Tag: Retirement Income

Sources say the ingredients for passing a new round of federal retirement planning reforms are in place, but hurdles remain,...

A new report details how today’s retirement savings structure and tax incentives fail to promote adequate retirement security for the middle class.

A study of consulting and advisory firms reports on trends in retirement income, ESG and more.

The combined asset reserves of the Old-Age and Survivors Insurance and Disability Trust Funds are projected to become depleted in 2035, which is one year later than projected...

Fixed annuity sales rose 14% in the first quarter, with all fixed products except income annuities recording positive growth.

Among U.S. workers who have already retired, just 3% describe their situation as ‘living the dream,’ while 37% say they are comfortable.

Advisers prefer managed accounts as a retirement income solution, a PIMCO survey shows.

A new survey report notes that women control a third of total U.S. household financial assets today—more than $10 trillion—and as much as $30 trillion more is expected...

With South Carolina joining the party, nearly half of all states have now adopted enhanced consumer protections applying to the sale of annuities, as developed by the National...

Double-digit growth for fixed-indexed annuities and fixed-rate deferred annuities drove overall sales to pre-pandemic levels during the first quarter.

Survey data shows the COVID-19 pandemic has changed the way workers understand and appreciate both their health care benefits and their retirement planning opportunities in the workplace.

Cetera-affiliated retirement plan advisers can access the option for retirement income strategies.  

With a new retirement withdrawal projection from J.P. Morgan, advisers have a tool to help participants gradually spend down accumulated...

A recent U.S. House Education and Labor Committee hearing covered several retirement-related topics, including how to increase pay and benefit equity for women in the workforce.

J.P. Morgan says retiree income replacement needs have risen across the income spectrum and now range from 72% to 98%,...

Study findings suggest that communicating about Social Security’s online portal could improve retirement preparedness, especially for low-income employees.

Research suggests making participants more comfortable with annuitizing their savings could help them with spending in retirement.