Search results for: retirement income calculator
Will Retiring Retirement Plan Participants Turn to You?
As an adviser to workplace retirement plans, you’ve helped participants save money for retirement, but when they’re ready to retire, will they turn to you?
Online Tools Used Most to Determine Retirement Need
More than half (52%) of retirement plan participants have used online tools to calculate their retirement income needs.
Prudential Retirement Refreshes Digital Tools
Prudential Retirement introduced a line of new technology tools designed to help participants, sponsors and advisers drive higher levels of plan success.
Retirement Is a Phase, Not a Single Date
People expect to work longer and flexibility will become the new model for retirement, finds Aegon’s third Retirement Readiness survey.
Employers Recognizing Need for Financial Education
More employers are recognizing employees need financial education programs to help them deal with financial challenges.
SunGard Talks Drawdown Strategies
How to make sure assets last throughout retirement is a key question for advisers, and often very difficult to answer.
Merrill Lynch Unveils Holistic Wellness Program
A new financial wellness program from Merrill Lynch helps clients assemble and compare competing financial concerns while also shaping an individualized, goal-oriented path towards a better retirement.
Provider Websites Face Off in Corporate Insight Report
Whether their plan is soliciting requests for proposals (RFPs) or not, plan officials have the fiduciary duty to understand how their service providers’ Web offerings match the competitions’.
Pulling Out All the Stops with Retirement Education
Simply measuring the average participant’s retirement savings shortfall will not help employers improve plan outcomes, says Kris Gates, vice president of customer experience marketing with MassMutual.
Work Will Be Ongoing Part of Boomers’ Lives
Work will be a part of Baby Boomers’ lives even into the retirement years, a survey finds.
Wellness Programs Benefit the Plan as Well as Participant
Helping employees attain financial wellness isn’t just another part of the benefits program—it can be downright healthy for a company’s bottom line.
Calculators, Advisers Can Improve Confidence
The Retirement Confidence Survey (RCS) from the Employee Benefit Research Institute (EBRI) has consistently found a relationship between the level of participants’ debt and retirement confidence.
Plan Offering Strongly Linked to Confidence
Americans’ confidence in their ability to afford a comfortable retirement has recovered somewhat from the record lows of the past five years, according to the 24th annual Retirement...
Should Small Plans Mimic Big Ones?
Small plans must be given more latitude to mimic their larger counterparts if the nation is to adequately fund its retirement needs, says Kristi Mitchem, of State Street...
Actionable Information Creates Higher Savings
Four years after the launch of its Lifetime Income Analysis experience, participants in Putnam Investments-administered 401(k) plans continue to take significant steps forward in increasing their level of...
How a Mortgage Impacts Retirement Income
Does your employee retirement education include information about carrying a mortgage into retirement?
Fidelity Releases Fixed-Income Portfolio Tool
Fidelity Financial Advisor Solutions, a unit of Fidelity Investments that provides mutual funds and other investment services, released an interactive calculator that helps financial professionals build fixed-income portfolios.
Prudential Adds DST Clearing Service
Financial services and asset management firm DST reached an agreement to bring its retirement income clearing calculator (RICC) services to Prudential Retirement clients.