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Wednesday, April 23rd, 2025
A topical newsletter from PLANADVISER
Retirement Income
This week’s Spotlight series considers trends in retirement income, from investment and product solutions to plan sponsor adoption and employee education.
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Special Coverage
Retirement Income Planning
We explore the topic of retirement income planning—from the products being offered and supported in the marketplace, to the regulatory environment influencing these products, to current best thinking—and best strategies—for how to draw savings down.
Products & Services
Annuities Can Make Client Relationships ‘Sticky,’ but Misunderstandings Persist
Almost 78% of financial professionals report that clients have negative preconceptions about annuities, making it more difficult to foster a clearer understanding of their benefits.
Data & Research
Workers Show Social Security Knowledge Gaps
Although older workers understand the benefit better than their Millennial and Gen Z peers do, all could be better educated, says a survey from T. Rowe Price.
The Markets
Income Target-Funds Reach $22B in Assets in 2024
A majority of workers participating in employer-sponsored plans (86%) said they want their employers to offer in-plan retirement income options.
Data & Research
Milken Institute Supports Steps to Increase Adoption of In-Plan Lifetime Income Solutions
The think tank says three things would expand access: labeling in-plan lifetime income solutions as distinct asset classes, refining safe harbor language and expanding educational outreach.
Data & Research
Traditional IRAs the Destination for Rollover Dollars, Roth IRAs Capture Conversions and Contributions
Thirty-one percent of households owned IRAs in 2022, according to a report from the Congressional Research Service. Among IRA-owning households, the median balance was $87,000, and the average balance was $309,130.
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