Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
DOL Fiduciary Plan a ‘Big Government Scheme’: House Lawmaker
By Melanie WaddellDOLs latest fiduciary proposal "will lead to the same harmful consequences as the first and should suffer the same fate," says Rep. Phil Roe, R-Tenn.
June 15, 2015
Most Americans Lack Basic Social Security Knowledge: MassMutual SurveyMassMutual gave 1,513 Americans a 10-question, true-or-false Social Security quiz. Only one got every answer right.
June 12, 2015
Managed Accounts Are Underutilized as Retirement Plan Defaults: Towers WatsonManaged accounts are allowed as a qualified default investment alternative in retirement plans, but they face significant challenges preventing them from overtaking target-date funds.
June 11, 2015
Vanguard: Auto-Enrollment Boosting Retirement SavingsRetirement plan participation is around 75%, up from two-thirds a decade ago, Vanguard reports.
June 10, 2015
Retirement Plan Participants Need You — Now!The same advisors who will fight tooth-and-nail for a 401(k) rollover have no advice for the existing company 401(k) plan. You can change that.
June 09, 2015
DOL Fiduciary Proposal Threatens Small-Biz Retirement Plans: U.S. ChamberFormer EBSA head Brad Campbell notes another potentially "significant" problem of DOL plan is requiring advisors to purchase "fiduciary insurance."
June 09, 2015
15 Best Paying Jobs for College Business Majors: 2015PayScale looks at popular careers for business majors and the salaries that can be expected.
June 08, 2015
The Retirement Spending Account: Annuity AlternativeA new retirement income productthe retirement spending accountcombines aspects of a traditional retirement savings vehicle and an annuity. Watch the pitfalls, however.