Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Cultural Influences Affect Retirement Planning and Decision-Making: ING Study
By Michael S. FischerThe study reported that all populations found retirement planning to be a daunting task. However, Hispanics felt the least prepared, with 54% saying they felt not very or not at all prepared.
February 01, 2012
Delivering Results in Volatile TimesThe financial markets movement in 2011 led many investors to seek stable income and steady business models; midstream MLPs and other partnerships benefitted from that interest.
January 30, 2012
Rollovers Drive Increase in IRA Market ShareCerulli Associates announced Monday that total assets in the U.S. retirement market, including public and private defined-contribution, defined-benefit and individual retirement account markets, increased 9.6% in 2010 to $15.8 trillion.
January 30, 2012
Law Associations, Industry Groups Support Older Americans Act of 2011The National Academy of Elder Law Attorneys, a professional association of attorneys dedicated to improving the quality of legal services provided to the elderly and people with special needs, announced on Monday their support for Sen. Bernie Sanders, I-Vt., bill to reauthorize the Older Americans Act.
January 30, 2012
State Retirement Assets Up 10% in 2010: Census BureauRetirement assets in public employee systems increased more than 10% in 2010 to $2.2 trillion, the U.S. Census Bureau reported on Jan. 26.
January 27, 2012
Employers’ Confidence in Workers’ Retirement Readiness Suffers Dramatic DropDespite efforts to help workers improve their retirement security through features like automation, a report from Aon Hewitt released Wednesday found that just 4% of employers are very confident about their employees chance at a secure retirement, down from 30% in 2011.
January 27, 2012
Security Benefit, Mesirow Financial Team Up on Fiduciary ServiceSecurity Benefit and Mesirow Financial Investment Management Inc. recently joined forces to help employers offer a retirement plan for their employees, and to assume the fiduciary role of selecting investments for participants.
January 26, 2012
401(k)s to Overtake Pensions as Primary Retirement Vehicle in 2012: State StreetIn 2012, more people will save for retirement in 401(k)-type plans than in traditional pensions, which means employees need better guidance from plan sponsors, says State Street Global Advisors.