Tag: Retirement Income

Simply put, the strategy prescribes lowering spending following market declines to help preserve the balance of a portfolio, which, ostensibly,...

Lifetime income projections, offering more control over assets and education about annuity pricing will help participants be more receptive to...

New data published by Wells Fargo suggests the COVID-19 pandemic has driven some workers even further behind their retirement savings...

The goals of plan sponsors and participants will help determine which option is best.

Peg Knox, with the Defined Contribution Institutional Investment Association (DCIIA), discusses what plan sponsors should consider before implementing an income...

In addition, the maximum amount of earnings subject to Social Security tax—used to determine the taxable wage base for permitted...

A look at the in-plan, out-of-plan, insured and investment options available.

For their part, participants say they feel the pandemic has make their retirement savings more vulnerable.

Recordkeepers and asset managers want more flexibility in terms of how their clients generate newly mandated lifetime income projections on...

The momentum for offering annuities to DC plan participants is growing, and plan sponsors need to know their responsibilities and...

Retirement savers want help with figuring out tax expenses, knowing when is the best age at which to retire, creating...

A quiz reveals Americans lack understanding of retirement income planning risks, and plan sponsors can offer education and use plan...

The interim final rule includes assumptions plan administrators must use to calculate estimated lifetime benefit payments to be included on...

Whether there is a detrimental effect depends on what Congress does.

While many say they will depend on Social Security for retirement income, at least one study finds retirees are not...

Matt Gray, with Allianz Life, discusses why DC plan sponsors should consider guaranteed income products for their plans after passage...

The steady increase in the use of the Roth 401(k) option comes as overall qualified plan participation continues to increase.

As unemployment rises and employees retire sooner, experts say Social Security will be exhausted faster than predicted.

Many workers near retirement age who may be worried about COVID-19 are turning to early retirement, but doing so comes...