Plan Participants Want Estimate of Lifetime Income
Retirement plan participants say they want their retirement benefit statements to include an estimate of lifetime income.
Tag: Retirement Income
Pentegra Makes Available Hueler Lifetime Income Product
A new product expands access to institutionally priced lifetime income for thousands of retirement plan participants.
Actuaries Grade Retirement Systems and Reform Proposals
The American Academy of Actuaries evaluated how well public and private retirement systems—and proposals to reform them—meet the needs of participants, sponsors and other stakeholders.
VA Net Sales Hit New Low
Widely misunderstood and often not well represented, annuities still attract a lot of interest because they represent what most people desire most: fixed guaranteed income for life.
Preparing Baby Boomer Workers for Retirement
Baby Boomers have good retirement savings habits, but accumulated savings may not be adequate.
Higher Education Employees Set Example for Retirement Savings
College faculty and staff are better prepared for retirement than the general population, a survey finds.
Overlooked Factors Can Dim Retirement Outlook
Addressing some commonly overlooked factors can improve preparations for retirement.
Financial Barriers Delay Retirement for Boomers
Lower investable assets and higher health care costs are delaying retirement for the 94% of working middle-income Baby Boomers with plans to retire one day.
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2014 PLANADVISER National Conference
Optimizing plan and practice outcomes—best practices for retirement plan advisers
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
Wait to take RMDs, or Add a Roth IRA?
Take three couples entering retirement with the same asset base but very different strategies for making the money last. Think you can predict the winner?
Many Lack Basic Retirement Income Knowledge
Just one in five retirement-age Americans can pass a basic quiz on strategies to make their nest eggs last throughout retirement.
Ortner, O’Brien and Ortner Becomes OneSource Retirement Advisors
Ortner, O’Brien and Ortner Advisory Group, Inc. adopted the name OneSource Retirement Advisors to reflect its focus on helping clients plan for and navigate retirement.
Securian Releases Social Security Timing Calculator
Securian’s Social Security Timing calculator enables advisers to compute the amount of income couples forego by claiming early.
Uncertainty Drives Preference for Income Guarantees
Many retirement savers are focused on income guarantees and establishing a level of protection against market volatility, according to the Allianz Life 2014 Market Perceptions Study.
PBGC Publishes Final Rule About DC to DB Rollovers
The Pension Benefit Guaranty Corporation (PBGC) is publishing a final rule for transferring defined contribution (DC) plan accounts into a defined benefit (DB) plan.
GAO Weighs Potential IRA Limits
Reaching $25 million in an individual retirement account (IRA) might sound like a pipedream, but some Americans have managed to do just that.
Franklin Templeton Unveils Social Security Optimizer
A new tool from Franklin Templeton Investments helps financial advisers as they guide clients through important decisions around the timing of Social Security benefits.
Plan Sponsors Should Optimize Retirement Readiness Efforts
More than three-quarters of large and midsize U.S. employers that sponsor 401(k) and 403(b) defined contribution (DC) plans say retirement readiness has become a major issue for their...
Prudential Touts Benefits of Guaranteed Income in QDIA
The availability of in-plan lifetime income improves participant satisfaction, confidence and outcomes due to better long-term investing behaviors, according to a white paper from Prudential.