Browsing Tag
retirement income solutions
19 posts
October Three Grows Retirement Income Solution
The firm announced an expansion to its O3 Prime lifetime retirement income plan
Most Advisors Talking Retirement Income with Participants: BlackRock
2024 Read on Retirement survey finds 81% are discussing strategies with clients
Voya Celebrates 10 Years with myOrangeMoney
The firm’s myOrangeMoney experience offers retirement income strategies to help users reach savings goals
Retirement Income: Participant Needs Trump Demand
As in earlier solutions like auto features and target date funds, proactively providing innovations like retirement income show retirement plan decision makers are thinking ahead about what participants really need
Retirement Income Dilemma
Retirement income is top of mind for many plan sponsors these days. In this paper, explore what MFS is solving for and what have we have learned so far.
Finke, Toland, Introduce Retirement Withdrawal Alternative to 4% Rule
The IncomePath strategy focuses on providing flexible spending arrangements for participants, rather than a set withdrawal rate
Participant Demand, Auto-Features Among Top Predictions for Retirement Income
The IRIC predicts growing interest, customized solutions, and more in retirement income for 2024
6 in 10 Plan Sponsors Want to Retain Participant Assets Post-Retirement
Cerulli finds asset managers respond to demand with increased decumulation product development and distribution efforts
Large 401(k) Plan Sponsors Step Up Efforts to Keep Participants In-Plan Post Retirement
New Cerulli research finds asset managers should concentrate their retirement income product distribution on the mega plan market
Professional Advice Must Drive Participant Retirement Income Decisions
Empower paper finds “It’s not a product problem, it’s an engagement problem”