Saving for Retirement
Learn about traditional and new methods of saving for retirement, including products and ideas on how advisors can help clients save for retirement.
Defined contribution plans: Three options beyond the 401(k)
By Louis R. Richey, Stephen AbramsonMost benefits managers think of dc plans as being synonymous with 401(k)-type plans, but employers may want to consider other types of dc plans.
December 30, 2014
Outlook 2015: Annuity trendsProactive approaches that raise awareness and educate can also build your business.
December 24, 2014
Reverse Mortgages: Your Client’s Last Option, or Best Hope?Reverse mortgagesthey are the last thing that your clients would ever want, and they are the first thing they need as a last resort.
December 22, 2014
Millennials Aren't Meeting Their Match (in 401(k)s)Millennials are increasingly enrolling in their company 401(k), but many aren't showing up on payday for the free money.
December 22, 2014
In a First, Plan Sponsors Say Top Priority Is Retiree OutcomesRetirement plan sponsors are taking a greater interest in their participants retirement outcomes, according to Fidelity's fifth annual Plan Sponsor Attitudes survey.
December 22, 2014
The risk of pension plans: They give retirees false securityAs the recently passed $1.1 trillion spending bill makes clear, pension plans can only kick the can down the road for so long.
December 17, 2014
30 Best Big 401(k) Plans: BrightScopeThese $1 billion-plus 401(k) plans saw higher participation, deferral rates and average balances in 2014.
December 17, 2014
Making a pension last over retirees' increasing golden yearsLiving longer makes the longevity of retirement nest eggs a chief concern for those on fixed incomes like pensioners.