Head of insurance solutions at Lincoln Financial Distributors suggests advisers have as much to gain from education around long-term care planning as clients do.
Global retirement readiness rankings are inherently subjective and often controversial, but Mercer says the U.S. is clearly slipping compared with some other developed nations.
Academic scholar and adviser to the Georgetown Center for Retirement Initiatives shares his ideas for creating state-supported “individual DBs” to bring workplace retirement benefits to more private-sector workers.
A vast majority of individuals say they are open to the idea of in-plan lifetime income options, but only about one in five DC plan sponsors say they’re...
The SPARK Institute guidelines allow recordkeepers to translate information delivery and decision making supported by all lifetime income product providers to their own systems.
EBRI found that, even at today’s historically low interest rates, the transfer of longevity risk provides a significant increase in retirement readiness for those who live the longest.