Both sides of the aisle expressed interest in more choices for  annuities in retirement plans, but only Democrats pushed for ...

A recent paper from the National Bureau of Economic Research explored a guaranteed payout path involving defaulting 20% of a retiree’s assets greater than a certain threshold into an immediate annuity ...

Many retirees are unprepared for the switch from saving to spending. Here’s how to turn your retirement savings into steady, ...

When retirement planning with a client, the transition from the accumulation phase (where the focus is on building wealth) to the decumulation phase (where the focus shifts to using that wealth to ...

Using 401 (k) Funds Under current law, access to retirement savings before age 59½ is deliberately restricted. Early withdrawals from 401 (k) plans generally trigger a 10% penalty on top of ordinary ...

Americans who are planning for their retirement with an employer-sponsored plan are open to adding annuities to shore up their post-work finances. A new report from the newly launched Allianz Center ...

Key Takeaways A reintroduced House bill would let employees age 50 and older roll over some or all of their 401(k) savings into an annuity.Financial advisors warn that annuities can be complex, costly ...

Learn how to find the right annuity for your financial situation, risk tolerance, and retirement strategy Fact checked by Suzanne Kvilhaug Nearly two in three Americans—about 64%—say they worry more ...

Interest in lifetime income products within retirement plans is growing, and a new tool helps plan sponsors and advisors to match the right annuity product into the 401(k) plans for their employer ...

Global analysis demonstrates how Switzerland and Chile's integrated frameworks offer blueprint for U.S. retirement security reform NEW YORK, Dec. 9, 2025 /PRNewswire/ -- A new report from TIAA ...

Total US retirement assets were $48.1 trillion as of September 30, 2025, up 4.5 percent from June. Retirement assets ...

This is a unique scenario in which the Redditor assumes his employer was setting up an annuity plan he did not want. The confusion stems from the employer setting up a website applicable to employees ...