Browsing Tag
Lifetime Income
93 posts
Lacking Pensions, Gen X Turning to Annuities
A signficant majority (71%) of all younger investors have interest in purchasing annuities as part of their overall…
AllianceBernstein’s Lifetime Income Strategy Tops $5 Billion Milestone
Looking for a SECURE Act success story? Consider news today from global investment and research firm AllianceBernstein L.P.,…
Why It’s A New Day for Annuities in 401(k)s
The SECURE ACT was passed in December 2019, paving the way for substantial changes in the retirement industry.…
Why the Time is (Finally) Right for Lifetime Income in 401(k)s
There is a rising need, and demand, for lifetime income solutions in employer-sponsored retirement plans, according to a…
What is ‘Peak 65’ and Why Should Pre-Retirees Care?
“Peak 65” is a term used to describe the point in time when more Americans will turn age 65…
Why Creating Income Solutions in Target Date Funds is So Important
The passing of the SECURE Act of 2019 paved the way for increased utilization of lifetime income options. The…
Annexus To Offer Lifetime Income in Target Date Funds
Annexus will begin offering annuities in target date funds, the company announced Tuesday, part of an effort to…
DOL Lifetime Income Disclosure Regulation Explained
In 2019, the SECURE Act amended Section 105 of ERISA. That section requires participant benefit statements to be…
DOL Announces Estimated Income Rule for Retirement Plan Participants
Workers receive an ongoing lifetime income estimation from Social Security, and now they will from employer-sponsored plans as…
Lincoln Rolls Out ‘Next-Generation’ 401k Auto Feature: Auto Income
A new retirement plan solution from Lincoln Financial Group enables participants to turn 401k savings into a monthly…