Search results for: retirement income calculator
SunGard Creates Planning Apps in Windows
Financial planning apps available in the Windows Store give investors a leg up in reaching goals.
Sandwich Generation Needs New Messages About Saving
Don’t just tell those stuck between obligations to aging parents and children they need to save more, tell them how.
401(k) Plan Participants React Visibly to Market Dip
The last full week of August was a test of will for retirement plan participants. Many buckled under the pressure.
ABG Retirement Unveils Retirement Planning Service
A new website from ABG Retirement Plan Services helps address income needs in retirement.
More Participants Find Retirement Plan Provider Resources Helpful
A survey shows a significant jump in retirement plan participants’ perception of the helpfulness of provider resources for retirement planning, investing and saving.
Health Care Costs Remain Major Retirement Expense
A 65-year-old couple can expect to pay $220,000 on health care in retirement, a government group says.
Guardian Enhances 401(k) Website for Small DC Plans
A retirement planning management system provides education and guidance to positively influence the savings behaviors of plan participants in smaller companies.
Tech Firm Says Calculators Can Improve Savings
One key to better engagement in the retirement savings effort is improving knowledge about how assets and liabilities accumulate, according to financial technology provider SmartAsset.
Advisory Committee Suggests Additional Guidance for 403(b)s
Seven years after IRS regulations were implemented, 403(b) plans still have trouble with compliance.
Electronic Disclosure Rules Are So Last Century, SPARK Says
Overly restrictive rules make it difficult for plan sponsors and service providers to distribute plan information electronically, a paper says.
Bipartisan Legislation Supports Lifetime Income Disclosures
Lawmakers in the U.S. Senate this week introduced legislation that would mandate lifetime income demonstrations and other disclosures in defined contribution retirement plans.
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The New Retirement
Many Boomers will need to work in retirement; advisers can help them plan for it
Workers Need to Turn Retirement Saving Knowledge into Action
Americans do appear to have a fair understanding of certain personal finance concepts, and both workers and retirees agreed that they place a high degree of importance on...
Boosting Plan Participation Without Auto-Enrollment
Automatic enrollment is touted as a must-use feature for defined contribution retirement plan sponsors to increase plan participation, but many plan sponsors cannot use this feature.
Each Generation Has Financial Weaknesses to Address
Holistic financial education can help different generations in the workforce address their unique vulnerabilities that can derail plans for retirement.
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Breaking Down Savings Barriers
Proof that advisers play a critical role in boosting balances
Holistic Attack on ‘Real’ Retirement Problem
Dave Ramsey’s SmartDollar takes a holistic approach to retirement education, focusing on behavior and teaching people the basics:...
Council Supports Keeping Participants in Retirement Plans
The ERISA Advisory Council has made recommendations to support the idea of retirement plan participants keeping their savings in ERISA-covered plans for life.
Plan Participants Want Estimate of Lifetime Income
Retirement plan participants say they want their retirement benefit statements to include an estimate of lifetime income.
Preparing Baby Boomer Workers for Retirement
Baby Boomers have good retirement savings habits, but accumulated savings may not be adequate.