Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Top Portfolio Products: New Options From RetireUp and Guardian Insurance
By Marlene Y. SatterA new database from Stanford Law School and Sullivan & Cromwell could help advisors stay compliant with the Foreign Corrupt Practices Act.
February 19, 2016
Big Investors Shun Passive Strategies Amid Volatility: CerulliInstitutional investors are cooling on pure-beta and passive strategies in favor of actively managed strategies with low or no correlations, according to Cerulli Associates.
February 19, 2016
DOL Investigating Fortune 500’s Pension Payment PracticesMany "missing" plan participants aren't tracked down when they reach age 70 and are owed benefit payments, Morgan Lewis & Bockius attorneys say.
February 18, 2016
How to Improve DC Plans for Better Retiree Outcomes: SEIEighty-four percent of plan sponsors aren't confident their plans can meet workers' retirement needs, according to a survey by SEI.
February 18, 2016
CBO Issues Dramatic Corrections to Social Security Replacement RatesThe average income replacement rate for retirees born in the 1940s is 43%, not 60% as the CBO reported in December, according to revised data.
February 18, 2016
RIIA, Retirement Income Group, Updates WebsiteAdvisors and others can turn to the RIIA site for easy access to resources and discussion forums.
February 18, 2016
In-Person Interaction Beats Online Education for Financial WellnessIn-person interactions are much more impactful for clients than online education in achieving financial wellness, according to Liz Davidson, CEO of Financial Finesse.
February 17, 2016
Chamber of Commerce May Sue Over DOL Fiduciary RuleThe lobbying group says it may sue or seek legislation if the final rule fails to address "significant concerns" raised during the comment period.