Category

2019-Industry
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. Three researchers present a retirement spending strategy focused on delaying Social Security and getting the most out of RMDs.
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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.
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Annuities have been historically underutilized by advisors but that could be changing.  Although previously  framed as requiring much processing and being plagued with compliance concerns, annuities are newly the answer to "what products are right for your clients?".
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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
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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.
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Employees have very unrealistic ideas when it comes to retirement income, as is highlighted in this PLANSPONSOR article. In fact, “Social Security is one of the most confusing retirement topics that American workers face today.”
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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.
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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...
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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.
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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.
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