Tag: Post Retirement

Wells Fargo’s Institutional Retirement and Trust division is offering retirement plan participants institutionally priced annuities on the Hueler Income Solutions platform.

Most Americans don’t have money set aside for unanticipated financial emergencies and are not adequately getting ready for their children’s college expenses and their own retirement, according to...

In implementing its newly announced initiative to see how it can best facilitate the use of lifetime income investment vehicles in retirement plans, the U.S. Department of Labor...

The U.S. Department of Labor (DoL) said it is investigating how it can best encourage the use of lifetime annuities or other similar instruments.

A new bill aims to inform participants of how their account balances translate into actual income in retirement. 

Research from The Hartford found that people who have taken the time to plan for retirement or their financial future are in a better place financially and have...

Investors are paying more attention to their retirement savings, according to the Real Life Retirement quarterly pulse survey conducted by Charles Schwab & Co., Inc.

Almost half of all financial assets held by households age 65 and older can now be considered in retirement income “drawdown” mode, according to a new research report.

Seventy percent of surveyed Americans believe products with guarantees are worth the cost, according to a study about life insurance by Prudential Financial, Inc., an insurance provider.

Target-date funds with high equity allocation at retirement have come under fire lately, but T. Rowe Price is sticking with its strategy.

More than 60% of Puget Sound-area residents in the state of Washington said they have delayed or plan to delay their retirement beyond their ideal age.

Large U.S. employers are continuing to shift significant health coverage costs to retirees or exiting sponsored retiree health benefit programs altogether, according to Towers Perrin’s 2010 Retiree Health...

Women can now estimate retirement income straight from their iPhones.

Pre-retirees and retirees want to pay more attention to their investments and retirement plan, and trust a financial professional to help, according to a survey by Prudential Financial.

Amid the continuing industry debate over getting workers to retirement versus through retirement, John Hancock has extended its target-date portfolio glide path for another 20 years.

Financial advisers might face challenges to help pre-retirees rebuild their savings, as most pre-retirees are not putting away more money or spending more time with their adviser.

The recent economic turmoil brought great change to the markets, but a recent survey by a defined contribution plan consultant indicates most of its clients and prospects came...

The latest National Retirement Risk Index (NRRI) from the Center for Retirement Research at Boston College (CRR) showed a 7% drop in the share of households positioned to...

Prudential Financial has been talking about a new kind of retirement – now the firm has rolled out those ideas as a product design.

A new survey from J.P. Morgan finds 401(k) participants embrace the responsibility of controlling their retirement savings, but without confidence to succeed.