Search results for: retirement income calculator
Americans Unlikely To Save More for Retirement in 2017
Even though saving for retirement is America’s top financial concern, only 32% of people plan to increase contributions to their retirement accounts in 2017, according to the latest...
Generating Lifetime Income Top Concern for Participants
A new survey finds that while a majority of retirement plan participants want lifetime income solutions, many are unaware if their plans offer one.
Helping Participants Prepare for Retirement Health Care Costs
Knowledge and the right tools can help individuals prepare for and perhaps reduce health care costs in retirement.
Trust Builders Offers Sequence of Returns Calculator
The Sequence of Returns calculator uses rates of return from a historical index to illustrate the potential performance of retirement investments.
Technology-Committed Firms See a Lot to Like in DOL Fiduciary FAQ
Attorneys and executives working for robo advice technology providers suggest the DOL fiduciary rule—as enumerated by the new FAQ publication—paves the way for their approach to succeed.
Fiduciary Rule Could Curtail Providers’ Communications With Participants
Broadridge looks at the new fiduciary rule’s “far-reaching implications for the retirement plan participant experience” and how to avoid pitfalls.
Baby Boomers Will Rely Heavily on Social Security
Many Baby Boomers think the average monthly payment from Social Security is $500 more than it actually is, a new survey shows.
Client Marital Status and Career Outlook Central to Risk Tolerance
Research from Northwestern Mutual suggests a client’s thoughts about marital status and career ambition are among the strongest determinants of risk tolerance and general financial attitudes.
Research Finds Most Retirement Calculators Inefficient
According to research published in The Financial Analysts Journal, most retirement calculators fail to take into consideration key tax implications.
Future Market Expectations Call for a Change in DC Plan Investing
In addition, lower expected returns could double the required savings rate for DC plan participants in order to achieve a 75% income replacement rate in retirement, a white...
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A Work in Progress
While the Pension Protection Act helped to improve retirement plans considerably, there still is a great deal more work to be achieved to help people retire safely
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Trendspotting
A look at the latest concerns and actions among employees, and what they mean for advisers
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Staying Within Bounds
Does the new fiduciary rule create a fine line between education and advice?
Retirement Income Calculators Differ Widely
An analysis of 12 calculators resulted in a 60% spread in resulting monthly income.
Trust Builders Offers Calculators to Help with Retirement Readiness
The three calculators for advisers to use with their participant clients are the: Paycheck Analysis, 1040 Analysis and Projections.
vWise, Schwab Retirement Technologies Partner on New Tools
The personalized video and online calculator are both focused on retirement income.
Retirees Wish They Had Delayed Collecting Social Security
Health care expenses weigh heavily on retirees.
Examining Financial Wellness Needs of Each Generation
Research has found that improvement in financial wellness improves retirement savings, but each generation has different needs and learning styles.
Investment Product and Service Launches
Guardian moves to expand investment flexibility with new options; Northern Trust enhances solution for fair value leveling through collaboration with Interactive Data; Nuveen Asset Management introduces pension liability...
MassMutual Unveils Spanish-Language Financial Goal Calculator
MassMutual has introduced new financial and retirement calculators aimed at a Spanish-speaking audience.