Tag: Annuities

Retirement readiness improved for Baby Boomers and Generation X households during 2013, says a new report.

The Dietrich Pension Risk Transfer Index fell nearly three points in February to 95.33.

Financial professionals often suggest a 4% annual withdrawal rate for retired workers living off accumulated assets, but one service provider is pushing a more sophisticated approach.

Unprotected pensions, loss of retiree health care benefits and reduced Social Security payments worry retirees.

Mercer introduced a multi-country third-party insurer buyout pricing study.

Retirement investment services provider Franklin Templeton Investments launched a new program that supplies plan advisers with tools and support to help clients develop long-lasting income streams.

Think people are either pre- or post-retirement? Think again. Before and after retirement is a spectrum of lifestyles and backgrounds, research says, and all types need specific messaging...

Overall retirement income adequacy for Baby Boomers and Generation X households improved last year.

A 16% increase in 2014 Pension Benefit Guaranty Corporation (PBGC) premiums pushed Mercer’s Pension Buyout Index into positive territory, meaning it could be cheaper for many employers to...

Plan participants are seeking a financially secure retirement, with more than one-third (34%) seeing the generation of guaranteed monthly income as the main goal of their retirement plan.

The cost of purchasing pension annuities from an insurer increased to 108.5% of liabilities during December 2013 as higher Pension Benefit Guaranty Corporation (PBGC) premiums kicked in.

Advisers to defined benefit (DB) retirement plans may face challenging allocation questions as the funded status of corporate pension funds improves.

The Dietrich Pension Risk Transfer Index has started 2014 on a high note, climbing 1.2 points since December 2013.

Year-end analysis shows a strong finish for equity markets in 2013, with net flows for stock funds and exchange-traded funds (ETFs) exceeding $400 billion.

The pension funded status of the U.S.’s largest corporations jumped by 16 percentage points in 2013, year-end analysis shows.

A new report urges U.S. retirement plan regulators to examine and emulate other countries’ efforts to improve employee spend-down options for post-retirement years.

The Dietrich Pension Risk Transfer (PRT) Index increased fractionally during November.

The cost of purchasing pension annuities from insurers fell to 108.3% of liabilities during October, down from 108.9% to reach the smallest margin measured in 2013.

A new research paper shows that the impact of using a mark-to-market accounting method for valuing pension liabilities will have a negligible effect on companies.

More U.S. companies are formalizing plans to de-risk their defined benefit (DB) plans.