Tag: Retirement Income

Since the Department of Labor (DOL) proposed including lifetime income illustrations on retirement plan participant statements, no doubt most in the industry have assumed the information would come...

Same-gender couples need to become aware of the many workplace benefits and financial planning strategies that are now available, says James Mahaney of Prudential.

A vast majority of Americans report they are worried about health care costs in retirement, but many still substantially underestimate what the expense may be.

Americans’ confidence in their ability to afford a comfortable retirement has recovered somewhat from the record lows of the past five years, according to the 24th annual Retirement...

The Retirement Confidence Survey (RCS) from the Employee Benefit Research Institute (EBRI) has consistently found a relationship between the level of participants’ debt and retirement confidence.

Small plans must be given more latitude to mimic their larger counterparts if the nation is to adequately fund its retirement needs, says Kristi Mitchem, of State Street...

While most Americans understand the importance of saving for retirement, they have trouble making it a priority.

Employees have a high interest in getting help with selecting the right household Social Security claiming strategy.

Retirement readiness improved for Baby Boomers and Generation X households during 2013, says a new report.

Four years after the launch of its Lifetime Income Analysis experience, participants in Putnam Investments-administered 401(k) plans continue to take significant steps forward in increasing their level of...

The head of retirement at J.P. Morgan Asset Management says his firm is seeing considerable, yet largely unmet demand for guidance about withdrawals and spending in retirement.

The retirement services division for OneAmerica will work with personal finance broadcaster Peter Dunn to offer participants tips on retirement planning.

Even with stronger earnings and savings rates than the general working population, an analysis from Fidelity Investments shows many physicians face the prospect of steeply reduced income in...

While many older employees say they are delaying retirement, the delay rate is lower than in previous years, says a new survey.

Financial professionals often suggest a 4% annual withdrawal rate for retired workers living off accumulated assets, but one service provider is pushing a more sophisticated approach.

Unprotected pensions, loss of retiree health care benefits and reduced Social Security payments worry retirees.

The United States narrowly holds its spot among the top 20 nations globally in its capacity to meet retirement security needs and expectations.

A joint survey from four retirement industry advocacy groups, released as part of America Saves Week, finds improving macroeconomic conditions haven’t reversed widespread savings challenges.

Banking and investment services provider Wells Fargo says it is expanding its efforts to support military personnel and veterans by offering a series of free online financial education...

Think people are either pre- or post-retirement? Think again. Before and after retirement is a spectrum of lifestyles and backgrounds, research says, and all types need specific messaging...