At Retirement, Would You Pick $500,000 Payout or $2,700 a Month for Life?
TIAA survey of employers reveals what workers would choose for retirement: lump sum payout or lifetime income?
August 16, 2018 at 02:15 PM
4 minute read
Retirement InvestingThe original version of this story was published on Law.com
According to a TIAA survey reported Thursday, 51% of all employers thought their workers would prefer to receive $2,700 a month for life rather than a $500,000 lump sum at retirement. They appear to be right. An earlier TIAA study showed that 62% of employees would make the same choice.
Nonprofits in the new poll were twice as likely as corporate, for-profits to believe their employees would prefer monthly lifetime income over a lump sum.
However, the reality for employees is that few have access to guaranteed options, TIAA said.
Only 12% of the surveyed employers offered annuities as retirement income options for retirement savings. Instead, nearly a third offered target date funds and mutual funds and a fifth stable value funds — all of which, TIAA noted, rely on spending down assets and none of which create a guaranteed income stream.
(Related: 12 Best States for Retirement: 2018)
Fifty-seven percent of respondents said they expected employees to generate retirement income through systematic and lump sum withdrawals — distribution options that are not guaranteed.
Twenty-seven percent said they did not know how their employees would generate income, and just 14% expected their workers to do so from an in-plan annuity.
Nonprofit plan sponsors were likelier than their for-profit counterparts to advocate for their employees to put their savings into an investment offering lifetime income distributions at retirement.
"Retirement is a critical financial pillar in our country," said Doug Chittenden, executive vice president and president of institutional retirement at TIAA. "We must make it easier for employers to add lifetime income options to their retirement plans, not only to help today's employees reduce their financial risk, but to ensure the financial well-being of generations to come, and support the overall economic health of our society."
In its statement, TIAA said it supported regulatory and legislative initiatives to make it easier for all employers to offer lifetime income options to employees.
A 2017 TIAA survey found that 71% of individuals backed legislation to make it easier for employer-based retirement plans to include lifetime income products, such as annuities, as investment options.
TIAA recently co-founded the Alliance for Lifetime Income, a nonprofit effort to help address the risk of Americans outliving their income.
KRC Research conducted a telephone survey with 1,001 plans sponsors from nonprofit and corporate, for-profit employers from March 5 to April 17.
Employers Worried Employees Won't Have Enough for Retirement
About half of plan sponsors from nonprofit and for-profit organizations in the survey say they are only somewhat confident in their employees' retirement futures, and a fifth purport not to be at all confident.
Ninety-one percent of respondents cited rising healthcare costs and 77% the prospect of employees outliving their retirement savings as their biggest concerns.
How are plan sponsors addressing this situation? "Surprisingly few" have created retirement plan offerings to solve these challenges, according to TIAA.
Three-quarters of employers surveyed also worried that many of their employees were not saving enough and 55% that they were choosing not to participate in a retirement plan.
Besides concern for their employees' retirement futures, three in five respondents said budget constraints and attracting and retaining talent were also significant issues in managing their workforce.
"While plan sponsors face a number of workforce challenges, employees outliving their retirement savings is a top concern," Chittenden, executive vice president and president of institutional retirement at TIAA, said in a statement.
"Creating a diversified retirement benefits menu that includes a lifetime income option will not only help ensure employees have enough money to cover basic expenses in retirement, it can also help alleviate the stress of rising healthcare costs."
Improving Retirement Outcomes
While creating the right investment menu is important to improving the outlook for employee retirement, the survey revealed several opportunities for plan sponsors to consider in their effort to improve the outlook for employee retirement:
- Analyzing workforce demographics and employee retirement for insights about employees' demographics, behaviors and overall retirement readiness
- Work with retirement plan providers to offer free financial advice, education and retirement planning tools to improve employee engagement and build financial literacy
- Educate employees about healthcare costs in retirement and consider offering a retiree healthcare savings option
- Revisit plan design and restructure the plan match formula to help increase savings
— Related: 12 Best States for Retirement: 2018
NOT FOR REPRINT
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
You Might Like
View AllTrending Stories
- 1Gibson Dunn Sued By Crypto Client After Lateral Hire Causes Conflict of Interest
- 2Trump's Solicitor General Expected to 'Flip' Prelogar's Positions at Supreme Court
- 3Pharmacy Lawyers See Promise in NY Regulator's Curbs on PBM Industry
- 4Outgoing USPTO Director Kathi Vidal: ‘We All Want the Country to Be in a Better Place’
- 5Supreme Court Will Review Constitutionality Of FCC's Universal Service Fund
Who Got The Work
Michael G. Bongiorno, Andrew Scott Dulberg and Elizabeth E. Driscoll from Wilmer Cutler Pickering Hale and Dorr have stepped in to represent Symbotic Inc., an A.I.-enabled technology platform that focuses on increasing supply chain efficiency, and other defendants in a pending shareholder derivative lawsuit. The case, filed Oct. 2 in Massachusetts District Court by the Brown Law Firm on behalf of Stephen Austen, accuses certain officers and directors of misleading investors in regard to Symbotic's potential for margin growth by failing to disclose that the company was not equipped to timely deploy its systems or manage expenses through project delays. The case, assigned to U.S. District Judge Nathaniel M. Gorton, is 1:24-cv-12522, Austen v. Cohen et al.
Who Got The Work
Edmund Polubinski and Marie Killmond of Davis Polk & Wardwell have entered appearances for data platform software development company MongoDB and other defendants in a pending shareholder derivative lawsuit. The action, filed Oct. 7 in New York Southern District Court by the Brown Law Firm, accuses the company's directors and/or officers of falsely expressing confidence in the company’s restructuring of its sales incentive plan and downplaying the severity of decreases in its upfront commitments. The case is 1:24-cv-07594, Roy v. Ittycheria et al.
Who Got The Work
Amy O. Bruchs and Kurt F. Ellison of Michael Best & Friedrich have entered appearances for Epic Systems Corp. in a pending employment discrimination lawsuit. The suit was filed Sept. 7 in Wisconsin Western District Court by Levine Eisberner LLC and Siri & Glimstad on behalf of a project manager who claims that he was wrongfully terminated after applying for a religious exemption to the defendant's COVID-19 vaccine mandate. The case, assigned to U.S. Magistrate Judge Anita Marie Boor, is 3:24-cv-00630, Secker, Nathan v. Epic Systems Corporation.
Who Got The Work
David X. Sullivan, Thomas J. Finn and Gregory A. Hall from McCarter & English have entered appearances for Sunrun Installation Services in a pending civil rights lawsuit. The complaint was filed Sept. 4 in Connecticut District Court by attorney Robert M. Berke on behalf of former employee George Edward Steins, who was arrested and charged with employing an unregistered home improvement salesperson. The complaint alleges that had Sunrun informed the Connecticut Department of Consumer Protection that the plaintiff's employment had ended in 2017 and that he no longer held Sunrun's home improvement contractor license, he would not have been hit with charges, which were dismissed in May 2024. The case, assigned to U.S. District Judge Jeffrey A. Meyer, is 3:24-cv-01423, Steins v. Sunrun, Inc. et al.
Who Got The Work
Greenberg Traurig shareholder Joshua L. Raskin has entered an appearance for boohoo.com UK Ltd. in a pending patent infringement lawsuit. The suit, filed Sept. 3 in Texas Eastern District Court by Rozier Hardt McDonough on behalf of Alto Dynamics, asserts five patents related to an online shopping platform. The case, assigned to U.S. District Judge Rodney Gilstrap, is 2:24-cv-00719, Alto Dynamics, LLC v. boohoo.com UK Limited.
Featured Firms
Law Offices of Gary Martin Hays & Associates, P.C.
(470) 294-1674
Law Offices of Mark E. Salomone
(857) 444-6468
Smith & Hassler
(713) 739-1250