When can lifetime income investment options be considered QDIAs? The DOL offers some insight in Advisory Opinion 2025-04A, which it issued on Sept. 23.
July 1 is Bobby Bonilla Day, based on the Major League Baseball player’s 2000 player agreement, which saw him defer payment for 10 years – an unusual move at the time – allowing for the accrual of ...
Things change over the course of four years - even the feelings of more than two thousand 401(k) participants when it comes to guaranteed lifetime income. When asked in 2021, fewer than six in 10 ...
An AllianceBernstein LP lifetime income strategy program meets the US Labor Department’s requirements to automatically enroll ...
Getting the right mix can maximize the money you have available in retirement, and the total taxes you pay on it.
Today’s workers see retirement security as a shared mission with their employer – not just a personal goal, according to new research from Nuveen, the investment manager of TIAA, and the TIAA ...
Almost nine in ten 401(k) plan participants believe employers have a responsibility to help ensure retirement income security, according to a survey by Nuveen and the TIAA Institute.. An overwhelming ...
Here are six Social Security myths debunked: Though the solvency of the Social Security program is an ongoing topic of ...
Angelica Leicht is the senior editor for the Managing Your Money section for CBSNews.com, where she writes and edits articles on a range of personal finance topics. Angelica previously held editing ...