Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Middle-Income Retirees Least Likely to Prefer Annuities: EBRI
By Danielle AndrusA report by EBRI breaks down who is most likely to buy annuities.
February 12, 2017
Gabelli Launches Food of All Nations Fund: Top Portfolio ProductsIn other product news, DoubleLine launches the DoubleLine Shiller Enhanced International CAPE Fund.
February 09, 2017
Congressmen Aim to Block Obama-Era Retirement RulesTwo Republican congressmen have introduced resolutions to block an Obama administration regulation that allowed state-administered IRA plans to avoid ERISA coverage.
February 09, 2017
Labor Pick Puzder’s Nomination Hearing Set for Feb. 16Acting Labor Secretary Hugler likely will soon act to postpone the fiduciary rules April 10 compliance date, says Wagner attorney Tom Clark.
February 08, 2017
DOL Wins Fiduciary Rule Case in TexasCongress "gave the DOL broad discretion" to protect retirement investors, the decision says.
February 07, 2017
4 Alternative Funds Win Medalist Rating: MorningstarThe research firm says these Bronze funds have specialized expertise guiding their powerful strategies.
February 07, 2017
Sen. Warren: Fiduciary Rule Delay Would Hurt Financial Services FirmsDelay would be a slap in the face to financial services companies that have already invested in compliance, Warren tells acting DOL Secretary Edward Hugler.
February 06, 2017
TDFs’ Underlying Funds May Not Meet Plan Sponsors’ IPS StandardsJanus finds some plan sponsors aren't vetting the underlying funds in TDFs closely enough.