Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Millennials Aren’t Meeting Their Match (in 401(k)s)
By Marlene Y. SatterAlmost 40% of younger millennials arent meeting the threshold for a full company DC plan match.
November 14, 2014
Retirement Spending Plans Should Follow Pension Strategy: RussellPensions funded ratio method offers a simple yet powerful percentage that most clients understand immediately, a Russell study says.
November 14, 2014
Lawmakers Air Concerns About DOL Fiduciary RedraftLawmakers air concerns about the upcoming DOL fiduciary redraft release, lay out plans to ensure next Congress keeps the current retirement planning tax incentives intact
November 14, 2014
Target-Date Funds’ Distorted Investing Strategy: Research AffiliatesResearcher Noah Beck says theres a much better portfolio strategy to use than target-date funds.
November 14, 2014
DOL to Hold January Hearing on Credit Suisse’s Retirement Plan Manager StatusDOL to hold public hearing to discuss QPAM status after Credit Suisse pleaded guilty to tax fraud.
November 12, 2014
IRS Clarifies IRA-to-IRA Rollover GuidanceMeanwhile, Ed Slott said rollovers were a "minefield" of "rules and traps" and named five areas where advisors commonly slip up.
November 11, 2014
SEC’s Enforcement Division ‘Here to Stay’ in Muni Bond MarketIts been a year of many firsts for enforcement and regulation in the municipal bond market, which has previously received little attention, says SECs Ceresney.
November 10, 2014
How to Maximize Post-Retirement Income: The PrinciplesProper sequencing of withdrawals from taxable accounts, tax-deferred accounts (IRAs and 401(k)s) and Roth accounts can make or break a clients retirement income plan.