Search results for: retirement income calculator
Cover Story
The Virtual Reality
Most plans offer digital access, yet participant engagement lags—what can advisers do?
Participants Reassess Their Retirement Savings and Readiness With the New Year
Following the economic impact of the COVID-19 pandemic, participants are shifting back to retirement planning.
Advisers Can Address Participant Savings Gaps With New Retirement Readiness Calculator
The tool was launched to bolster retirement planning resources and offer personalized support, customized solutions and best practices.
Educating Participants About Lifetime Income Projections Is Key
Retirement plan advisers and plan sponsors are ramping up support so participants will understand newly implemented projected lifetime income illustrations on their plan statements.
Lincoln Financial Revamps Participant Website
The firm says the digital tools embedded on the website are designed to encourage participants to engage more with their accounts.
Lincoln PathBuilder Income Solution Goes Live on SS&C Platform
The firm says there is significant consumer interest in an in-plan investment option that guarantees lifetime income in retirement.
More Sponsors Seeking Expert Advisers
After a year of nuanced challenges, plan sponsors say they are looking to DC plan specialists for a broad spectrum of advice, and they want higher levels of...
‘Cautionary’ Messaging Prompts More Participants to Engage With Plans
However, a study found giving participants a view of retirement readiness progress as well as giving them a view of a retirement readiness shortfall resulted in increased intent...
Franklin Templeton, iGrad Partner on Financial Wellness Digital Platform
It will analyze each user’s ‘financial personality’ and provide education courses.
Voya Launches Online, Interactive Budgeting Calculator
The company continues to add to its digital retirement and financial wellness tools.
Getting Income Projections Right
Retirement industry practitioners support the provision of mandatory lifetime income disclosures to plan participants, but they also emphasize the importance of broader income conversations and education.
Working Generations Are Uncertain about Social Security
However, Millennials and Gen Xers are open to working with financial advisers to learn more and maximize benefits.
Simple Steps Toward Retirement Certainty in Uncertain Times
Many people don’t know as much as they should about retirement and investments. There is no time like the present to learn.
Investment Product and Service Launches
iJoin creates managed account program, and Ameritas launches glide-path tool for employer-sponsored plans.
Finding Real Financial Wellness in the Workplace
Financial wellness programs are most effective when the different points of focus are carefully coordinated—and when employees see that their employers genuinely care about their financial wellbeing.
New Tool Translates Retirement Savings to Projected Monthly Value
Pacific Life's Retirement Income Translator also creates a two-minute personalized video that aims to illustrate the potential benefits of protected lifetime retirement income through an annuity.
Compliance News
Legislative and Judicial Actions
Key legislation, regulations and litigation from Washington, D.C., and the courts.
What to Expect With Unexpected Early Retirement
Considerations for participants when retirement comes earlier than anticipated.
Successful Advisers Are Able to Spot Emerging Trends
Craig Hawley, head of Nationwide Advisory Solutions, also explains how successful advisers are using AI.
How to Help Sponsors Measure the Success of Their Financial Wellness Programs
It should start with determining sponsors’ concrete goals and can then move to usage metrics.