Tag: Retirement Income

Lincoln Financial Group is providing educational materials for plan sponsors to use in connection with National Save for Retirement Week.

The Principal Financial Group has introduced a personalized, at-a-glance retirement wellness scoring system for retirement plan participants.

With 25 years in the investment industry, Tim McCabe has participated firsthand in the dramatic rise of the defined contribution retirement system.

Taking a retirement plan loan can have a big impact on a participant’s retirement income, especially if the participant does not pay the loan back or stops contributing...

Wells Fargo Advisors (WFA), the brokerage unit of Wells Fargo & Company, recently extended its Envision retirement planning process through the launch of the Income Center.

In a time when corporate merger activity is benefiting CEOs and shareholders, but creating few jobs, Bloomberg TV host Trish Regan asks how to make growth benefit more...

The Center for Retirement Research (CRR) at Boston College has released a booklet explaining ways retirement savers can use home equity to achieve additional income in retirement.

Lifetime income in defined contribution (DC) plans is garnering more attention, but the solutions raise a number of topics, such as safe harbor, plan sponsors’ fiduciary responsibility and...

Research from financial analytics firm Cerulli Associates shows more than a quarter of 401(k) participants look to their plan’s recordkeeper as their primary source of retirement advice.

Approximately $720 billion in defined contribution (DC) plan assets was eligible for distribution but remained in employer-sponsored plans in 2013, according to a report from Cerulli Associates.

Plan advisers have a great deal more work to do on ensuring participant retirement readiness.

Respondents to a survey identified health as the most important factor for a happy retirement, and health care costs as their biggest concern, highlighting the need to consider...

Some retirement plan participants think the required minimum distribution (RMD) is a good guide for an appropriate withdrawal rate in retirement, research suggests.

Ever heard of a QDRIA? You might, if income solutions become an integral part of defined contribution (DC) plans.

An optimistic view of U.S. retirement preparedness depends crucially on assumptions about behavior that may not reflect real world activity, researchers suggest.

Ownership of retirement accounts fell in 2013, but median and mean values of retirement accounts rose substantially, according to a Federal Reserve Bulletin.

An individual departing the workforce today will see out-of-pocket health care costs grow 7% annually throughout retirement, an analysis from J.P. Morgan Asset Management suggests.

The LIMRA Secure Retirement Institute (SRI) estimates that 1.5 million people will retire annually from now until 2025, creating significant demand for advice on spending and investing in...

Generation X workers face some formidable obstacles to achieving retirement readiness, according to Transamerica, but there is hope for the generation if aggressive action is taken.

Retirement plan participants who receive regular advice from a financial professional are more aggressive and engaged when it comes to pursuing individualized savings targets, a new study shows.