Tag: Retirement Income

More than half (55%) of survey respondents say they feel prepared to manage their income in retirement, yet only 21% anticipate their nest egg will last for their...

Despite retirement industry suggestions that Americans should draw down less income in retirement, a paper suggests older Americans are not spending enough to live their retirement dreams.

“Although more women are taking the reins of their household finances, divorce and widowhood remain significant roadblocks to achieving true financial security,” according to a new study from...

J.P. Morgan’s head of target-date strategies urges plan advisers to reexamine the “critical role of fixed-income assets in target-date funds,” highlighting ways they can help clients generate stronger...

Providers are enhancing managed accounts with new features and are seeking to maximize the benefits of these solutions in order to outweigh their costs. 

As the supply of savings rises relative to demand, the “market-clearing return” on savings declines.

Data from Northern Trust shows retirement plan investors have done well in the last year and in the last quarter, in particular, but long-term return assumptions remain muted...

Retirement savings accounts and Social Security are the top two sources of income that today's non-retirees expect to rely on the most.

State Street Global Advisors is just the latest firm to tell PLANADVISER that serious policy conversations going on behind closed doors in Washington very much include retirement tax...

News headlines surrounding the recent U.S. elections and the future of the Affordable Care Act have left many investors unnerved, says Jim Jessee, with MFS.

Researchers' simulations of proposed policy reforms for Social Security show that some reforms would increase this gap in lifetime income benefits.

There are strategies to help retirees create a lifetime income stream that can reverse this trend.

An executive with MetLife urges plan sponsors and advisers to avoid talking about annuities “as if they were an investment option … they aren’t really an investment.”

Very few believe the economy has fully recovered, and many say their savings and salaries are lower than before the Great Recession.

Roughly one-third of those who report having spent a significant portion of a retirement plan lump sum distribution taken from either a DC or DB plan say they...

The new DC plan solution combines human touch and technology to make the onboarding experience easier.

Who qualifies, and how much can be borrowed?

Working with a financial adviser increases confidence, an IRI survey found.

The insurer will also be hosting two webinars this week on managing risk in retirement.