement Confidence
Plan sponsors are presented with an opportunity to help women who are feeling off course from their financial and retirement...
SURVEY SAYS: Has the Pandemic Changed Your Retirement Date?
PLANSPONSOR NewsDash readers share whether the pandemic has led to them to change their planned date of retirement.
Retirees and Near-Retirees Need an Annual Financial Checkup
Retirement plan sponsors can remind participants to review their finances and provide resources for them to do so.
Retirement Planning Needs of Private- and Public-Sector Employees More Similar Than Different
Yes, public employees are more likely to have pensions, but some do not get Social Security, and health care costs...
Early Retirement Increasingly the Goal for Younger Generations
This may be wishful thinking for some, but there are ways to help them achieve their target retirement age.
Coronavirus News for Plan Sponsors
The latest news about market volatility, benefits and business updates, and legislative and regulatory actions.
Helping People Focus on Financial Planning in the New Year
Few people are making financial planning their top priority for 2020, Allianz Life found, but the firm's Kelly LaVigne offers...
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Actuary Groups Update Longevity Calculator
A better understanding of longevity can help employees plan for investment strategies in retirement and health care expenses, among other...
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Research Briefs Help Participants With Retirement Planning
Employers may provide employees with access to the briefs; however, the briefs also can inform plan sponsors about how to...
Planning for a 40-Year Retirement Is Possible
A survey from AIG Life & Retirement found many people want to live to 100, but are concerned about their...
Baby Boomers, Insufficiently Prepared for Retirement, Need Access to Advisers
The Insured Retirement Institute also found that financial advisers and individuals are not considering the effects of health care costs...
Different Cultural Groups Have Varying Expectations for Retirement
Results of a survey from MassMutual can inform plan sponsors about approaches to take to help different cultural groups—and employees...
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Pentegra Offers Guide for Millennials to Get on Path to Financial Wellness
The report discusses the power of compounding, finding extra dollars to save, saving for college and retirement and managing debt,...
Boost in Balances Giving Retirement Savers False Sense of Security About Retiring Early
MassMutual urges pre-retirees to calculate their projected income and expenses in retirement because although retirement plan balances are healthier than...
Employees Not Realizing the Importance of Debt Control in Retirement Planning
Although a majority of workers thought workplace financial well-being programs would be either very or somewhat helpful in better preparing...
Unpredictable Retirement Age Calls for New Planning
Morningstar suggests individuals and their advisers must incorporate retirement age uncertainty in their retirement planning by focusing on saving.
Asian Americans More Thoughtful Retirement Investors Than Other Demographics
However, a MassMutual study finds this group can use more education about other retirement planning issues.