Search results for: retirement income calculator
Longevity Risk Requires Accurate Measurements, Adequate Solutions
Advisers can guide clients to find appropriate income options for a potentially lengthy retirement.
Sponsored by Nationwide Retirement Solutions
Preparing Americans for a Dignified Retirement
The new president of Nationwide Retirement Solutions discusses his strategic vision and the role of advisers.
Sponsored by Nationwide Retirement Solutions
In-Plan Roth Conversions Come to Thrift Savings Plans in Late January
Up to 26 conversions will be allowed per calendar year.
How NQDC Decisions Factor in IRS, OBBBA Rules
Salary deferral decisions for next year are impacted by the IRS’ 2026 contribution limit for qualified retirement plans and the One Big Beautiful Bill Act’s provisions.
Retirement Expert Says Social Security Not ‘Going Bankrupt’
Social Security has survived past solvency crises, but it is not clear to industry expert Marcia Mantell what action Congress will take before payouts are projected to decrease...
Making Roth Real
How plan advisers are helping participants understand Roth contributions to retirement plans.
Drawing Lessons from Gen X’s Financial Missteps
Three separate studies highlight how a majority of Generation X respondents feel they fell short of their retirement goals.
I Used to Be Skeptical About Financial Wellness. Here’s What Changed My Mind.
Financial Finesse President Todd Lacey makes a case for integrating financial wellness into an advisory practice.
Voya Collaborates With Savi for Student Loan Debt Offerings
The company said it will offer many Savi guidance features at no charge to employers or their employees.
ERISA Advisory Council Releases QDIA Recommendations to DOL
The report was released after Democrats in Congress raised concerns about the council’s future, as it has not met since President Donald Trump’s inauguration.
Product and Service Launches – 5/2/25
401Go expands its retirement offerings; Schwab Retirement Plan Services adds tools via Candidly; Edward Jones adds alternative investments to private client offering; and more.
ERISA Advisory Council Approves 3 New QDIA Recommendations
The council is seeking to provide more participant education on retirement income options and a safe harbor for IRA rollovers.
Beyond Auto
Impactful plan design innovations that plan sponsors can make to incentivize workers to save.
Why Advisers Should Think of Social Security as a Fixed Asset Class
A retirement plan adviser is pushing the industry to consider Social Security’s place as a fixed asset for U.S. workers—and to help participants plan appropriately.
SEC Unlikely to Abandon Predictive Analytics Proposal, Says Outgoing Division Director
William Birdthistle, the Securities and Exchange Commission’s current director of investment management, told an IAA conference the SEC will continue to explore regulating the use of artificial intelligence...
Vanguard Targets ‘Max Savers’ With New Financial Wellness Tool
The firm’s Retirement Savings Maximizer provides guidance toward additional tax-advantaged options if a saver is projected to hit the maximum elective deferrals in their defined contribution plans.
Product & Service Launches – 11/16/23
Employee Fiduciary launches 401(k) fees calculator; Businessolver enhances MyChoice accounts HSA investment platform; BenchMine launches latest retirement plan insights; and more.
Investment Product & Service Launches – 11/9/23
Franklin Templeton converts mutual fund into newly listed ETF; SCG Asset Management offers equity-linked note interval fund; Voyant introduces wellness solution.
Does Anyone Support the Predictive Analytics Rule?
Nobody in the investment advice industry seems to, and few and far between appear to elsewhere.
As Women Face Uncertain Retirement Outcomes, Advisory Practice Says: ‘Relate’
The need to relate more to female participants comes as 71% of women report they will outlive their retirement savings, according to a recent survey by IRALogix.