Retirees have different needs from their portfolios, so you might expect a portfolio’s investment strategy to be aligned with those needs. Although the income approach isn’t always preferred, new research shows it can be a viable alternative to a total return approach.
We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them.
Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
Market volatility doesn’t have to interfere with retirement outcomes. Here are three ways volatility can impact plan participants and three ways to manage it.
Today, with new regulations and greater transparency since the financial crisis, securities lending activity has reached its highest level in a decade with more than $19 trillion in assets available for lending globally.
Defined contribution plan sponsors need to help their participants manage two significant challenges: building an appropriate asset allocation and ensuring sufficient savings.
Something unexpected has been the shared experience for our most recent generation of retirees. The vast majority haven't been spending their retirement savings—leaving nest eggs mostly untouched and living on ready sources of income instead. However, future retirees may be less fortunate.
After you turn the big 5-0, you need to get serious about retirement planning. Here are three things to do now to prepare for a brighter future for yourself and your loved ones.