Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Small Professional Firms Struggle with Regulatory Requirements
By Michael K. StanleyA recent poll found that 84 percent of professional service firms, such as law offices, medical practices and consulting agencies, say compliance with regulations is their most prominent concern when they consider what type of retirement plans, if any, they will sponsor for their employees.
March 20, 2012
12 Retirement Planning Tips for MillennialsMillennials may be struggling to make ends meet more than half of those under age 30 are unemployed but they still need to think about their financial security, writes Jinnie Regli.
March 20, 2012
IRS Makes It Easier to Buy Deferred Annuities With Retirement Plan DollarsFor clients who want to purchase deferred annuities within their retirement plans, the IRS reporting requirements have historically been so confusing that theyve served as a big deterrent. Recent guidance from the IRS has solved this problem.
March 19, 2012
At ASPPA, TD Ameritrade Shows Focus on Retirement SpaceAt ASPPA 401(k) Summit, TDAI looks to partner with advisors entering qualified plan business: The 'right place, right time' for advisors to get into the business.
March 19, 2012
Fiserv Launches Online Retirement Illustrator ToolFiserv announced Monday a new Web-based tool called Retirement Illustrator, a interactive retirement income planning tool for its affiliated advisors to forecast the range of performance outcomes of a retirement portfolio.
March 19, 2012
fi360, TRAU Join in Fiduciary, Retirement Education PlanBlaine Aikin, CEO of fi360, says advisors who complete the retirement modules through fi360 get credit toward the C(k)P, while TRAU students can work toward the AIF designation.
March 19, 2012
ASPPA’s Hoffman to Obama: Preserve Retirement Plan Tax BenefitsCraig Hoffman, ASPPAs general counsel and director of regulatory affairs, sat with AdvisorOne on Sunday for an exclusive interview at the organizations 401(k) summit in New Orleans.
March 19, 2012
The New Retirement Resorts (Wall Street Journal)Cottages, cruise ships and Costa Rica are among the alternatives to traditional assisted living.