Defined contribution plan participants are unlikely to feel confidence about retiring when they receive no retirement income projections and no help defining discretionary versus required expenses.Read More
The SECURE Act changes would alter the way 401(k) plans operate in significant ways by changing the rules affecting coverage, distributions and participant disclosures and by opening up the market for multiple employer plans (MEPs) covering unrelated employers.Read More
Despite a somewhat negative perception, annuities have been shown time and time again by researchers to add significant value to a retiree’s financial security.Read More
This case study by Eva Levine, principal of Plenaris Advisory and found in Financial Advisor magazine, discusses the optimal use of annuities for retirement income and how to determine how to use them to achieve maximum income potential.Read More
This PLANSPONSOR thought leadership article, sponsored by MetLife, highlights the challenges faced by Americans come time for retirement, when in a time of need to convert their hard earned income to a monthly paycheck they can sufficiently live off of.Read More
This PLANSPONSOR article by Rebecca Moore, reports on recent survey findings in a DC plan survey that while half of DC plans offer some kind of retirement plan income solution, a little more than 10% mention the use of an annuity and only 3% use an annuity placement service and 3% offer in plan guaranteed...Read More
In this PLANSPONSOR article by John Manganaro, a school is highlighted for focusing on a broader mission or big picture by supoporting target date funds and in-plan income, among other things.Read More
In this PLANSPONSOR article by John Manganaro, it is brought to attention that there is an overall improvement in retirement readiness when purchasers annuitize a percentage of their 401(k) balance.Read More
