Displaying 102 results
Retirees spend twice as much when they have guaranteed income, research finds
Most people don't plan bequests and many unnecessarily cut back on discretionary spending in retirement, according to a paper from an industry group.
With 10 years to go, near-retirees have a shot to avert the midlife retirement crisis
Prudential Life says there’s hope for 55-year-olds even as trends of inflation, disappearing DB pensions and “silver squatters” wear on.
Most boomers content in retirement, but Social Security dependence is still real
Survey of retired Baby Boomers unpacks ongoing retirement income reliance, significant financial stress, and intentions for inheritance.
Wealth tech firm MyVest strikes retirement income partnership
The fintech integration aims to close the planning-execution gap with tax-optimized withdrawal recommendations, among other features.
Future Capital helps advisors break the 401(k) planning barrier
The RIA’s new solution aims to help advisors make their planning more holistic by considering held-away 401(k) assets.
State Street adds a lifetime income twist to its target date funds
Addressing workers’ concerns for early retirement, the new offering updates an existing index-based solution with the option of going into an annuity.
DC plan sponsors are turning their attention to retirement income
New PIMCO study underscores trends in non-guaranteed income solutions, QDIAs, and diverging approaches to address retirees' needs.
US individual annuities see record-breaking first quarter, says Limra
Latest survey reveals all-time high of $106.7B in Q1 sales, with winning streaks in fixed-rate deferred annuities, FIAs, and RILAs.
Do DC managed account programs have a PR problem?
Despite their benefits for 401(k) participants, especially financial advice, Cerulli research finds a lack of awareness is holding back broader adoption.
How much of an income edge could retirees get from annuities?
With 'new North Star' metric, TIAA urges new retirees to rethink 4 percent rule and incorporate a lifetime income strategy.
For retirement-age investors, it’s about keeping their nest eggs safe
Survey of pre-retirees and retirees reveals a major focus on capital protection, with a strong preference for stability and guaranteed income.
PGIM unveils new retirement spending funds
The asset-allocation solutions are designed to address investors’ varying risk tolerances and retirement income needs.
BofA rolls out retirement income portfolios
The products, available to Merrill's clients, are designed to provide retirees with reliable income over 25 years.
Empower unveils comprehensive retirement income suite
The DC plan provider is rolling out an expansive shelf of retirement solutions through multiple partnerships.
Why pre-retirees with a plan are better off in retirement
T. Rowe Price report reinforces benefits of formal financial planning on retirement wealth, confidence, and more for 401(k) participants.
Tax hike alone won’t save Social Security, think tank warns
Proposed bill to raise taxes on high earners isn’t enough to fix program's brewing solvency challenge, according to new report.
Showing how good or bad luck shapes retirement lifestyles
IncomePath software from Tamiko Toland and Michael Finke was inspired by the work of William Sharpe.
NAPA launches pioneering retirement income program for advisors
First-of-its-kind course aims to help advisors articulate the value of retirement income solutions to complement 401(k) plans.
Social Security fixes include raising retirement age, taxable income cap: Conference Board
Report from policy think tank details the program's financial problems and suggests a number of reforms.
Retirement income literacy lacking among older Americans
The study exposes demographic fault lines in financial knowledge, with advised individuals scoring higher on several fronts.
