Tag: Retirement Income

Roughly one-third of those who report having spent a significant portion of a retirement plan lump sum distribution taken from either a DC or DB plan say they...

The new DC plan solution combines human touch and technology to make the onboarding experience easier.

Who qualifies, and how much can be borrowed?

Working with a financial adviser increases confidence, an IRI survey found.

The insurer will also be hosting two webinars this week on managing risk in retirement.

The same tool that is reliable for providing quick and simple Social Security estimates won’t be as helpful when subtler situations arise—and so picking the right benefit calculator...

Product development and participant demands may open a wider door for retirement income solutions in the DC space, according to new research by Cerulli Associates.

Retirement income as a percentage of wealth has declined as the employer-sponsored retirement plan landscape has been moved to mostly DC plans, a study finds.

A coalition of advisers and providers is making the case on Capitol Hill that dialing back DOL guidance supporting state-run retirement savings programs for private sector workers is...

Allowing for partial withdrawals is among five tips the investment firm gives.

In the last few years, real-estate exposure has been gaining traction in the DC space; however, its potential for key benefits also poses several challenges.

DC plan participants need education about how much they will need to fund a 20- to 30-year retirement, and plan sponsors need education about the role of annuities.

Some suggest it is little more than a lack of awareness that has prevented a big rush by DC plans towards smart beta investing.

Experts argue bond ladders can work in a rising rate environment and across a variety of unpredictable macroeconomic scenarios—allowing investors to continually readjust their fixed-income exposure. 

The guides reflect changes to the programs that were effective January 1, 2017.

In the latest annual update of its retiree health savings analysis, EBRI found that the range of retiree health savings targets rose between 0% and 6% between 2015...

Janus Capital Releases Fiduciary Focused Share Classes; TIAA adds Guaranteed Income Components to TDFs; Virtus Launches Municipal Bond ETF; and more.

Fixed income annuities and QLACs are easier for participants to understand than other products, a MetLife whitepaper says.

Uptake of the U.S. Treasury Department’s myRA savings program has been slow, but officials suggest tax time is “the right time to talk about saving with myRA.”