Featured Jobs
|
BPAS
|
|
Nova 401(k) Associates
|
|
The Pension Source
|
|
Defined Benefit Specialist II or III Nova 401(k) Associates
|
|
DWC ERISA Consultants LLC
|
|
Merkley Retirement Consultants
|
|
BPAS
|
|
July Business Services
|
|
Distributions Processor - Qualified Retirement Plans Anchor 3(16) Fiduciary Solutions, LLC
|
|
EPIC RPS
|
|
Compensation Strategies Group, Ltd.
|
|
Retirement Combo Plan Administrator Heritage Pension Advisors, Inc.
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
|
18 Matching News Items |
| 1. |
LIMRA Secure Retirement Institute
June 23, 2021
"Every year, defined contribution plan participants roll over more than $500 billion into IRAs after they retire or change jobs. [SRI®] predicts this to exceed $760 billion within the next five years. SRI research estimates that IRA rollovers represented approximately $565 billion in 2019, and jumped to $623 billion in 2020 ... Driven largely by the accrual of balances in workplace savings plans, rollovers rank among the largest financial transactions Americans will make."
|
| 2. |
LIMRA
Oct. 28, 2014
"A new LIMRA Secure Retirement Institute study finds that 6 in 10 American parents provide financial support to their adult children, which could undermine their retirement readiness.... 7 in 10 U.S. households with adult children have at least one adult child living at home. Nearly three quarters of households with adult children ages 18-22 have at least one adult child residing in their home."
|
| 3. |
Society of Actuaries and LIMRA Secure Retirement Institute
Feb. 20, 2020
48 pages. "About 64 percent of respondents fear encountering a gap in their retirement funds when they turn age 60. In addition, only about 36 percent of respondents expect to have 80 percent or more of the funds needed to lead a comfortable retirement life ... Thirty-five percent of the respondents stated they are very or extremely interested in buying a tax-deferred annuity."
|
| 4. |
LIMRA Secure Retirement Institute
Sept. 28, 2015
"Nearly one-third of Americans would be willing to defer their retirements to help their children or grandchildren pay for college educations ... The report also confirmed what previous research has found: those saving for retirement are also the most likely to save for purposes other than retirement."
|
| 5. |
LIMRA Secure Retirement Institute
Dec. 4, 2013
"A new study ... reveals that 9 in 10 U.S. workers find retirement income projections somewhat or very helpful.... Forty-five percent of workers who found the retirement income estimates less than 'very helpful' said they did not understand the calculations behind the projections or were not confident in the accuracy of the results. Two in five said the information was too hypothetical, and 17 percent said the projections didn't capture all of their retirement savings."
|
| 6. |
LIMRA
Mar. 5, 2015
"Group pension buy-out sales reached $8.5 billion in 2014, [nearly] a 120 percent increase over the 2013 total of $3.8 billion ... 'After many years of staying in the $1 to $2 billion range, sales in the pension risk transfer buy-out market have eclipsed $3.5 billion for three consecutive years,' said Michael Ericson, analyst for LIMRA Secure Retirement Institute."
|
| 7. |
LIMRA
Aug. 18, 2014
"Total U.S. annuity sales reached $61.4 billion in second quarter, improving eight percent from prior year. In the first six months of 2014, total U.S. annuity sales increased 10 percent, compared with 2013. 'This is only the second time we have seen quarterly sales over $60 billion since the third quarter of 2011,' said Todd Giesing senior analyst, LIMRA Secure Retirement Institute Annuity Research. 'Despite declining interest rates during the first six months of this year, fixed annuity sales continue to drive overall annuity sales growth.'"
|
| 8. |
LIMRA Secure Retirement Institute
Oct. 23, 2014
"Peace of mind, stable income and lessening the risk of running out of money in retirement were cited as the top three reasons to create a guaranteed lifetime income among households that owned annuities, as well as those that did not. Among annuity owners, 4 out of 5 said they are a 'good fit' for their financial needs and 70 percent are willing to recommend annuities to friends and family members."
|
| 9. |
LIMRA Secure Retirement Institute
May 3, 2022
"Total fixed annuity sales were $35.2 billion, up 14% over first quarter 2021. Double-digit growth for fixed indexed annuities and fixed-rate deferred annuities drove the overall fixed annuity sales to pre-pandemic levels. Fixed indexed annuity sales were $16.3 billion, 21% higher than prior year. Fixed-rate deferred annuity sales increased 10% in the first quarter, year-over-year to $16 billion."
|
| 10. |
LIMRA Secure Retirement Institute
Mar. 10, 2022
"Total annuity sales were $254.6 billion in 2021, up 16% from 2020. In the fourth quarter, annuity sales were $62.8 billion, 7% higher than fourth quarter 2020."
|
| Next » |
|
Syntax Enhancements for Standard Searches
|