Tag: Retirement Income

Most investors do not have a clear enough understanding of variable annuities (VAs) to appreciate the guaranteed income they can potentially provide, according to the results of a...

AXA Equitable Life Insurance Company has developed applications for use on BlackBerry smartphones, which cover retirement income and life insurance topics.

Less than five percent of advisers have shifted their practice to exclusively serve the Baby Boomer market, but researchers say this percentage is likely to grow.  

The Profit Sharing/401k Council of America (PSCA) is offering the Hueler Income Solutions platform to its plan sponsor member companies.

We had wrapped up a very successful half-day adviser event ahead of our annual Awards for Excellence dinner last week.   

When some of the country’s top retirement plan advisers gathered last week to discuss retirement income, Jim Brockelman, Managing Director at Putnam, pointed out that the entire topic...

About one-third of participants using Putnam Investments’ Lifetime Income Analysis Tool have made changes to their deferral rates. 

Putnam Investments announced plans to offer a suite of income-oriented funds that aim to help Boomers and retirees develop strategies based on their risk tolerance.  

Working Americans are a lot less confident about their retirement prospects, according to a new report. 

Investment consultants, expecting lower capital market returns and more volatility, support broader asset diversification and custom target-date strategies for defined contribution plans.

MetLife, Inc. and PIMCO have created a retirement income solution that combines investment and insurance products.

Transamerica introduced Retirement Income Max, an optional living benefit rider, available with Transamerica’s suite of variable annuities.

LPL Financial has introduced a platform that allows for discretionary management of variable annuity assets for LPL Financial-affiliated advisers.

For years, retirement education focused on the need to save; but as Baby Boomers are starting to reach retirement, they’ll have to turn that accumulation into a source...

We’re seeing a renewed focus on retirement income of late, and for good reason. 

Financial Engines has rolled out what it calls “the first retirement income solution designed specifically for 401(k) plans.” 

Allianz Life Insurance Company of North America named Karen Gemmill as senior director of Product Innovation.

A MetLife study set out to assess how plan sponsors are balancing "retirement savings" and "retirement income" in their plan design; MetLife found most are still focusing on...

The vast majority of households surveyed by the Insured Retirement Institute and Cerulli Associates say they are unfamiliar with annuities or have no opinion of them at all,...

Investors do not want to jump to a rational conversation about facts and figures right away; financial advisers need to understand them on an emotional level first.