Compliance | October 27th, 2017 Treasury Calls for Certification of Annuity Assessment Experts The Treasury Department believes that if an expert was certified to assess the viability of annuity providers, retirement plan sponsors...
Administration | October 6th, 2017 Embracing In-Plan Annuities Specific policy changes and plan sponsor initiatives can make guaranteed lifetime income a norm in the DC plan space, TIAA...
Data and Research | September 26th, 2017 Not-for-Profit Plan Sponsors and Participants Could Use More Lifetime Income Education In-plan lifetime income options are offered by more than half of not-for-profit plan sponsors surveyed, but among those that don't,...
Investing | September 26th, 2017 Investors Fear Portfolios Not Diversified Enough to Protect Against Volatility A recent survey found that across generations, investors are almost equally concerned that their returns won’t secure adequate retirement savings.
Data and Research | September 25th, 2017 Boomers Embracing Saving Mentality Baby Boomers are adopting better financial habits, but Millennials may be overconfident in theirs, a study by Allianz finds.