Know Your GLWBs: Assessing Annuity Vehicles as In-Plan Income Options
In-plan guaranteed retirement income options are much discussed, but less often implemented. Here are resources for evaluating and implementing the...
Tag: Retirement Income
Retirement Income Today: How Advisers Can Leverage GLWBs
In-plan annuity products are proliferating, but if advisers want an option today, they should know about the guaranteed lifetime withdrawal...
The Good Old Days: Was the Pension Era Really as Good as Its Reputation?
Experts point out the flaws in the often lauded 'pension past,' while discussing the benefits and potential of the 401(k)...
The ‘Other’ Retirement Income? Pair Passion With Part-Time Work, Experts Say
The stark reality for many Americans is that Social Security and savings may not be enough to meet their retirement...
Recordkeeper “House” Investment Options Worth a Look, But Carefully, Advisers Say
Proprietary recordkeeper fund options can be worth the fee reduction in investment plans, but they must be looked at carefully,...
SS&C Adds Allianz Retirement Income Annuity to DC Plan Platform
Volatile markets amid high interest rates have driven asset growth on SS&C’s retirement income platform to more than $1 billion.
Cetera Taps Former Fidelity Exec Durbin as Parent Firm CEO
Mike Durbin given new CEO role with goal of ‘introducing adjacent capabilities and channels’ to Cetera’s adviser network.
Smart Raises $95M in PE Funding, Eyes Further Acquisitions
Aquiline Capital leads a funding round for the U.K.-based retirement technology firm with operations in the U.S., Europe, Middle East...
New RIA Aims to Advise Plan Sponsors on Diligent Annuity Selection
Experts in the insurance and asset management industries have launched Annuity Research & Consulting to advise 401(k) plan sponsors and...
The PLANADVISER Interview: Fiona Greig, Global Head of Investor Research and Policy, Vanguard
Research and policy expert Fiona Greig discusses moving from consumer spending and saving patterns to the world of long-term retirement...
LIMRA: Annuities Break Another Record in Q1, on Track for Record ’23
New PGIM research also signals a potentially larger market for the guaranteed income product.
Designing a Plan Investment Menu in Unprecedented Times
Historic rises in inflation and matching interest rate hikes have meant a heightened focus for the often staid world of...
Our 2023 PLANADVISER Vision Award Winners
The CFP Board and Kelli Hueler of Hueler Income Solutions are this year’s winners of the PLANADVISER Vision Awards.
Mandatory Retirement Not Serving Economy, According to Panel on Longevity
The current economy needs older workers, according to speakers at a conference on longevity with Thrive Global's Arianna Huffington.
State Street, Annexus Retirement Solutions Release TDF With Retirement Income Annuity
Firms partner on “set-it-and-forget-it” retirement investment that includes a guaranteed income annuity.
Investment Focus
Advanced Offerings
A look at several examples of recent retirement income innovations.
In-Plan Annuity Offerings Gain Steam With Recordkeepers
Recordkeeper incorporation of in-plan retirement income annuities is poised to progress in ’23, according to industry players.
Social Security Trust Fund May Fall Short One Year Earlier Than Expected
Social Security's largest trust fund may be depleted in 2034, one year earlier than previously estimated, according to its Board...
T. Rowe Price to Acquire Retirement Income Fintech Retiree, Inc.
Rowe Price plans to incorporate the retirement income planning software into its retirement offerings for advisers, plan sponsors, and participants.