Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Gen X Drew Financial Short Stick: Financial Finesse
By Danielle AndrusGen Xers between the ages of 30 and 44 have suffered from market downturns and are generally worse off than millennials and boomers, says a new Financial Finesse study.
December 12, 2012
Top 30 401(k) Plans of 2012Brightscope, which provides retirement plan ratings and investment research, released its fourth annual Top 30 401(k) plans with more than $1 billion in assets.
December 12, 2012
John Hancock Financial Network rolls out revised income planning programALSO: industry news from Futurity First unit 401(k) Marketing and Great-West Financial.
December 12, 2012
John Hancock Financial Network rolls out revised income planning programALSO: industry news from Futurity First unit 401(k) Marketing and Great-West Financial.
December 11, 2012
Employer-Sponsored 401(k) Plans Would Drop ‘Significantly’ if Tax Treatment Curtailed: StudyA new report has found that curtailing the current U.S. tax treatment of contributions that workers and their employers make to 401(k) plans will significantly reduce employers willingness to sponsor plans.
December 10, 2012
Warning on VAs to Advisors: Be Afraid. Be Very Afraid.Glenn Daily, insurance expert and variable annuity dissenter, says the complexity of these products guaranteed benefits is beyond most advisors ability to assess.
December 07, 2012
Borzi: DOL to Offer New Version of Fiduciary Rule in ‘Several Months’The DOL plans to repropose its controversial rule to amend the definition of fiduciary under ERISA in several months, Phyllis Borzi the DOLs EBSA, told AdvisorOne on Friday.
December 07, 2012
11 Senators Unite on Resolution to Protect Retirement Tax IncentivesWith fiscal cliff negotiations putting tax incentives for retirement savings potentially on the chopping block, 11 senators have voiced their support for the employer-based retirement system by joining forces on a Sense of the Congress resolution.