Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Treasury Set to Issue Lifetime Income Guidance; DOL to Follow
By Melanie WaddellThe Treasury Department plans to release soon guidance for employers on how best to integrate lifetime income products into 401(k)s and other employer-sponsored retirement plans, while the Department of Labor plans to follow with similar guidance early next year.
October 04, 2011
Re-Enrollment, Target-Date Funds Protect Retirement Plan FiduciariesRetirement plan sponsors may offer prudently selected mutual funds and investment education on the false assumption that plan participants know how to invest their funds.
October 04, 2011
Private Sector Retirement Wealth Comparable to Public Sector SavingsA new issue brief from The Center for Retirement Research at Boston College compares retirement wealth for private employees versus their state and local government counterparts.
October 01, 2011
POINT: Rising Dividends for Retirement IncomeThe topic of retirement income is on the top of most advisors minds these days.
October 01, 2011
COUNTERPOINT: Building a Personal Pension PortfolioBaby boomers continue to impact our nation.
September 30, 2011
Ameriprise Sued by Employees Over 401(k) LossesIn further controversy over the use of proprietary products, members of Ameriprise Financial Inc.'s 401(k) plan filed a proposed class action in Minnesota on Wednesday claiming they lost $20 million in investments.
September 30, 2011
Advisors Set to Capitalize on 403(b) Market's Growth, Cerulli SaysNew regulations that are shifting the 403(b) market present new opportunities for advisors, TPAs, and investment only asset managers, according to new research by Cerulli Associates.
September 29, 2011
How a Freethinking Economist Saved Your Retirement PortfolioResearch by economist Richard Thaler, a professor at the University of Chicago, has nudged vast numbers of Americans to a higher savings rate.