Traditional Pensions

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How To Take A Client's Retirement To The Moon

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Age Wave founder Ken Dychtwald said navigating a client's retirement years is like the Apollo 11 mission.

Latest Blow To 60/40 Model Is Exodus Of Mom And Pop Pensions

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Traditional pension savers are ditching the formula that's anchored retirement plans for more than half a century.

Pension Worries Ease For States, Localities On Stimulus, Stocks

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While the pandemic squeezed many budgets, most pensions fared well.

Pensions Are Almost Fully Funded And Coming For Your Bonds

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Investment gains boosted the funded ratio of the 100 largest corporate plans to 98.8% in May.

U.S. Pension Funds Leave Something To Be Desired

by FA Staff

The best pension funds are the most transparent, and the U.S. lacks in that department, according to a new study.

Teachers Can Supplement Retirement Funds, Consultant Says

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Educators retiring early because of the pandemic face eroded benefits and other vulnerabilities.

How Technology Can Simplify Annuities To Help Fight A Retirement Crisis

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Technology platforms are providing financial professionals a turnkey, out-of-the-box annuities solution.

TIAA Names Thasunda Duckett As President And CEO

by FA Staff

Duckett will join TIAA on May 1, 2021 from JPMorgan Chase, where she was CEO of Chase Consumer Banking.

Retirement Saving Is Hard Even For Those Who Can Afford It

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According to a 2018 Federal report, one in four non-retired households had no retirement savings at all.

Five Financial Pitfalls Facing Clients Going Through Gray Divorce

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The divorce rate is rising fastest among Americans over age 50, according to one expert.

U.S. Retirement System Ranks Fifth-Best In World, Allianz Says

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A new report on pension systems worldwide puts the U.S. in the upper echelon, but it comes with a caveat.

Shaky State Pensions: How Advisors Can Help

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Many state public pension systems were already on shaky financial ground—then the pandemic hit.

BlackRock Unveils Retirement Paycheck Strategies With Brighthouse, Equitable

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LifePath Paycheck will use annuities in target-date strategies for retirement plan participants.

Public Pensions Swoon In Worst Quarter Since Financial Crisis

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The coronavirus hit almost every asset class.

What Pandemic Relief May Mean For You And Your Clients

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The CARES Act has many retirement and tax planning impacts advisors should be aware of.

Despite Volatility, Advisors Urged To Stick To Retirement Planning Basics

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People saving for retirement need to understand market downturns are going to happen, a TIAA planner said.

Retirement Industry Cybersecurity A Mounting Issue As Companies Collect More Data

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The expansion of wellness programs is broadening the personal information being hoarded by companies, Cerulli Associates says.

Murphy Seeks Record $40.9 Billion New Jersey Budget Backed By Wealth Tax

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New Jersey is proposing a wealth tax to expand its spending on transportation, schools and public pensions.

Why Most Consumers Want Guaranteed Lifetime Income

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Individual investors across generations are eyeing annuities as potential replacements for pensions.

Berkshire Wades Into ETF Market With Two Newly Disclosed Bets

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Berkshire Hathaway has started investing in S&P 500 Index ETFs.

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