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.
Cynthia Egan, president of T. Rowe Price Retirement Plan Services, and Christine Fahlund, a senior financial planner at T. Rowe, believe the industry should move away from the...
TD Ameritrade is offering retail investors and independent registered investment advisers (RIAs) access to new issue municipal market through M.R. Beal.
A survey of career women ages 45 to 70 earning $75,000-plus per year shows that they are highly confident about how to manage money, yet 62% fear they...
The Insured Retirement Institute (IRI) and RegEd are introducing the “Industry Wide Solution” for the National Association of Insurance Commissioners (NAIC) annuity suitability requirements.
Strategic Insight, an Asset International company, announced the availability of “Variable Annuity Living Benefits and Eligible Funds,” a new report highlighting the industry’s most popular and newly innovated...
A couple of weeks back, the Social Security Administration announced that, for the second year in a row—but only for the second time since 1975—there...
Merrill Lynch's “Affluent Insights Quarterly Survey” finds although affluent Americans are feeling more financially secure this year than last, 61% are expecting to retire later than originally planned.
Diversified Investment Advisors has a new in-plan investment option that guarantees income for life, while allowing retirement plan participants to participate in the stock and bond markets and...
The percentage of households at risk for not meeting their retirement goals jumps from 51% to 60% when they live off of the interest from their assets instead...
BlackRock, Inc. and SunGard have announced a solution that will support the use of funds generating lifetime retirement income within corporate defined contribution (DC) plans.
Women feel more overwhelmed, less confident and less in control than men when it comes to financial planning and retirement, a survey by the Penn Mutual Life Insurance Company...