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.
Boomers squeezed by care obligations
By staff WriterThe "Sandwich Generation" is not the name of a restaurant or deli -- though perhaps it should be. It is the term coined to describe baby boomers in the unenviable position of caring for their own children and for their parents,
May 28, 2008
Boomer basicsWho are the boomers?: There are approximately 78 million boomers, or individuals born between 1946 and 1964, and this generation is approaching retirement. Boomers will...
May 20, 2008
Program Highlights Financial GapsPrincipal Financial Group Inc. has developed a system that can help employee benefit plan participants identify retirement savings shortfalls and other financial weaknesses.The My Principal ...
May 15, 2008
Streamlining disclosure for investorsIn an effort to minimize increasing fulfillment costs, fund companies have been combining multiple fund prospectuses into a phone-book-sized "one-size-fits-all" document distributed in a single mass mailing. What began as a noble effort to inform
May 08, 2008
A Need to Work TogetherThe government and policymakers must work together if the 401(k) plan is going to remain the dominant private-sector device for retirement savings, said Paul Schott...
May 01, 2008
Panel Says Advisors Should Ask Clients Tough Questions On Saving"There is a problem in this country and it is called consumerism," warned Jeff Daniher, a certified financial planner with Ritter Daniher Financial Advisory, Cincinnati.
May 01, 2008
Editorial Comment: Dare To DreamHow can advisors make the most of the retirement income opportunity?
May 01, 2008
NEWS & PRODUCTS, MAY 2008According to recent data released by the Employee Benefits Research Institute (EBRI), for fiscal year 2009, employee benefits-related tax expenditures ($347.9 billion) will account for...