Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Measuring Risk in Target-Date Funds
By Danielle AndrusTDFs explosive growth masks the fact that they are still in their infancy, said Rich Weiss of American Century Investments.
March 08, 2013
Clients Underestimate Retirement Income NeedsAmericans might be overlooking critical tenets of retirement planning, according to a new Schwab survey.
March 04, 2013
How to Use Participants’ Inertia Against Them for Retirement SuccessEven when employees are automatically enrolled in a retirement plan, their own behaviors can limit their success, said Dr. Greg Kasten of Unified Trust.
March 04, 2013
LPL Launches Platform to Improve 401(k)s for ParticipantsLPL Financial launched a retirement plan platform to help employers provide their workers with an improved 401(k) experience, the firm announced Monday.
March 03, 2013
Have 401(k)s Failed Investors?A panel of experts asked whether 401(k)s were a failed experiment at the 2013 NAPA/ASPPA 401(k) Summit in Las Vegas on Sunday.
March 01, 2013
Investors Prioritize Retirement, but Not PlanningAlthough half of Americans consider retirement a top priority, 58% do not have a formal retirement income and savings plan, according to a report by Deloitte.
February 28, 2013
Lincoln’s BD 401(k) Platform Combines Professional Management, Fiduciary ProtectionLincoln Trust is launching a retirement plan solution for BDs that combines 3(21) fiduciary protection and an investment lineup of risk-based asset allocation models.
February 27, 2013
4 ‘Boring’ Stocks That Consistently Pay DividendsIn the rough-and-tumble markets, a solid, conservative company might be exactly what certain clients are looking for.