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.
'07 Immediate Annuity Sales Rose 16.2%
By Jeremy AlexanderImmediate annuities, a small but growing part of the United States fixed annuity market, accounted for just 11.1% ($7.2 billion) of estimated total sales in ...
March 18, 2008
Fidelity's Advisor 401(k) Platform BoomsFidelity's Advisor 401(k) platform is booming. The platform, offered via third-party advisors to small- and mid-sized companies, recorded record growth in 2007, Fidelity says, with total...
March 13, 2008
Older Workers Span Risk Tolerance SpectrumU.S. residents born in the early and middle baby boom years are about evenly divided when it comes to how much variation in investment performance ...
March 13, 2008
Older Workers Span Risk Tolerance SpectrumU.S. residents born in the early and middle baby boom years are about evenly divided when it comes to how much variation in investment performance ...
March 01, 2008
Editorial Comment: The last big change in 401(k)? No wayIf you think that automatic enrollment available inside of defined contribution plans is the last big change you'll see in these plans for the foreseeable future, think again.
March 01, 2008
The Age of Enlightenment"Am I set for retirement?" the baby boomer client asked his financial advisor in their first meeting. "I've been writing checks for $3,000 a month...
March 01, 2008
Crossing the 'Ts'Burk and Julie Rosenthal remember the day when they sat down with their client to discuss the 72(t) distribution plan he had already begun. He...
February 29, 2008
Editorial Comment: The last big change in 401(k)? No wayIf you think that automatic enrollment available inside of defined contribution plans is the last big change you'll see in these plans for the foreseeable future, think again.