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| Data and Research |
| Social Security is Key, Even for Affluent Investors |
| For nearly one-third of affluent investors, Social Security will provide half their retirement income, according to a study.
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| Data and Research |
| Spending Rates in Retirement Are Modest |
| Since retirees are spending less than they withdraw from financial accounts, they are accumulating money in checking accounts and may need to reinvest those assets, says Steve Utkus with Vanguard Center for Retirement Research.
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| Data and Research |
| Providers Expect Fiduciary Rule to Deter Rollovers |
| Nearly two-thirds, 64%, of the nation’s top retirement plan recordkeepers and providers believe that the new Department of Labor (DOL) fiduciary rule will deter rollovers from retirement plans into individual retirement accounts (IRAs), thus helping them to retain assets, the LIMRA Secure Retirement Institute found in a survey.
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| Data and Research |
| Sponsors Warming Up to Lifetime Income Solutions |
| Employers are gradually warming up to lifetime income solutions in their retirement plans, Willis Towers Watson found in its Lifetime Income Solutions survey. However, they are more interested in educating participants about drawdown strategies or partial withdrawals than using guaranteed insurance-backed products.
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| Data and Research |
| Retirees Wish They Had Delayed Collecting Social Security |
| Unexpected health care costs and other life events have 23% of retirees—those retired 10 years or less—wishing they had waited before collecting Social Security, according to a survey by the Nationwide Retirement Institute.
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