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Wednesday, July 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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Data & Research
Retirement Security Improved by Allocating a Portion of DC Plan Assets Into Annuities
A recent paper from the National Bureau of Economic Research explored a guaranteed payout path involving defaulting 20% of a retiree’s assets greater than a certain threshold into an immediate annuity.
Data & Research
Survey Finds Participants Want Retirement Plans to Support Guaranteed Income
Almost nine in ten 401(k) plan participants believe employers have a responsibility to help ensure retirement income security, according to a survey by Nuveen and the TIAA Institute..
Products & Services
Bringing Advice to the Masses
When offered, managed accounts can provide a full financial planning experience—from accumulation through retirement.
Data & Research
Retirement Confidence Remains High, As Does Interest in Income Options
EBRI's most recent Retirement Confidence Survey found that 67% of workers and 78% of retirees reported being confident that they could live comfortably throughout retirement.
Data & Research
As Longevity Increases, Retirement Planning Struggles to Keep Up
Two studies highlight a mismatch between life expectancy and current retirement planning.
Data & Research
Investors, Advisers Take Different Approach to Initial Retirement Years
A Global Atlantic survey showed mismatched priorities between financial professionals and clients during the critical ‘Fragile Decade.’
Products & Services
Nuveen Lifetime Income TDFs to be Available on Transamerica Platform
The Nuveen Lifecycle Income CIT Series will be available as a default option for retirement plans recordkept by Transamerica.
Products & Services
MissionSquare Adds In-Plan Retirement Income Option Via Income America
The MSQ 5ForLife Balanced Fund will be available to employers who have MissionSquare retirement plans and are permitted by law to invest using collective investment trusts.
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