Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Sen. Harkin Floats Bill to Help Charities, Co-Ops Offer Pensions
By Melanie WaddellSen. Tom Harkin, D-Iowa, chairman of the Senate Health Education Labor & Pensions (HELP) Committee, introduced legislation Tuesday that would make it easier for charities and cooperatives to continue to offer pensions to their employees.
July 15, 2013
Bag-Lady Specter Haunts Even Savvy Women’s RetirementDespite the fact that more women have significantly boosted their financial savvy since the financial crisis, they still worry that they'll run out of money in retirement, according to a just-released survey by Allianz Life.
July 15, 2013
AdvisorOne Is Now ThinkAdvisorWeve relaunched and renamed AdvisorOne, the premier site for advisor news and analysis, to ThinkAdvisor. The change reflects our sharpened focus on delivering to advisors the thought leadership they want and need at every stage of their career development.
July 11, 2013
Milevsky Warns: Beware of Annuity IgnoranceTodays sensationalized characterization of annuities as products of unremitting evil or of unsurpassed virtue completely misses some essential points of wisdom advisors need to know about properly using them, Moshe Milevsky says.
July 10, 2013
Advisors See Small 401(k)s as Ripe With OpportunityWhy? Ninety percent of plans have less than $10 million in assets, and their advisors worry less about becoming fiduciaries, according to Guardian Financial Services announced on Monday.
July 09, 2013
Half of Student Debt Holders Worry They Can’t PayWhile other types of debt have fallen since the recession, student loan debt has increased, and consumers are struggling to meet those obligations, according to a report published in June by the Urban Institute.
July 05, 2013
DC Plans vs. DB Plans: Who Won the EBRI Stress Test?The EBRI compared the likely benefits for participants in 401(k) plans, final-average defined benefit plans and cash balance plans.
July 04, 2013
Alicia Munnell: Make 401(k) Auto-Enrollment MandatorySeven years after Congress encouraged employers to auto-enroll workers in 401(k)s, the retirement fix has run out of steam, the Center for Retirement Research says.