Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
5 Top Tips for Pension Risk-Management
By John SullivanA Mercer survey found a significant amount of concern among plan sponsors about their exposure to market risk, with 65% worried about the impact of future economic uncertainty and volatility.
January 09, 2012
Best 10 Investment Picks for 2012: Morgan StanleyMorgan's Global Investment Committee released a list of 10 investment opportunities it believes offer attractive valuation and other attributes fitting to the times.
January 05, 2012
DOL to AdvisorOne: Department ‘Has Not Signaled’ Extension of April 1 Fee Disclosure DeadlineWhile rumors were flying that Labors Employee Benefits Security Administration planned to push back the April 1 deadline for compliance with its fee disclosure regulations, a DOL spokesman told AdvisorOne on Thursday that the department had 'not signaled' that the deadline would be extended.
January 04, 2012
N.Y. Life Retirement Plan Services Announces Benchmark ToolNew York Life Retirement Plan Services announced Wednesday the availability of a new service powered by Anova Consulting Group, a financial services market research and sales training firm, that it says will help retirement plan advisors assess client satisfaction and measure themselves against peers.
January 02, 2012
Top 10 Worst States for Workers in Retirement PlansThe Employee Benefit Research Institute uncovered a disturbing trendwell, disturbing to anyone who hopes to retire someday.
December 31, 2011
Reversionary Annuities: A Low-Cost Way to Protect Surviving Beneficiaries?Reversionary annuities are a low-cost way to ensure that a surviving beneficiary will have adequate income after the death of another.
December 26, 2011
Retirement MasterAt 31, Marcia Mantell was thrilled to step into retirement. Not her own but the burgeoning financial services retirement industry. The year was 1992.
December 21, 2011
Outlook 2012: Annuities — Industry at Crossroads, With Weatherford, Greenwald, CortazzoThe fact that two major carriers in recent weeks have announced their exit from the annuity business should tell us all we need to know about the health and viability of the industry. If only it were that simple.