Planadviser Logo
Spotlight Logo
Wednesday, July 27th, 2022
A biweekly topical newsletter from PLANADVISER
Retirement Income
One of the first steps in solving for retirement income is rethinking the jargon that often gets used with plan sponsors. For example, most employees don’t know the difference between ‘in-plan’ and ‘out-of-plan’ income. There also needs to be collaboration among the plan’s stakeholders, meaning that the asset manager, consultant and plan sponsor need to work together to present straightforward income solutions. Find the latest on retirement income below.
Paving the Way
Approaches to adding income products into DC plan design—but not on the menu.
Retirement Income Evolution
Experts agree that few defined contribution retirement plan participants can successfully manage their retirement spending on their own, meaning it is crucial for advisers and providers to help solve the ‘decumulation challenge.’
Data & Research
EBRI Asks What It Takes to Retire Without Regrets
In a new ‘Fast Facts’ publication, researchers examine the current characteristics of retirees living without major financial regrets.
Rocky Equity Markets, Moving Rates Help Annuities Shine
New LIMRA data shows continued equity market declines and rising interest rates drove investors to purchase record levels of fixed-rate deferred annuities in the second quarter.
Social Security on the Brink?
Long-standing solvency problems remain.
New, Tighter Distribution Rules
Retirement plan advisers should revisit retirement planning for clients who count on the ‘stretch’ IRA provision for bequeathing their individual retirement account or 401(k).
Did someone forward you this newsletter?
Sign up here to get PLANADVISER Spotlight directly in your mailbox!
rss icon twitter icon linkedin-in icon facebook icon
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2023 Asset International Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850