Browsing Tag
Lifetime Income
99 posts
Nuveen Acquires Brooklyn Investment Group
Priority in deal for custom multi-asset direct indexing provider will be to speed integration of Nuveen’s alternatives and lifetime income capabilities into tax-advantaged offerings
Alliance for Lifetime Income Becoming Part of LIMRA and LOMA
The two association boards unanimously approve strategic transaction to take advocacy efforts around educating Americans about the importance of protected income in retirement to “whole new level”
Despite Interest in Lifetime Income Options, Plan Sponsors Lag Behind
NAPA 401(k) Summit panel explores why lifetime income options remain in such low demand, and what advisors can due to increase its usage
Despite Concerns, Participants Seek Lifetime Income Options
This is especially true for participants with less than $200,000 in investable assets, finds Allianz Life
Retirees Prefer Spending Lifetime Income Over Savings
New study by David Blanchett and Michael Finke finds retirees spend more with lifetime income
‘Ask ALI’ Debuts to Help Americans Grasp Retirement Income Planning Concepts
New AI chatbot from the Alliance for Lifetime Income tasked with helping consumers find simple answers to questions about retirement planning
Half of Retirees Stress Over Spending Retirement Savings
Alliance for Lifetime Income research finds spending their savings creates anxiety and is having an emotional toll; nearly a third are spending faster than expected
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
Consumers Show Positive Response to In-Plan Annuity Solutions
Hearts & Wallets latest research features a focus group’s reactions on lifetime income products in workplace retirement plans
New Portfolios from Merrill Designed to Provide BofA Clients Predictable Retirement Income
Bank of America announces new income-focused portfolio capabilities from Merrill to address fears of outliving retirement assets