Tag: lifetime income

The academics recognized by the Financial Planning Association conducted research about spending trends in retirement and the distinction between financial...

October Three expands O3 PRIME retirement plan; JPMorgan U.S. Research Enhanced Large-Cap ETF launches; PensionBee adds Roth and contribution capabilities...

The collaboration will allow for lifetime income strategies to be incorporated into managed accounts.

Plan sponsors can provide access to the product outside of their plans, with Agilis taking on the bulk of the...

Plan sponsors have a number of factors to consider when comparing investment, insurance and drawdown options for their participants. 

TIAA launches AI platform to deliver lifetime income solutions and services; AllianceBernstein launches AB International Low Volatility Equity ETF; Pearl...

Former head of BlackRock’s ETF division to take over CEO role at the Pennsylvania firm. 

Empower providing retirement plan administration to Arizona city; TruStage enhances annuity; Confluence Technologies announces analytics partnership; and more.  

Plan sponsors can access the AllianceBernstein Secure Income Portfolio.

The current crop of 65-year-old Boomers, particularly among women and those without higher degrees, will struggle to maintain a working...

Many industry experts believe there is a need for an ‘ERISA 2.0’ that includes a stronger framework for universal coverage,...

Toland leaves TIAA to start annuity consultancy; Bryn Mawr Trust selects director of private wealth management; and First Eagle Investments...

More employers are considering in-plan decumulation options.

More women than men ages 61 to 65 are interested in securing guaranteed lifetime income sources, presenting an opportunity for...

An insurance advocacy group follows up 2023 legislative plans with a push for policies that increase the use of retirement...

TIAA promoted internally to a new position, reporting to the head of consultant relations, according to a June 13 memo....

The firms partnered on a retirement investment that includes a guaranteed income annuity.

The Retirement Clearinghouse, focused on the portability of retirement savings, continues to expand.

A new report argues that plan sponsors should offer retirement income solutions such as annuities to provide lasting lifetime income...