Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
TDFs’ Underlying Funds May Not Meet Plan Sponsors’ IPS Standards
By Danielle AndrusJanus finds some plan sponsors aren't vetting the underlying funds in TDFs closely enough.
January 30, 2017
DOL Tries to Clarify QDIA Regs on Annuities in TDFsTDFs that feature annuities may be used as QDIAs in 401(k) plans, according to a Labor Department information letter.
January 30, 2017
Global Pension Assets Rose to $36.4T in 2016Pension funds worldwide made some progress against their headwinds in 2016, Roger Urwin of Willis Towers Watson said.
January 27, 2017
GMO’s Inker: Can Trump Save Economy From Hell, Purgatory or Limbo?Portfolio manager Ben Inker dissects the economic scenarios, none of them pleasant, that he says could guide the markets over the next four years.
January 27, 2017
DOL Fiduciary Rule to Spark More ETF Use Among Advisors: CerulliForty-five percent of advisors are planning to increase use of ETFs to comply with the DOL fiduciary rule, Cerulli reported.
January 19, 2017
Free College Tuition Plans Sprout in States as Feds Could Cut AidGet ready for potential changes in the college funding arena at the federal and state level, some good and some bad for borrowers.
January 19, 2017
Sen. Warren Questions Firms on Their DOL Fiduciary Prep Ahead of Possible DelayMeanwhile, a Consumer Federation of America report scrutinizes how brokerages and insurers market their salespeople as "advisors" while fighting the rule.
January 18, 2017
House Bill Would Let Students Pay Off Loans With 529 PlansThe legislation also would encourage companies to help employees save for college or for disability care via tax incentives.