Tag: Retirement Income

Three factors create a roadblock to retirement income for advisers' clients: low yield, adequate equity exposure and managing volatility.

Plan officials need to offer a greater variety of target-date fund glide path options to meet the differing needs of participants, Transamerica says in a new white paper.

The aggregate funded ratio for U.S. corporate defined benefit (DB) pension plans decreased to 86% in April, according to Wilshire Consulting.

The smallest of employers are gaining enough confidence in the economic growth of their businesses to increase efforts to help employees save for retirement.

Abandoned 401(k) accounts don’t do anyone any good, and they just may be hitting critical mass, according to the Retirement Clearinghouse.

Work will be a part of Baby Boomers’ lives even into the retirement years, a survey finds.

More Americans realize they aren’t on track to meet retirement income needs, according to Northwestern Mutual, but the country as a whole is struggling to address longevity risk.

New analysis from Fidelity Investments shows the average balance of its client’s 401(k) accounts reached $88,600 during the first quarter of 2014, boosted by automatic plan features and...

BlackRock, Inc. has expanded its proprietary CoRI retirement suite with new income projection and portfolio allocation analysis tools.

The hottest issue for those in the retirement benefits industry right now is benefit adequacy, according to Fred Reish.

More than half of retirees say they have withdrawn funds from retirement accounts, usually to cover short-term expenses, without a strategy in place to mitigate longevity risk.

Defined contribution (DC) plan participants seem committed to keeping their savings in tact as DC accounts make up a growing percentage of U.S. retirement assets.

The Bipartisan Policy Center has launched a personal savings initiative meant to produce pragmatic policy recommendations for improving the retirement readiness of American workers.

Data does not suggest a strong connection between increases in contribution limits and the creation of new retirement plans, according to a U.S. Government Accountability Office (GAO) study.

Nearly three in four Americans (73%) say they are not more inclined to invest in the stock market, even after a stellar 2013, according to new research from...

Increasing health care costs are predicted to exceed the Social Security benefits of middle-class American retirees, new research finds.

A new customizable report card tool from Great-West Financial helps retirement plan sponsors and advisers evaluate a plan’s overall performance according to a variety of key metrics.

A study by the National Association for Retirement Plan Participants (NARPP) finds a low level of financial literacy among retirement plan participants.

Employees who invest in target-date funds (TDFs) through their employer-sponsored defined contribution (DC) plan feel more confident about meeting retirement goals, says a new study.