Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Using Retirement Plan Funds For Charitable Giving
By Stephanie ShermanAs financial advisors, we have the opportunity to work with clients who care about the ongoing support of philanthropic endeavors. Incorporating a client's philanthropy ...
November 09, 2005
Keep Inde Products SimpleInsurance products tied to the Consumer Price Index first appeared in 1968, with the introduction of The Cost of Living Policy. This was just ...
November 09, 2005
Why The 3Q Decrease In Inde Annuity Sales?In the first 9 months of 2005, indexed annuities continued making impressive sales gains and claimed an increased share of overall fixed annuity sales ...
November 08, 2005
Survey%3A COLI Use RisesMore companies are funding their executive retirement plans with corporate-owned life insurance policies.[@@]When researchers in the Los Angeles office of Clark Inc. surveyed Fortune ...
November 07, 2005
Researchers Say Typical Pension Shifts Hit BenefitsAn employer that moves a typical 40-year-old worker into a cash-balance pension plan, from a traditional defined benefit pension plan, could cut that worker's ...
November 04, 2005
BISYS Beefs Up Retirement Services TeamThe retirement services division at BISYS Group Inc. has hired John Farmakis Jr. to be senior vice president of business development.[@@]Farmakis, who will be ...
November 02, 2005
Rau To Lead 401kLoansThe developer of a Web-based retirement plan loan administration system has replaced its top executive.[@@]The company, 401kLoans L.L.C., St. Cloud, Minn., says Chuck Rau ...
November 02, 2005
Carriers Try To TakeL44-Boomers_annuities_tt--Slug--go page xx, with --188 linesBanner: ADVISING BOOMERSFlag:A recent ING survey found 42% of boomers say they are intimidated by annuities. That finding gets ...