Retirement

Key findings in a recent study by the Society of Actuaries can give us some much needed context.

The Atlanta-based banking organization has added new retirement income projection tools that it says enhances the ability of plan participants to make more informed decisions around retirement planning.

Interaction with clients suffering in some cases.

Although the stock market has been in record territory and economic indicators have improved, there are defensive investments planners and retirement investors should keep an eye on.

Most households should not annuitize any of their wealth, according to a study from the Congressional Budget Office.

Differences in regulatory approaches underscored in House bill.

The survey found that two out of three Millennials expect to retire by the age of 65, although nearly 70% have not started planning or saving for retirement.

Money seen moving to passively managed investments.

This one is so bad it shouldn’t be allowed in any retirement plan, with only one exception.

If interest rates remain low, more than one in four baby boomers and Gen Xers — who otherwise would have had adequate retirement income — are projected to run out of money in retirement.