Browsing Tag
Secure Retirement Institute
22 posts
Small Employers Curious About PEPs; Not Yet Ready to Implement
New research from the Secure Retirement Institute finds more than half of small employers are interested in learning more about pooled employers plans
Just 3 in 10 Workers Feel ‘Very Prepared’ for Retirement
This problem—and its solutions—will be a key focus of the upcoming 2022 Retirement Industry Conference in Boston
2021 Annuity Sales Highest Since 2008 (No Thanks to 401(k)s)
While 2022 figures to be a banner year for the introduction of annuities into retirement plans in the wake of the SECURE Act, 401ks were still just a minor factor in strong 2021 annuity sales
5 Evolving Retirement Trends in 2022
Here’s a second helping of cherrypicked facts, trends and statistics taken from the Secure Retirement Institute’s recent Retail Retirement Reference Guide
11 Eyebrow-Raising Facts from the Secure Retirement Institute
A cherrypicked selection of startling statistics and trends taken from the recently released Retail Retirement Reference Guide—and these are only from Chapter 1!
Annuities Best for Middle- and Mass-Affluent Clients, Advisors Say
New research from the Secure Retirement Institute reveals what advisors working with pre-retirees and retirees say are the lifetime income “sweet spots”
Rollover Reckoning: More Money Moving from 401ks to IRAs
Every year, defined contribution (DC) plan participants roll over more than $500 billion into individual retirement accounts (IRAs)…
Agendas Released for Pair of May Retirement Industry Virtual Conferences
Speaker lineups and content agendas for a pair of virtual retirement industry conferences coming in May were announced…
Few Advisors Working MEP/PEP Market… For Now
For all the hoopla about the SECURE Act expanding access to Multiple Employer Plans and Pooled Employer Plans…
Nearly Half Say Pandemic Has Eroded Ability to Save for Retirement
Close to half of American workers say the COVID-19 outbreak has had a negative impact on their ability…