Data and Research | January 23rd, 2023 TIAA Survey: How Life Expectancy Knowledge Influences Retirement Choices TIAA research suggests that individuals’ knowledge of life expectancy can impact their retirement saving behavior.
Data and Research | December 23rd, 2022 CDC Data Shows Increased Deaths and Lower Life Expectancy in 2021 However, the separate actuarial tables used for retirement planning and services may not follow the trend.
Data and Research | December 12th, 2022 Morningstar Advises 3.8% “Safe” Withdrawal Rate, Balanced Portfolio Morningstar increased its recommended withdrawal rate for retirees from last year and continues to see best outcomes for participants in...
Data and Research | July 29th, 2022 Retirement Confidence Has Declined Across Generations Gen Z is deferring an average of 14% of each paycheck for retirement savings, besting earlier generations.
Investing | July 15th, 2022 In-Plan DC Annuities and the Existential Plan Sponsor Question Plan sponsors must consider life expectancy at retirement rather than what is projected at birth.
Data and Research | July 7th, 2022 Plan Participants Have Modest Retirement Expectations Dreams of retiring to a warmer place are taking a backseat as participants’ expectations about life after work are tempered...
Data and Research | June 27th, 2022 Women’s Financial Confidence Is Lower for Retirement Than for Day-to-Day Women are starting to feel more comfortable talking about money, with 53% saying they would find it easier to talk...
Investing | June 14th, 2022 PSNC 2022: Decumulation Designs One reason lifetime income options are important for plan sponsors to explore is that many individuals underestimate how long they...
Data and Research | December 17th, 2020 Financial Education, Protecting Savings Themes for Plan Sponsors in 2021 Defined contribution plan sponsors are rethinking investments, but not much interested in annuities, T. Rowe Price finds.
Products | May 6th, 2020 Club Vita and Segal Announce Longevity Risk Reporting The longevity analytics firm will bring its reporting services to Segal clients.
Data and Research | September 19th, 2019 Natixis Reports U.S. Drop in Global Retirement Index Natixis identifies interest rates, longevity and climate change as the three pressing risks affecting retirement in the U.S.
Products | June 25th, 2019 DB Plan Longevity Risk Estimator Expands to U.S. A company executive says Club Vita’s analysis will lead to material savings and less risk for defined benefit (DB) plan...
Participants | June 4th, 2019 Aging Global Population Requires a Retirement Rethink As developed countries around the world, including the U.S., see the average age of their population increase, employers must prepare...
Data and Research | November 28th, 2018 Most Retirement Risk Concerns Decrease With Age The Society of Actuaries says individuals must first understand all the risks related to retirement so they can take steps...
Data and Research | September 28th, 2018 Decumulation a Slow Process for Retirees They are worried about longevity risk, the Plan Sponsor Council of America says.
Data and Research | June 11th, 2018 DC Plan Sponsors Are Focusing on Long-Term Retirement Objectives A T. Rowe Price survey discloses how defined contribution plan sponsors understand several retirement planning objectives and risks.
Data and Research | April 12th, 2018 Longevity Risk a Concern for Single Retirees This is especially true for single women retirees, but a survey finds owning an annuity and working with a financial...