Tag: Retirement Income

PIMCO’s survey of DC plan consultants noted clients seeking a suite of both non-guaranteed and guaranteed income options.

Fiduciaries must have a strong process to determine the best qualified default investment alternative for their plan’s participants, said a panel at...

Recordkeeper builds and government backing will be key elements of TDFs with annuity options taking hold, according to a panel...

The head of the firm’s retirement group will move into an advisory position in July as part of a global...

A strong job market and wage growth helps extend forecast for both funds when compared to last year.

Wage growth may be helping people feel more confident in retirement savings, but guaranteed income in retirement is still a...

Shawn Plummer, a benefits expert who has trained financial advisers, breaks down the key elements of guiding participants toward tax-advantaged...

Durham to assist financial advisers with retirement income planning; Summit Financial bolsters private market investment platform amid demand; inVesti launches...

Boomers who will turn 65 between 2024 and 2030 are not set up to maintain their current lifestyle, according to...

Morningstar researchers delve into the promise, and difficulties, of target-date series investment options with annuities.

Automated, personalized advice will include State Street income builder target-date funds to incorporate lifetime income options.

Northwestern Mutual finds Americans now target $1.46 million for retirement, while a separate Lincoln Financial study shows inflation as consumers’...

Bank of America’s Merrill division announced income-focused portfolios for retirees using tactics including “stable income” investing and recurring distributions.

Empower plans to distribute the four new offerings through advisers and consultants.

Research from Corebridge and the Longevity Project find half of Americans want to live to 100, even as financial anxieties...

A retirement plan adviser is pushing the industry to consider Social Security’s place as a fixed asset for U.S. workers—and...

Retirement and annuity experts created IncomePath, which can include an assessment of annuity options in a saver’s retirement income plan.

Assets jump on demand for guaranteed lifetime income; meanwhile, NAPA announces retirement income certificate program for advisers.

The first story in a new quarterly series, PLANADVISER In-Depth, considers the tax code that underpins America’s pension system and...

CAPTRUST joins list of advisories partnering with Pontera on 401(k) management tool; F&G Annuities & Life launches RILA; and iCapital...