Tag: Retirement Income

The tool now provides a graphic illustration of how much income savers will potentially need in retirement and whether they are saving enough to get there.

The company also predicts continued changes in adviser fee models and stricter requirements for DC plan loans.

Today, investors are enjoying retirement income costs lower by as much as 14% versus a few months ago, according to BlackRock’s CoRI Retirement Indexes.

“The Congress faces an array of policy choices as it confronts the challenges posed by the amount of federal debt held by the public—which has more than doubled...

A wide-ranging economic analysis suggests the top 1% continues to earn vastly more in the markets than the average U.S. citizen; but the middle class is gaining ground...

In light of heightened regulatory pressure, advisers are reevaluating portfolio management strategies to generate sufficient retirement income in a low-interest-rate and cost-sensitive environment.

A GAO analysis finds the number of borrowers, especially older borrowers, who have experienced offsets of Social Security benefits to repay defaulted federal student loans has increased over...

The coming tax-filing season is a great time to remind eligible retirement plan participants to claim the savers’ tax credit. 

The Urban Institute has suggested policy proposal that could help Hispanics' retirement income prospects.

Mercer recommends areas for review that defined contribution plan advisers can go over with plan sponsors.

An ICI analysis suggests the share of retirees with private-sector pension income nearly doubled between 1975 and 2015.

The bill would ensure benefits keep up with changes in the economy by using a more accurate measure of inflation for the annual cost-of-living-adjustment, among other things.

Social Security, company funded plans, home equity, and inheritance are less frequently cited as sources of retirement income among workers.

Results of a new Voya Financial survey suggest Americans are short on time to devote to planning for the long-term financial future. 

World travel is a classic goal cited among many workers envisioning their retirement, yet few of today’s retirees say they can afford such luxuries.

The vast majority of Millennials say they plan to work in retirement—while fewer than one in five of today’s retirees  have ever worked for pay after initially leaving...

Approved in 2014 by the Internal Revenue Service (IRS), new rules allow owners of qualified plan assets to delay receiving distributions from the assets in a QLAC up...

An analysis of DC participant distribution behavior supports the use of 'through' TDFs and the allowance of partial distribution options to help participants preserve their assets and develop...

“Women face hurdles during their savings years and then face a second, equally difficult, set of challenges throughout retirement,” a new TIAA report warns.