Tag: Retirement Income

Advisers to defined benefit (DB) retirement plans may face challenging allocation questions as the funded status of corporate pension funds improves.

New analysis concludes that Social Security benefits, along with 401(k) savings, can provide workers with an annual income level representing more than half of preretirement pay.

Investment management firm Vanguard will be partnering with HelloWallet, a financial wellness service, to help employees save more for retirement.

A federal appeals court upheld a ruling that an employer did not violate anti-cutback rules when paying lump sums from a terminated pension plan.

The American Academy of Actuaries has released a report that provides guidance for evaluating retirement plans.

The Dietrich Pension Risk Transfer Index has started 2014 on a high note, climbing 1.2 points since December 2013.

There is a strong connection between subjective life expectancy and retirement expectations, according to a new research paper.

The National Tax-deferred Savings Association (NTSA) maintains the same core mission as its predecessor.

Consulting firm Mercer has released explanatory material about Social Security and Medicare that may prove useful to plan sponsors and advisers.

Three-fourths (76%) of companies surveyed are somewhat or very likely to expand their focus on the financial well-being of their employees in 2014.

Military families with a financial adviser are more likely to feel confident about retirement than those not receiving advice, new research shows.

Interest in equities continued to grow through the end of 2013, especially with regard to retirement-based investments, year-end analysis shows.

Those in their early 20s carry just half the debt of those in their upper 20s, new analysis shows, but savings rates for both groups are decreasing.

Despite employees saying they will work into their retirement years, employers still have concerns about being shorthanded.

Research from the polling firm Gallup indicates that those who prefer to save money most may also have the most trouble doing so.

Investors at different income levels define wealth management services differently, research shows, increasing the risk of misunderstanding and client loss for advisers in the channel.

Defined benefit (DB) plans have enjoyed a funded status boost of late, but what does this mean for their future?

Bill Chetney has been named president of LPL Retirement Partners, a subsidiary of LPL Financial Holdings Inc., effective January 1, 2014.

It is possible to estimate the amounts necessary to make the value of defined benefit (DB) plans equal to income paid by defined contribution (DC) arrangements.

When compared with their spouses, married men are 58% more likely to be a couple’s primary contact with a financial adviser.