Data and Research | March 23rd, 2017 Retiring Later Not a Reliable Retirement Strategy Luke Vandermillen, from Principal, says everyone makes the assumption that the age at which they retire is their choice, but...
Data and Research | March 21st, 2017 Medical Expenses and Debt Among Retirement Concerns In addition, few workers are confident Social Security and Medicare will provide the same level of benefits to them in...
Data and Research | March 9th, 2017 Older Folks Eager for Guaranteed Income But Don't Know Much About It Ninety percent want their financial adviser to help them devise a retirement income strategy, and 61% want them to educate...
Administration | March 7th, 2017 Don't Forget Your Retiring Workers, Vanguard Says The investment firm says it is important to permit them to take partial withdrawals.
Data and Research | March 7th, 2017 More Than Half of Americans Think They Are Failing at Retirement Savings And this increases among those who think they are financial novices.
Data and Research | March 6th, 2017 Most People Think They Will Need a Paltry Amount for Retirement Nearly three-quarters lowball their retirement needs, Fidelity found in a survey.
Data and Research | March 2nd, 2017 Women Have Saved a Median of $34,000 for Retirement Only 10% are very confident their will succeed in saving enough for a comfortable retirement.
Administration | February 23rd, 2017 Helping Employees Address Longevity in Retirement Until DC plans embrace annuities, participants need more education and a healthier lifestyle.
Data and Research | February 22nd, 2017 Retirement Savers Mixed on Whether Longevity Is a Bonus More than half (55%) of respondents to a T. Rowe Price survey said an additional 30 years of life would...
Data and Research | February 21st, 2017 Retiree Spending Depends on Location However, nationally, average spending for households with people between the ages of 65 and 74 declines with age.
Data and Research | February 21st, 2017 Parents, Grandparents Willing to Forego Spending to Save for Retirement However, many have tapped into their retirement savings to help their families out.
Data and Research | February 9th, 2017 Immediate Annuities Pair With Social Security A large majority of households that are currently receiving a Social Security benefit already get at least three-quarters of their...
Products | February 2nd, 2017 Mercer Offers 2017 Social Security and Medicare Guides The booklets deliver simple explanations of these programs, recent changes, and cost and benefit amounts for 2017.
Data and Research | January 31st, 2017 Retirees Have Limited Control Over Health Care Inflation In 2013, Medicare covered 62% of the cost of health care services for Medicare beneficiaries ages 65 and older, while...
Data and Research | January 30th, 2017 Employer Benefits Can Play Key Role in Decision to Retire Retirees who based their retirement decision on eligibility for employer benefits or other employer incentives seemed to be enjoying retirement...
Compliance | January 4th, 2017 Retirees’ Claim for Lifetime Health Benefits Denied Using a relevant Supreme Court decision, a federal district court judge found there was no genuine issue of material fact...
Benefits | December 21st, 2016 Utilizing HSAs to Fund a Healthy Retirement With health care costs reaching record levels by some projections, HSAs can serve as a crucial piece of a holistic...
Benefits | December 14th, 2016 Retirement Income From Pensions More Prevalent Over Time An ICI report found that in 1975, when nearly 90% of private-sector pension plan participants were covered by DB plans,...
Data and Research | December 8th, 2016 One-Third of Pre-Retirees Not Saving for Health Care Expenses Some say they are attempting to deflect health care costs in retirement by taking negative steps including spending less on...
Data and Research | December 7th, 2016 Living Longer Poses Retirement Challenge for Women A study finds women face higher health care costs in retirement than men, with fewer resources.