Products July 13th, 2015 Financial Engines Updates Social Security Tool The Financial Engines Social Security planner will incorporate new data from the Social Security Administration.
Compliance July 13th, 2015 DOL Clarifies Annuity Selection Safe Harbor Regulation In a Field Assistance Bulletin, the DOL answers questions it has received about the fiduciary selection safe harbor regulation for DC plans.
Products July 13th, 2015 SSA Makes Benefit Data Available for Advice Tool Betterment will use newly available Social Security benefit data in its RetireGuide advice engine.
The Markets July 10th, 2015 Retirement Shortfalls and Cooler Markets Why are older Americans’ retirement income shortfalls everyone’s problem?
Data & Research July 8th, 2015 Boomers Overly Optimistic About Work in Retirement A majority of middle-income Boomers say there are inadequate job opportunities for retirees.
Data & Research July 6th, 2015 Help From Family Part of Financial Planning The majority of Americans think adult children should aid their aging parents financially, a survey finds.
Data & Research July 2nd, 2015 Older Individuals Face Job-Search Challenges Job-seekers nearing retirement age face employment barriers.
Data & Research July 2nd, 2015 American Retirees Might Be Under-Annuitized Logic would dictate that retirees would shift their retirement savings to annuity products, but this has yet to happen, a research paper says.
In Practice July 1st, 2015 Insurance Can Play a Part in Retirement Income Planning “Insurance is where you can really provide a lot more benefit to employees,” says Stephen Locko with ISN Network.
Data & Research June 24th, 2015 Advisers Need to Step Up Senior Benefits Game Only 36% of advisers provide guidance on Social Security, Senior Market Sales says.
Client Service June 24th, 2015 Couples Not on the Same Page When it Comes to Finances The majority of couples believe they communicate effectively when it comes to finances, but a new study shows otherwise.
Data & Research June 23rd, 2015 Personal Analysis Needed for Faculty Reluctant to Retire Unconfirmed assumptions often appear to underlie a reluctance to retire.
Client Service June 23rd, 2015 On the Beat: CPAs Observe Increased Fraud Financial fraud and abuse targeting older Americans is on the rise, a new report suggests, and the top sources of fraud might surprise you.
Data & Research June 17th, 2015 Automatic IRAs Would Help with Retirement Crisis Just how much they would help depends on several factors, EBRI finds.
Data & Research June 16th, 2015 Addressing a Global Wave of Retirement Unreadiness What can retirement planners in the U.S. learn from other countries’ steps to support populations quickly skewing older?
Data & Research June 15th, 2015 Social Security Quiz Stumps Most Americans Few understand their eligibility, a MassMutual survey finds.
Data & Research June 12th, 2015 Towers Watson Says Managed Accounts a Better QDIA These separately managed investment accounts are built around each participant’s asset profile and individual circumstances.
Client Service June 11th, 2015 Behavioral Finance Q&A with Shachar Kariv – Part 2 In the second half of a conversation with PLANADVISER, U.C. Berkeley Economics Department Chair Shachar Kariv discusses the importance of defining and driving “financial rationality” among workplace savers.
Data & Research June 11th, 2015 Millennials Have Financial Priorities Ahead of Retirement Saving Forty-five percent of “younger” respondents to a recent survey said they have student loan debt.
Data & Research June 10th, 2015 Public Policy, Individual Action TIAA-CREF’s president and CEO on how to stop the retirement crisis before it starts.