Wednesday, January 29th, 2025
A topical newsletter from PLANADVISER
Retirement Income
This week’s Spotlight series considers trends in retirement income.
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Client Service
Holistic Planning is Key to Navigating Retirement Income Challenges
An Ameriprise Financial executive discusse
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how to navigate the shift from saving
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to managing distributions.
DATA & RESEARCH
DC Advisers Interested in Retirement Income Solutions, but Still Hesitant
Systematic withdrawals are still more commonly recommended than in-plan annuities, but that may shift in coming years, according to researchers from Escalent’s Cogent Syndicated.
In Practice
EBRI Panel: DC Plans, Social Security Can Create Strong Retirement Security Net
Panelists speaking at the institute’s winter policy forum made the case that a strengthened defined contribution system can partner well with Social Security for the majority of Americans.
Data & Research
Nearly Half of Retirees Have No Formal Decumulation Strategy
A similar 46% say they get minimal to no guidance on decumulation from their employer or 401(k) provider, according to a survey by IRALOGIX.
Data & Research
Micro-401(k) Plan Market Ripe for Non-Specialist Adviser Growth
The market for 401(k) plans with less than $5 million in assets is poised to hit 1 million plans by the end of the decade, with wealth advisers poised to capitalize, according to Cerulli.
Thought Leadership
Retirement Experts: A Better Way To Crack the Retirement Income Nut.
Guaranteed income sources can help retirees maximize Social Security benefits.
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