Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Strong Equities Drive Pension Funded Status Increase in June
By Danielle AndrusPension funded status rose nearly two percentage points to 71.6% in June after falling dramatically in April and May, BNY Mellon reported on Thursday.
June 28, 2012
What’s on the Retirement-Plan Menu?Given market and other conditions, its a great time to ask your best clients if you can help them make better investment decisions in their company-retirement plan account.
June 28, 2012
Student Loan Rate Hike Averted in Highway Bill CompromiseA bipartisan agreement was reached late Wednesday on a federal highway bill that includes provisions to prevent student loan rates from doubling and makes adjustments to defined benefit funding requirements.
June 27, 2012
Vanguard: Retirement Plan Participants Want Diversified, Professionally Managed HelpForget doing it yourself. One-third of all Vanguard 401(k) plan participants invested their entire account balance in a professionally managed asset allocation and investment option in 2011.
June 26, 2012
Adrift on the Income StreamPerhaps the single most important issue on the minds of retirees today is how to maximize income during their golden years.
June 26, 2012
Ex-EBSA Head Sees No Fiduciary Plan Before ElectionBrad Campbell, the former head of EBSA, predicted Tuesday that the DOL wont release its reproposed fiduciary rule until after the presidential election in November.
June 25, 2012
IRI Research to Serve as ‘Backbone’ to One-Stop Licensing ClearinghouseIRI announced Monday a new research initiative to identify regulatory burdens facing BDs that impede their abilityand their advisors willingnessto sell lifetime income products.
June 22, 2012
Pension Funding Proposal Could Lower Contributions Initially, Increase Over Time: SOAThe Society of Actuaries released in June a report on provisions in a law that would affect pension funding requirements in private, single-employer defined benefit plans.