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Retirement Income

Retirement income strategies, lifetime income products, decumulation analysis, and longevity risk management.

Recent News

How Advisers Can Build Up the Industry’s Appeal

Plan Adviser

Pontera, Supporters Make Case Against Recordkeepers Restricting 401(k) Access

Plan Adviser

Widowed Americans feel confident yet crave a financial sounding board

InvestmentNews

The Performance Predictor 401(k) Fiduciaries May Be Overlooking

401k Specialist

The Standard Passes $5 Billion in PEP Assets; Transamerica Adds Retirement Distribution Leadership and More: Corporate Roundup

401k Specialist

Final 2027 Social Security COLA Forecast Before the Real Thing Settles at 3.5%

401k Specialist

Surviving spouses face 63% income drop, study finds

InvestmentNews

Who Should Control Access to Americans’ 401(k)s?

401k Specialist

August Saw Record Slow Trading in 401(k) Accounts, per Alight

Plan Adviser

Alight Finds Low Volume of 401(k) Plan Activity in August

PLANSPONSOR

New York Life joins Dayforce Benefits Edge

Coverager

Income Lab Launches Tool to Optimize Client Withdrawals

401k Specialist

Plan Sponsors Increase Focus on Health Plan Fiduciary Roles

PLANSPONSOR

Advisors face fiduciary blind spot as PEP adoption accelerates

InvestmentNews

PEP growth is outpacing employer understanding of fiduciary risk

Insurance Business

One in three employer compensation dollars now goes to benefits

Insurance Business

The 2026 Theo Hospitality & Food Service Award Winners

Risk & Insurance

PEP market surpasses $34bn as small employer adoption accelerates

Insurance Business

House Democrats Asked by IRI to Add Retirement Security to Affordability Agenda

Plan Adviser

IRI: Add Retirement Security to Affordability Agenda

PLANSPONSOR

Participant Websites, Apps Influence Employer Plan Asset Retention

PLANSPONSOR

Private Markets in 401(k)s: Wilshire’s Todd Cassler Explains Hurdles to Adoption

401k Specialist

Edelman Financial Engines Launches Small Business Retirement Services

401k Specialist

Bank of America Again Tops JD Power Retirement Plan Digital Experience Rankings

401k Specialist

Edelman Financial Engines brings fiduciary advice to small business plans

InvestmentNews

Advisers Boost Widowed Adults’ Financial Confidence, per Study

Plan Adviser

Middle-Income Workers Benefit Most from 401(k) Tax Advantages: ARA

401k Specialist

Transamerica names retirement distribution leaders

Coverager

Warren, Wyden Urge FINRA to Require Account Transfer Locks, Notifications

PLANSPONSOR

Democratic Senators Push FINRA to Require Account Transfer Locks, Notifications

Plan Adviser
Featured Analysis

The $461 Billion Annuity Boom: What Record Sales Mean for Life Actuaries in 2026

U.S. annuity sales hit $461.3 billion in 2025. RILA up 20%, FIA at new highs, Peak 65 demographics driving demand. Hedging complexity, reserve implications, and what life actuaries need to know for 2026.

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