Tag: Retirement Income

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.

Hueler Income Solutions offers DC plan participants an out-of-plan lifetime income solution, but the Hueler Companies CEO says providers are making progress on being able to offer in-plan...

Amid high levels of financial stress, a quarter of Americans believe a financial plan would alleviate their anxiety, a survey says.

In the past, home ownership served as the benchmark.

Companies are increasingly confident that their employees will be able to achieve a comfortable lifestyle in retirement, research from Transamerica shows.

Americans fear that health care costs, inconsistent returns and lifestyle expenses will drain their savings.

“QLACs can help ensure sufficient income later in life as Americans anticipate longer, healthier retirement years,” says Kelli Hueler, CEO Hueler Companies.

Private employee stock ownership retirement plans (here limited to S corporation ESOPs) outperformed the S&P 500 in terms of total return per participant by 62% from 2002 to...