Newkirk Releases Retirement Readiness Package
Albany, New York-based Newkirk, a retirement plan communications provider, has unveiled a suite of retirement readiness communications and reports.
Tag: Retirement Income
IMHO: Safety "Knot?"
Two weeks ago, the Department of Labor and the U.S. Treasury turned to the retirement plan community for some input.
RIIA Study Suggests Advice Makes a Difference
A recent study found that retired households receiving financial advice had more assets after a 10-year period than households that did not.
Great-West Launches Guaranteed Income Investment Options
Great-West Retirement Services has introduced a new set of guaranteed income investment options.
Transamerica Offers New Withdrawal Schedule for Retirement Income Products
Transamerica Life Insurance Company has introduced an enhanced withdrawal schedule for its Retirement Income Choice 1.2 and Retirement Income Choice 1.4 riders.
Americans Aware They Need to Improve Retirement Saving
Most Americans (58%) said they have a gap in their retirement savings, according to a recent survey.
Putnam Introduces Retirement Income Calculator
Putnam Investments has introduced a new online tool and Web site to help retirement plan participants determine how much monthly retirement income their savings will allow for.
Workers Open to Automatic Features in Retirement Plans
Most American workers feel unprepared for retirement and are open to making changes to retirement plans, such as implementing automatic features, according to a new survey by Prudential...
New York Life Teams with Ibbotson on Asset Allocation Model
New York Life Insurance Company has tapped Ibbotson Associates to help develop a set of tools "to help registered representatives account for their clients’ total economic wealth and...
Merrill Survey Finds Affluent Americans Rethinking Retirement
Bank of America (BofA) said its latest Merrill Lynch survey of affluent Americans found that almost a third (29%) of non-retired respondents plan to retire later than originally...
AXA Introduces Retirement Income Education Program for Advisers
AXA Distributors, LLC, the annuity wholesale distribution unit of AXA Equitable Life Insurance Company, now offers an educational program about retirement income planning for financial professionals.
Asset Dedication Hires Director of Advisor Solutions
Asset Dedication, LLC, a provider of asset allocation strategies for independent financial advisers, hired Tony Parkin to focus on developing its business within the adviser marketplace.
investment-oriented
Getting the Word Out
Why employers still shy away from retirement-income products, and what advisers can do about it
Prudential Advocates More Guarantee, Coverage in Retirement Plans
Employers need to take steps to make defined contribution (DC) plans better primary savings vehicles, said Jamie Kalamarides, senior vice president of retirement solutions at Prudential Retirement.
Report Identifies Gaps in Retirement Planning Software
A new report suggests the majority of available financial planning tools are still not effectively addressing the wide range of individual issues related to retirement.
Analysis Suggests Participants Don't Understand Value of Annuities
An analysis of retiring participants from one public pension plan suggests they do not understand the value of life annuity payments.
Most Small-Business Owners Don't Use Financial Adviser
The Discover Small Business Watch survey for December found that 62% of small-business owners report having a financial plan for their retirement
Wells to Offer Rollover Annuity
Wells Fargo’s Institutional Retirement and Trust division is offering retirement plan participants institutionally priced annuities on the Hueler Income Solutions platform.
Poll Finds Few Retirement Planners
Most Americans don’t have money set aside for unanticipated financial emergencies and are not adequately getting ready for their children’s college expenses and their own retirement, according to...