Tag: Retirement Income

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.

Amid the continuing industry debate over getting workers to retirement versus through retirement, John Hancock has extended its target-date portfolio glide path for another 20 years.

Financial advisers might face challenges to help pre-retirees rebuild their savings, as most pre-retirees are not putting away more money or spending more time with their adviser.

New York Life Insurance Company has turned to Tom Johnson as head of business development for Retirement Income Security.

The latest National Retirement Risk Index (NRRI) from the Center for Retirement Research at Boston College (CRR) showed a 7% drop in the share of households positioned to...

Prudential Financial has been talking about a new kind of retirement – now the firm has rolled out those ideas as a product design.

Merrill Lynch Global Wealth Management (MLGWM) has announced the launch of My Retirement Income, a feature within the Merrill Lynch Retirement Income Service that connects retirement income planning...

A new survey from J.P. Morgan finds 401(k) participants embrace the responsibility of controlling their retirement savings, but without confidence to succeed.

The Hartford Financial Services Group, Inc. has introduced The Hartford’s Personal Retirement Manager, a new tax-deferred retirement savings vehicle. 

 The latest Sun Life Financial Unretirement Index shows there is a growing concern among American workers that they have not done enough to prepare for retirement.

A Vanguard Group study finds only 13% of respondents strongly agree with the view that their retirement had been permanently impaired by the past year's market decline.

Most young adults think they'll need to be millionaires before they retire, according to a new poll by the Northwestern Mutual Foundation's financial literacy Web site, Themint.org.

Despite the uncertain market conditions and negative headlines during the past year, most Americans who participate in employer-sponsored defined contribution plans value these plans greatly and have continued...

This year, fewer Americans ranked getting trusted financial advice of prime importance, according to a survey by Prudential Financial.

UBS Wealth Management Research – Americas has released a study suggesting retirement investors should segment their financial planning to match specific financial goals with the appropriate risk level.

The Social Security Administration announced there will be no cost-of-living adjustment (COLA) in 2010 for monthly social security and supplemental security income (SSI) benefits.

Target-date funds have drawn a lot of scrutiny of late, but a new survey suggests that participants still have confidence in the approach. 

ING’s U.S. Retirement Services operation has introduced a new Web tool for customers to help them determine if they are on track to achieve their financial objectives in...