Tag: Retirement Income

“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...

The retirement landscape has changed, especially when it comes to market characteristics and how individuals want to live when they're retired.

According to the recent “Generational Planning Study” released by Genworth, nearly half (46%) of American adults give themselves a poor or failing grade when it comes to their...

By looking at the groups who scored highest in all categories in its Retire Ready Index, Voya offers an opportunity to better understand the traits, behaviors and practices...

Americans do appear to have a fair understanding of certain personal finance concepts, and both workers and retirees agreed that they place a high degree of importance on...

The Principal’s retirement transition program aims to build confidence and provide resources to pre-retirees.

A new analysis from the Employee Benefit Research Institute (EBRI) shows that timing really counts when it comes to successful retirement savings efforts: the earlier a person starts...

A new report suggests health care costs will consume a rising percentage of Social Security benefits for future retirees.

A new infographic presented by ShareBuilder 401k, which specializes in low-cost and exchange-traded fund (ETF) driven 401(k) plans, can help plan sponsors and advisers make the case for...

Americans are on track to replace 58% of current income in retirement, and four factors can help increase that number dramatically, according to Empower’s 2015 Lifetime Income Score...

Research from TIAA-CREF finds Americans hold a variety of saving and investing priorities that all compete for a piece of the paycheck, from short-term savings to IRAs and...

Nearly 40 million working-age households, or about 45% of all working-age U.S. households, do not own any retirement account assets.

A recent Legg Mason survey finds affluent U.S. investors predict their average net retirement expenses could top $2.5 million without significant lifestyle changes.

Seven in 10 U.S. investors with more than $100,000 in accumulated assets said they are not confident or are unsure they will have enough saved to fund a...

Employer financial wellness programs may include education about budgeting and paying down debt, but they should also help employees protect themselves against some key financial risks.

New research from the National Institute on Retirement Security finds nearly nine in 10 Americans believe the nation faces a serious retirement readiness crisis.

New York City has launched the New York City Retirement Security Study Group, a panel tasked with advancing private-sector retirement security solutions for city residents during 2015.

The GAO recommends that the Department of Labor require defined benefit plan sponsors to notify the agency when they offer lump-sum payment windows.