Tag: Retirement Income

According to Cerulli research, the various parties involved in the implementation of an in-plan retirement income solution are often not on the same page about basic terminology and...

However, retirees spend 32% less than non-retirees.

The documents are FINRA reviewed and focus on the topics of maximizing Social Security and tapping into common sources of sustainable retirement income.

To help improve participant planning, the Retirement Income Planning Center provides resources to help create a retirement budget and income plan, which Wells Fargo says are two essentials...

Nearly all of those who work with an adviser feel they have prepared themselves well for estimating their monthly income needs in retirement, Voya Financial learned in a...

The research finds that individuals most likely to be interested in annuities are younger and still working, which LIMRA SRI says creates an opportunity for future conversations for...

Workers in Germany face a similar savings challenge as U.S. workers, according to Fidelity; while workers in the U.K. have an easier outlook, greater longevity means those in...

Looking at whether retirees will be able to replace 75% of their final-year earnings, the Center for Retirement Research at Boston College found the number of households at...

The Retirement Analysis Kit now includes a "bucket strategy."

As a result, they may have lost the opportunity to save six years’ worth of income in retirement, according to a Nationwide Retirement Institute survey.

Great retirement plans can be found in all industries and geographies, says Mel Hooker at Wells Fargo; what unites them is a sense of purpose and an ability...

Findings from a Capital One survey about why employees do not participate in their employer-sponsored retirement plan offers opportunities for education, according to Stuart Robertson.

Nearly three-quarters (72%) of respondents to a TD Ameritrade survey indicated they do not believe Social Security will cover their spending in retirement, and 51% said they do...

Based on the results of a new CANNEX study, advisers who are looking to provide clients with guaranteed income should seriously consider both income annuities and savings annuity...

Twenty-one percent of workers expect that working in retirement will provide them with a major source of income, but this is only true for 9% of retirees.

Mostly party-line House action this week included passage of the Family Savings Act, which features key provisions drawn directly from the popular Retirement Enhancement and Savings Act.