Tag: Post-Retirement

“People are living longer than at any other time in history,” observes Catherine Collinson of Transamerica. “It’s hardly surprising that...

Twenty-eight percent are now making more conservative investments, and 26% no longer invest at all.

A research report says health crises, job losses or other life transitions lead retirement plan participants to pull money from...

Americans' next biggest financial fears are living paycheck to paycheck and never being able to climb out of debt.

The organization has issued a report analyzing what is working in DC plans and how the existing tools can be...

Only 33% of women said they are extremely knowledgeable about retirement income planning.

However, today, only 15% of companies offer phased retirement.

Savings level, not age, is the trigger for retirement for wealthy pre-retirees, and very few worry about outliving their assets.

Retirees' perceived quality of life decreases.

The key to helping Gen X is to try to banish apathy, according to new FICO research. 

Ron Pressman, TIAA CEO for Institutional Financial Services, says there are five best practices that retirement plans can implement.

As employees with HSAs near retirement, questions often arise about the impact of Medicare on their HSA, the firm says.

However, many cite obstacles to saving for retirement.

As people are living longer and wanting to work longer, witnesses at an EEOC meeting about the ADEA made suggestions...

Prudential research indicates that the retirement account balances of female employees are, on average, one-third lower than their male counterparts.

Diagnosing key components of plan health and embracing proactive administration are crucial in ensuring retirement readiness for all participants. 

Including information from outside sources, the Retirement Readiness Report projects a clearer picture of participants’ retirement outlook.

 

More people in the youngest age cohort say they plan to rely on Social Security for retirement income.

However, for older Millennials, taking on too much student loan debt is their top regret.

Even though only 8% of Americans believe Millennials are doing a good job at saving, a study by Merrill Edge...