Strategic Insight published an in-depth report containing detailed information on standalone living benefits (SALBs) based on proprietary document research and extensive interviews.
Tag: Retirement Income
Clients are making unwise decisions more often than usual, according to most advisers.
Whether participants view 2008 as a good year for earnings on their 401(k) or a bad year can depend on account balance, age, or job tenure, according to a new Issue Brief from the Employee Benefit Research Institute (EBRI).
Retirement plan participants have a low awareness of retirement income strategies, a report from Spectrem suggests.
One potential reason why some elderly run down their assets slowly is uncertainty over their life spans, suggests an analysis by the National Bureau of Economic Research (NBER).
Recent market setbacks have led affluent retirees to show greater interest in receiving a guaranteed income stream, according to a survey by MFS Investment Management.
Charles Schwab&Co. has launched Real Life Retirement Services, to provide practical help for people making the transition to retirement.
Research from Phoenix Companies found high-net-worth (HNW) consumers are altering their retirement plans in light of the financial crisis, but four in 10 are not talking to financial advisers about the crisis.
New reports from the Vanguard Center for Retirement Research indicate American workers increasingly need help to generate a sustainable income stream in retirement and a variety of solutions exist.
The top concerns of fund managers during the next 10 to 20 years focus on inadequate retirement incomes from defined contribution (DC) plans for large segments of the population and greater regulation costs, according to a Watson Wyatt survey.
In the past year, retirees/pre-retirees with financial planners lost money at about the same rate as those without financial planners, according to a survey of Consumer Reports readers.
A new study suggests that changes in Social Security rules have influenced retirement and working patterns.
If clients have a safety net of one to five years of retirement income, they wouldn’t be worried in this environment, according to CNBC’s resident retirement expert.
A new white paper helps advisers ensure their clients' retirement plans are safe from the declining housing market.
Think rising health care costs or the potential decreasing of Social Security benefits is the biggest threat to your client’s retirement security? You’re in the minority.
Despite the increased focus on the need to capture Baby Boomers’ assets post-retirement, defined contribution plan service providers are largely unsuccessful at retaining participant assets after retirement, according to research from the Diversified Services Group (DSG).
TowerGroup says advisers should use a “holistic″ approach to tap the lucrative market of providing retirement income services to affluent investors.
Nearly half (46%) of pre-retirees and more than one-quarter (28%) of retirees who use financial advisers surveyed reported that neither they nor their adviser have developed a formal retirement income plan.
As Baby Boomers retiree, advisers and broker-dealers must decide how they will differentiate themselves and deliver an efficient retirement income program.
“It would be a real shame if, instead of physical limitations, we ended up with financial limitations in our old age,″ commented Matthew Greenwald of Mathew Greenwald & Associates.