Tag: Post-Retirement

The old concept of income replacement rate is simple, but may omit significant factors.

The largest spending differences between older singles and older couples occur in the case of home health care and nursing...

Seventy percent of those working with an adviser are on track or even ahead.

Nearly half of employees are expected to be able to meet essential retirement expenses, up from 38% two years ago,...

How realistic is it to expect all workers to retire later and spend the same fraction of their lives in...

The retirement plan industry is approaching the 10-year anniversary of the Pension Protection Act, a law that has clearly impacted...

The Defined Contribution Institutional Investment Association issued a white paper to help sponsors do a better job of preparing participants...

An analysis illustrates the unfortunate consequences imposed on U.S. retirees due to the extended period of exceptionally low bond market...

New research from the Michigan Retirement Research Center shows important differences in the retirement outlooks of singles and couples. 

Pre-retirees among all financial statuses have fears about health costs in retirement, but they are not having the conversations needed...

Workers should save more, earlier to prepare for retiring sooner than planned and to meet the competing financial priorities in...

Plan sponsors have some important fiduciary responsibilities related to retirement plan distributions and rollovers.

A new LIMRA study finds workers who choose to pay down debt over saving for retirement fall way behind their...

EBRI research shows household income is not a good indicator of how spending will shift in the early years after...

The Employee Benefit Research Institute has been conducting “value of benefits” surveys for 20 years to determine the relative importance...

Health savings accounts can be used much like defined contribution plans to save for retirement, and the key to growth...

Lower account balances, longer life expectancy and not working an adviser can wreak havoc on a woman’s Social Security benefit.

HealthView’s research indicates that current income replacement ratio-based calculators fail to suggest sufficient income for retirees to afford quality health...

Just 20% of those who have retired say they’ve saved enough.

Health care expenses in retirement was the fastest-growing savings objective in a regular survey of employees.