Opinions | January 10th, 2023 Time for SECURE 3.0 America has a retirement crisis, and SECURE 2.0 takes some important steps to address it, but they are not enough.
Products | December 23rd, 2022 Investment Service and Product Launches Ameriprise testing retirement income planning service; Vanguard adds short-term tax-exempt bond ETF; Franklin Templeton starts ClearBridge sustainable infrastructure ETF; and...
Data and Research | December 21st, 2022 CBO Forecasts 23% Social Security Shortfall by 2034 A bipartisan federal agency warns that workers may see a 23% reduction in promised Social Security benefits by 2034 if...
Opinions | December 14th, 2022 Retirement Trends to Watch in 2023 As larger numbers of Americans near retirement age, a renewed focus on retirement income is expected.
Data and Research | December 12th, 2022 Public-Sector Workers Face Retirement Income Shortfalls Without Supplemental Savings National Institute on Retirement Security research finds pension plans alone often don’t provide retirement income adequacy for state and local...
Benefits | December 7th, 2022 New Social Security Website Designed for Easier Use The new SSA.gov website seeks to help people access and consider this key source of retirement income.
Administration | December 1st, 2022 Legal & General Completes PRT Deal with Rolls-Royce North America Legal & General completed the pension risk transfer for $145 million.
Data and Research | November 21st, 2022 Gender Differences Revealed for Self-Directed Investors A new survey of pre-retirees and retirees shows disparities between levels of concern for men and women.
Administration | October 20th, 2022 Annuities Gain Steam as Part of Target-Date Funds Cerulli retirement research shows consultants favor TDFs with guaranteed income for plan sponsors’ lifetime income options.
Data and Research | September 28th, 2022 Workers Delaying Retirement Has Doubled Since Last Year For employers, the recent upward trend in delayed retirement is causing complications, according to a new report from Nationwide Retirement...
Data and Research | September 28th, 2022 Nearly Half of Participants Are Saving Less Than 10% of Income for Retirement A new report says recession fears are likely driving interest in lifetime income options for workers.
Opinions | September 19th, 2022 Personalization and the DC System A typical platform might use age and salary to generate investment recommendations. What additional factors could lead to more customized...
Data and Research | September 15th, 2022 New Study Examines Motivations for Plan Engagement Recent research challenges old findings that fear is a better motivator than encouragement when it comes to plan engagement.
Data and Research | September 14th, 2022 Social Security Fears Drive Early Benefit Claims Schroders finds that almost half of workers surveyed have no strategy to generate retirement income.
Administration | September 13th, 2022 Personalization Is Key to Creating a Paycheck in Retirement Auto-features won’t work in the decumulation phase of defined contribution plans, says Shlomo Benartzi.
Administration | August 29th, 2022 The Siloed Roles Undergirding Plan Sponsors Continue to Blur The traditional defined contribution roles for supporting plan sponsors are becoming increasingly shared in many areas, according to two asset...
Opinions | August 22nd, 2022 Retiree Challenges, Attitudes and Retirement Income Priorities Research by the DCIIA Retirement Research Center helps gauge attitudes about savings, spending and financial wellness in retirement.
Data and Research | August 8th, 2022 Workers Worry About Retirement Income as Prices Spike Millennials lead Generation X and Baby Boomers in believing that they won’t receive any benefits from Social Security upon retirement.
Participants | July 26th, 2022 Plan Progress Webinar: Elements to Help Participants Prepare for Retirement Auto-escalation can help participants save sufficiently to create a reliable stream of income in retirement.
Data and Research | July 26th, 2022 Mega DC Plans Nudge Workers to Increase Savings The 50 largest Northern Trust Asset Management plan sponsors are using auto-escalation to boost savings, but they are not focused...