Browsing Tag
Defined Contribution Plan (DC Plan)
316 posts
T. Rowe Price, Pacific Life Partner on New In-Plan Lifetime Income Solution
Managed Lifetime Income combines a managed payout investment from T. Rowe Price with a QLAC from Pacific Life
DC Participants Interested, But Skeptical, in Alternative Investments
Over half of respondents to a Schroders survey say they would allocate less than 10% of retirement assets to alternatives
Multiple Job Transitions Could Result in $300K Retirement Savings Loss
Forty-four percent of workers in a Vanguard dataset either increased or maintained their savings rate when switching employers
401(k) Participants Express Strong Interest in Guaranteed Lifetime Income
American Century survey finds 92% interested in using workplace accounts to generate income in retirement
Combining Annuity with Drawdown Strategy Balances Retirement Income with Liquidity: White Paper
T. Rowe Price paper reveals how doing so can provide a high level of retirement income; Company also announces 2025 launch of new investment institute
Employees Prefer In-Plan Retirement Income Features
The DC survey from Invesco underlines the idea that more participants want to be involved in their retirement investments
‘Financial Grit’ Among Key Behaviors Overcoming Savings Vortex
The annual study by Goldman Sachs Asset Management identifies leading behaviors and benefits that can help workers achieve retirement success
2025 No Time for a Retirement Tax Hike: ICI CEO
Investment Company Institute leader Eric J. Pan warns lawmakers likely to consider tax policy changes next year that will harm retirement investors—which he stresses would be a mistake
Credit Card Debt, Caregiving Among Key Financial Strains for Participants
Others surveyed by Edelman Financial Engines list inflation and market volatility as top financial worries
How Public Employee Spending Spikes Damage Financial Wellness (and Contribution rates)
New research shows all-too-common “spikes” hike credit card debt and DC plan loans while slashing plan contribution rates