Retirement

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Pension de-risking: Prepare now for future lump-sum window offers

Our Blog Aug 15, 2017 Abram Claude, Vice President, Value-Add Programs

Companies are increasingly offering lump-sum distributions to pension plan participants. But there’s a catch: There’s very little time to make a decision.

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Maximizing married life: 4 Social Security strategies for couples

Our Blog Jun 19, 2017 Abram Claude, Vice President, Value-Add Programs

Statistically, baby boomer women will outlive their husbands, and yet boomer men generally have higher Social Security benefits. A strategy that considers both spouses can maximize a couple’s benefits and set them up for the future.

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Politics: The biggest threat to retirement security?

Our Blog Oct 03, 2016 Abram Claude, Vice President, Value-Add Programs

With Washington targeting incentives that have made workplace retirement plans so popular, investors may be left asking, Is this smart policy?

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Investing for retirement: Focus on reliable income

Videos Jul 05, 2016 Colin Moore, Global Chief Investment Officer

Retirement investors often try to maximize the income they can generate from their portfolio. Colin Moore explains why they should focus on reliability instead.

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