Displaying 92 results
Stalking a Social Security application decision
The application for benefits was submitted more than seven weeks earlier; persistence pays off in tracking down why the response took so long.
Jackson National to be spun off by UK insurer Prudential
An initial public offering of a stake in Jackson, one of the biggest annuities providers in the U.S., will be held in the first half of 2021, according to a Prudential statement.
Retirement risk rose slightly in 2020, study finds
Roughly half of American households may not be able to maintain their standard of living in retirement, according to a report from the Center for Retirement Research.
89% of women failed retirement literacy quiz: Study
But older women are more willing to seek financial planning help than men, according to a survey by The American College of Financial Services.
Solving for retirement security: Lessons from the DC institutional market
Future innovations in DC plans will come as much from retirement plan advisers and their clients as from the institutional market.
‘Adoption is the next innovation’: Forecasting fintech in 2021 and beyond
The use of new technologies and solutions will mean fundamental shifts in the financial services industry
Social Security shortchanged some older workers, survivors
Two new audits reveal underpayments to certain groups of beneficiaries
Getting annuities onto 401(k) plan menus
SECURE Act provisions providing plan fiduciaries with some legal protection, requirements for lifetime income disclosures on 401(k) statements and a volatile stock market all bode well for these products
Planning for uncertainty around Social Security
The shutdown caused by the pandemic threw millions of people out of work, which cut into the FICA payroll taxes that fund Social Security payments
How secure is Social Security?
Advisers will need to act to help clients navigate what is potentially a looming financial crisis
OneDigital receives majority investment from PE deal
Onex will become the biggest investor in the insurance broker, according to an announcement
In-plan retirement income slow to arrive
Figuring out how defined-contribution plans can provide a guaranteed stream of income requires all hands on deck
Older women anxious about finances in retirement: GAO report
Retired women in 14 focus groups are worried about rising health care costs
‘All trick and no treat.’ Mary Beth Franklin on the Social Security trust fund crisis
Mary Beth Franklin talks about the uncertainty around the Social Security trust fund and how advisers can help clients plan for that
How advisers can help prevent elder bankruptcy
Advisers can use cutting-edge planning solutions to help seniors and their families avoid financial hardships.
Trump wrong to challenge workplace savings plans
Programs that enhance retirement saving should be encouraged, not assailed.
Working longer is best way to boost retirement income
For older workers, staying on the job is a more effective strategy than increasing savings.
Future retirees more vulnerable to income shocks
Increased use of annuities and reverse mortgages could improve outcomes.
Startup offers annuities online on a subscription plan
Blueprint Income's founders aim to save America from retirement insecurity.
Retirement-income theories confront reality
Latest robo-adviser challenges rule-of-thumb approaches.
