Tag: Retirement Income

A new report from The Pew Charitable Trusts lends some support to the arguments many providers have raised against the increasing prevalence of state-based retirement plans for the...

A new Beyond the Numbers blog post from the Bureau of Labor Statistics examines the real spending patterns of older Americans and their households.  

Results of the Federal Reserve’s latest Survey of Household Economics and Decisionmaking suggest income volatility has become a real hurdle to retirement saving and wealth forecasting. 

Employees globally are looking for more flexible retirement arrangements from employers and for governments to shore up Social Security programs.

Written by Bruce Ashton of Drinker, Biddle & Reath, the paper discusses how an in-plan deferred income annuity retiree risks, and what steps a plan fiduciary should take...

Just three states can boast a median retirement income figure above 70% of the median working wage in the state, a new Bankrate.com study shows. 

The new version of the software incorporates an income tax feature, enabling the client to consider projected income tax exposures regarding his or her social security benefits.

Retirement prep is generally thought of as a matter of dollars and cents, but new Merrill Lynch research considers an asset even more fundamental to a successful retirement.

The American Academy of Actuaries and the Society of Actuaries jointly released the Actuaries Longevity Illustrator, offered as a free public service and designed to be easy to...

The adviser community is yet to embrace new defined contribution options that contain income features.

Language used to describe annuities should reduce the possibility of death-related thoughts, the researchers suggest.

Small-business’ equity is rarely as liquid, or even as valuable, as its owner expects, especially when one needs to cash it out quickly. 

Retirees prefer guaranteed income over spending down assets, a survey found.

An analytical approach to financial wellness is helpful for some retirement plan participants, but “it’s often emotion that puts retirement money in motion.”

Parents are worried about their independence as they age; kids are worried about their aging parents’ quality of life; parents are worried about their kids’ health and finances;...

The Government Accountability Office was asked by Congress to examine how disparities in life expectancy and income between different segments of the working population impact the retirement income...

Protecting aging clients is advisers’ foremost ethical concern.

Supporters say the California Secure Choice Retirement Savings Program will provide a voluntary, low-risk, auto-enrollment retirement savings plan for many uncovered workers in the state. 

More affluent clients of advisory firms often seek out the latest services and strategies—making the group a helpful barometer of investment industry trends and challenges.