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.
401(k) Auto Enrollment And Contributions On The Rise
By Trevor ThomasTwo new studies suggest that automatic enrollment is gaining increasing acceptance as an effective way to encourage employees to increase their savings for retirement.One study, ...
November 07, 2007
Rearchers: Auto Enrollment Is Making A DifferenceEarly results suggest that efforts to encourage employers to enroll workers in 401(k) plans by default is increasing savings without angering the workers.Researchers at Fidelity ...
November 01, 2007
The house doesn't always win"Tap into your home equity and retire happy and satisfied!" Sound familiar? It should. Chances are that some of your advisors are touting reverse mortgages as a panacea to the widening consumer savings gap. But before you leave skid marks on the
November 01, 2007
Executive Calls On Advisors To Rescue WorkersFinancial professionals should promote automatic 401(k) plan enrollment and other strategies to save Americans from a looming retirement income shortfall.Norman Malo, president National Financial Services ...
November 01, 2007
Conversation ObligationFinancial planners want products and services that will facilitate discussions regarding retirement income planning with their clients, according to a new Financial Planning Association study...
October 31, 2007
The house doesn't always win"Tap into your home equity and retire happy and satisfied!" Sound familiar? It should. Chances are that some of your advisors are touting reverse mortgages as a panacea to the widening consumer savings gap. But before you leave skid marks on the
October 23, 2007
A DB Plan Partner for Small BusinessesWhile defined benefit plans are now almost extinct in the large corporate space, they're alive and kicking in America's small business world, according to Karen Shapiro, co-founder and CEO of San Mateo, California-based Dedicated Defined Benefits Services.
October 16, 2007
What keeps Ed Slott going?Ed Slott: First, I love what I do. Without that commitment and passion I could not possibly keep the travel schedule that I do. I love to meet advisors and hear their success stories. I know many of them personally and see them numerous times a year