Tag: Retirement Income

Despite employees saying they will work into their retirement years, employers still have concerns about being shorthanded.

Research from the polling firm Gallup indicates that those who prefer to save money most may also have the most trouble doing so.

Investors at different income levels define wealth management services differently, research shows, increasing the risk of misunderstanding and client loss for advisers in the channel.

Defined benefit (DB) plans have enjoyed a funded status boost of late, but what does this mean for their future?

Bill Chetney has been named president of LPL Retirement Partners, a subsidiary of LPL Financial Holdings Inc., effective January 1, 2014.

It is possible to estimate the amounts necessary to make the value of defined benefit (DB) plans equal to income paid by defined contribution (DC) arrangements.

When compared with their spouses, married men are 58% more likely to be a couple’s primary contact with a financial adviser.

When it comes to determining a sustainable drawdown rate, everyone is searching for the right answer, says Gregg Fisher of Gerstein Fisher, an investment management firm.

Analysis from the Center for Retirement Research (CRR) shows strong equity returns and modest housing price increases since 2010 have done little to improve most Americans’ retirement outlook.

The Pension Benefit Guaranty Corporation (PBGC) updated the expected retirement age table used to compute benefit values for distressed pension plans facing involuntary termination.

Research from the Investment Company Institute (ICI) shows a strong majority of Americans owning individual retirement accounts (IRAs) have developed a sophisticated retirement income strategy.

Merging the goals of personal and professional finances can improve a business owner’s chances of preparing adequately for retirement, a new report shows.

We have reached an inflexion point in America.  Boomers are pouring into retirement age at a pace of 10,000 per day.

Small-cap growth funds represent a potentially effective way for those with retirement saving shortfalls and concerns about improving portfolio growth to provide additional stock and sector diversification while...

Participants want advice they can trust, often feel they can’t afford it and take positive action when they get it, a survey found. 

The Department of Labor (DOL) wants to know whether its proposal to show lifetime income projections on retirement plan participant statements is a solution to having inadequate income...

As the American demographic is approaching retirement—many without adequate savings—the discussion of the role of retirement income products has ramped up.

A recent webcast, hosted by State Street Global Advisors (SSgA), addressed how plan sponsors can help participants transition from saving for retirement to focusing on retirement income strategies.

In its most recent analysis of 401(k) retirement accounts, Fidelity Investments found that saving just a small amount more each month can positively affect retirement income.

Unmarried people living alone, both women and men, are likelier to rely on Social Security to stay out of poverty than those living with families.