Tag: Retirement Income

An analysis of retiring participants from one public pension plan suggests they do not understand the value of life annuity payments.

The Discover Small Business Watch survey for December found that 62% of small-business owners report having a financial plan for their retirement

Wells Fargo’s Institutional Retirement and Trust division is offering retirement plan participants institutionally priced annuities on the Hueler Income Solutions platform.

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...

In implementing its newly announced initiative to see how it can best facilitate the use of lifetime income investment vehicles in retirement plans, the U.S. Department of Labor...

The U.S. Department of Labor (DoL) said it is investigating how it can best encourage the use of lifetime annuities or other similar instruments.

A new bill aims to inform participants of how their account balances translate into actual income in retirement. 

Research from The Hartford found that people who have taken the time to plan for retirement or their financial future are in a better place financially and have...

Investors are paying more attention to their retirement savings, according to the Real Life Retirement quarterly pulse survey conducted by Charles Schwab & Co., Inc.

Almost half of all financial assets held by households age 65 and older can now be considered in retirement income “drawdown” mode, according to a new research report.

Target-date funds with high equity allocation at retirement have come under fire lately, but T. Rowe Price is sticking with its strategy.

Fiduciary Benchmarks and Bdellium, designer of quantitative evaluation systems, have launched the Retirement Readiness Index (RRI) for 20,000 retirement plans.

With the new Roth Conversion laws set to go in place January 1, Fidelity Investments said it offers an online Roth IRA conversion calculator for its independent registered...

More than 60% of Puget Sound-area residents in the state of Washington said they have delayed or plan to delay their retirement beyond their ideal age.

MetLife and Fidelity Investments have introduced a new deferred variable annuity product designed for individuals who are either retired or transitioning to retirement.

Women can now estimate retirement income straight from their iPhones.

Pre-retirees and retirees want to pay more attention to their investments and retirement plan, and trust a financial professional to help, according to a survey by Prudential Financial.

Edward Jones entered into a distribution agreement with Pacific Life Insurance Company, giving financial advisers access to a selection of Pacific Life’s protection and retirement products.

Envestnet has unveiled a retirement income solution for registered investment advisers (RIAs) to help clients plan for retirement.