Browsing Tag
401(k) Withdrawal
24 posts
Lump Sum Longevity Falls as Lifetime Income Interest Rises
Of those with remaining lump sum money, half say they’re concerned over exhausting the savings, reports MetLife
Flexible Strategies Can Surge Starting Safe Retirement Withdrawals
Some approaches could raise starting withdrawals to 5.7%, finds Morningstar
Nearly Half of Gen Zers Withdraw from Retirement
Respondents plan to continue withdrawing from their accounts in the next 12 months, reports Payroll Integrations
DOL Proposes SECURE 2.0 Auto-Portability Regulation
The regulation seeks to reduce cash-outs for workers when changing jobs, the DOL said in its announcement
DC Withdrawal Activity Remained Low in 2022: ICI
Research from the Investment Company Institute finds withdrawal and contribution activity remained low in absolute terms throughout last year
Most Retirees Wait Until RMDs to Tap Retirement Accounts
New research paper shows most people don’t tap retirement accounts before required withdrawals (RMDs), and then only withdraw the minimum.
6 Retirement Rules of Thumb Most Americans Get Wrong: Slideshow
Among the wide-ranging findings in Fidelity Investments’ 2021 State of Retirement Planning Study, released March 24 (see related…
Half of 401k Plan Sponsors Want Help Understanding CARES Act
While eight in 10 plan sponsors say they are familiar with retirement plan provisions of the CARES Act,…
IRS Reminds Seniors: No RMD in 2020
The Internal Revenue Service is reminding seniors and retirees that they are not required to take money out of…
Index Reveals Americans’ Heightened Worries Around Retirement
Given the current state of the country, it’s no big surprise Americans are growing increasingly concerned about their…