Retirement InSight and Trends
Retirement readiness and income planning insights for retirement advisors.
Lori Bitter, Business of Aging Editor’s note: This article is an adaptation of the live webinar delivered by Lori Bitter in 2019. Her comments have been edited for clarity and length. You can read the summary article here as part of the March 2019 Retirement InSight and Trends Newsletter, worth 1.0 CE when read in …
Robert Laura, CRPC Editor’s note: This article is an adaptation of the live webinar delivered by Robert Laura 2019. His comments have been edited for clarity and length. You can read the summary article here as part of the January 2019 Retirement InSight and Trends Newsletter, worth 1.0 CE when read in its entirety (after …
Paul Malley, President of Aging with Dignity Editor’s note: This article is an adaptation of the live webinar delivered by Paul Malley in 2019. His comments have been edited for clarity and length. You can read the summary article here as part of the January 2019 Retirement InSight and Trends Newsletter, worth 1.0 CE when …
Wade D. Pfau, Ph.D., CFA, Professor of Retirement Income for the American College of Financial Services Editor’s note: This article is an adaptation of the live webinar delivered by Wade Pfau in 2018. His comments have been edited for clarity and length. You can read the summary article here as part of the June 2018 …
Sudipto Banerjee, Ph.D. Employee Benefit Research Institute (EBRI) Editor’s note: This article is an exerpt from EBRI Employee Benefit Research Institute Issue Brief, November. 2015, NO. 420 .. You can read the summary article here as part of the April 2017 Retirement InSight and Trends Newsletter, worth 1.0 CE when read in its entirety (after …
The following is an excerpt from the March 2016 GAO Report to Congressional Requesters, RETIREMENT SECURITY – Better Information on Income Replacement Rates Needed to Help Workers Plan for Retirement. Why GAO Did This Study Part of the Department of Labor’s (DOL) mission is to promote the retirement security of America’s workers, a goal that has …
Sandra Timmermann, EdD – Gerontologist, Successful Aging in Retirement Expert Editor’s note: This article is an adaptation of the live webinar delivered by Sandra Timmerman in 2026. Her comments have been edited for clarity and length. You can read the summary article here as part of the July 2016 Retirement InSight and Trends Newsletter, worth …
Michael Sullivan – Retirement Communications Expert Editor’s note: This article is an adaptation of the live webinar delivered by Michael Sullivan in 2015. His comments have been edited for clarity and length. You can read the summary article here as part of the December 2015 Retirement InSight and Trends Newsletter, worth 1.0 CE when read …
David M. Blanchett, PhD, CFA, CFP®, Head of Retirement Research, PGIM DC Solutions Editor’s note: This article is an adaptation of the live webinar delivered by David Blanchett in 2015. His comments have been edited for clarity and length. You can read the summary article here as part of the June 2015 Retirement InSight and …
John E. Nelson – Purposeful Retirement Advocate, Author & Coachs Editor’s note: This article is an adaptation of the live webinar delivered by John Nelson in 2015. His comments have been edited for clarity and length. You can read the summary article here as part of the June 2015 Retirement InSight and Trends Newsletter, worth …
Sandra Timmermann, EdD – Gerontologist, Successful Aging in Retirement Expert Editor’s note: Sandy and I met about ten years ago while serving on a Society of Actuaries’ Post Retirement and Needs Committee project. She directed the MetLife Mature Market Institute for 17 years, and has unique insights into both the gerontology and financial aspects of meeting the …
John E. Nelson – Purposeful Retirement Advocate, Author & Coachs Editor’s note: When I graduated from college with a finance degree – a LONG time ago – I purchased the book “What Color is Your Parachute?” to help me determine which area of finance I wanted to pursue. I loved the practicality of the book …
Receive future quarterly issues to your in-box