Tag: Retirement Income

While market returns and auto-features are expected to tamper the impact of Boomer-driven outflows, advisers see the need to prompt additional savings to keep plans healthy.

LIMRA Secure Retirement Institute calculated that 3 million participants have access to an in-plan income guarantee through their employee-sponsored retirement plan in 2014, a 32% increase from 2013.

A survey of North American defined benefit (DB) pension plan professionals conducted by Clear Path Analysis found 23% are still considering transferring plan liabilities to a third-party insurer...

The new Multi-Strategy Income Fund from Russell Investments seeks to balance the need for generating income today with the need to generate sustainable future income.

Ask several different financial experts what it means to set up “buckets” for retirement income, and you may get several different answers.

A product released by Natixis Global Asset Management addresses individual investors’ worries about the costs associated with living longer.

The idea of “semi-retirement” has grown in popularity among working age people, but less clear is how to turn hope into reality when it comes to timing retirement.

U.S. nonretirees are more likely to say Social Security will be a major source of income in their retirement than they have been at any point in the...

With numerous Baby Boomers retiring and current market and interest rate risk factors, conservative investment options remain an important part of the retirement plan menu.

The estimated cost of purchasing future lifetime retirement income for workers in their 50s and 60s climbed during the first quarter of 2015, according to BlackRock’s CoRI Retirement...

Changing workforce demographics are driving retirement plan policy and law, says Fred Reish, chair of the financial services ERISA team at Drinker, Biddle & Reath LLP.

According to the 2015 Retirement Confidence Survey (RCS) from the Employee Benefit Research Institute (EBRI), 13% of workers (down from 20% in 2014) and 9% of retirees (down...

Most Americans are anxious about their finances and aspire to be more financially responsible, a survey finds.

Advisers can work with Boomers on plans to protect the surviving spouse

EBRI’s latest survey data shows Americans are gaining confidence in some important areas related to retirement planning, but people realize they could do more to prepare.

There are some informative discrepancies between current workers' expectations for retirement and the circumstances actually experienced by people leaving the U.S. workforce, EBRI says.

Deferred income annuities can help reduce the overall cost of retirement, according to a research paper from Northwestern Mutual and a team of academic experts.

Members of the younger generation express more concern about retirement specifics, compared to their elder counterparts.

With its sights set on competing in the defined contribution investment only (DCIO) market, MassMutual Retirement Services introduced a new institutional sales and operations team.

Nearly half of retired respondents to a recent New York Life survey said they wished they would have started their retirement earlier.