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Retirement Planning > Retirement Investing

Six 'Must Reads' on Retirement Income

By Ed McCarthy, CFP, RICP

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Rating Retirement Advice: A Critical Assessment of Retirement Planning Software

This working paper by John A. Turner for the Pension Research Council develops a rating system for Internet-based free retirement planning software that assumes unsophisticated users.

The rating system takes into account two of the most important sources of retirement income, Social Security and investments, and the two main determinants of retirement income needs: the length of the planning period and the target replacement rate or target retirement income.

Vanguard Says Rapid Growth of Target-Date Funds Indicator of Their Importance in Retirement Savings

The new Vanguard study, Target-Date Fund Adoption in 2009, reports a significant increase in the use of target-date funds in retirement plans. Vanguard believes the funds resonate with plan sponsors and participants because of their simplified approach to investment decision-making.

Business Owner & Key Employee Benefits in Today’s Economic Environment

A white paper from Principal Financial Group that shows how working with small- to medium-sized businesses can present numerous opportunities for financial professionals. Three distinct audiences present the most opportunity for you – affluent key employees and business owners, as well as the business itself.

Spending in Retirement: Two Perspectives

How much do workers expect to spend in retirement? How does that compare with what retirees report they actually spend? The Employee Benefits Research Institute’s 2010 Retirement Confidence survey answers these and other retirement-related questions.

401(K) Balances Up 55 Percent in One Year from 2009 Market Bottom

Fidelity Investments 401(k) highlights from the first quarter of 2010 that showed strong account balance growth and performance for participants that stayed the course over the past 12 months of market recovery.

Morningstar Target-Date Series Research Paper: 2010 Industry Survey

The survey documents trends in target-date fund design, costs, and asset flows since the 2008 market downturn as well as target-date strengths, weaknesses, and returns to investors. It also offers an examination of target-date fund disclosure, and an analysis of the performance of fund series using proprietary, or in-house, versus independent managers in target-date fund construction.

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