Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Advisor Influence on Retirement Plan Sponsors Expected to Grow, Study Says
By Danielle AndrusDiversified, a retirement plan administrator, released a study Monday that predicts plan sponsors will rely more heavily on advisors as the demand for holistic planning services grows.
July 22, 2011
Americans Need Financial Plan B: State FarmAmericans do not have a back-up plan for their finances, State Farm says, and of those who do, 58% say it only exists in their head.
July 20, 2011
To Improve Target-Date Fund Performance, Folio Uses Relational DiversificationFolio Investing announced on Monday that since launching its suite of target-date funds in 2007, the average return for the 2010, 2020, 2030 and 2040 Moderate target-date folios was 1.13% higher per year than the average return for comparable target-date funds offered by three other mutual fund companies.
July 19, 2011
Optimism Drives Up Retirement Savings: The HartfordAmericans expect their personal finances to improve in the next year, and consequently are increasing their retirement savings, The Hartford announced Monday.
July 14, 2011
DFA Shows New Focus on Retirement Planning at Chicago ConferenceFund company rolls out ‘Managed DC’ product for U.S. market, following Bill Bradley speech on U.S. retirement challenges.
July 13, 2011
401(k) Provider Releases ‘All-In’ Fee CalculationLincoln Trust Co., a Denver-based third-party administrator, introduced the Personalized Expense Ratio (PER) Wednesday, which allows participants, plan sponsors, and advisors to see the actual cost of their plans without having to perform calculations themselves.
July 13, 2011
4 Key Retirement Issues to Watch in Debt NegotiationsWith negotiators on both sides of the aisle locked in what appears to be a free-for-all, caged death match with political opponents and their own bases, U.S. News & World Report’s Philip Moeller points to key issues on which advisors and retirees should focus in the debate over the nation’s...
July 08, 2011
DOL Agencies to Hold Regulatory Web ChatsOfficials representing seven of the DOL's agencies will host live Web chats during the week of July 11 to discuss their respective regulatory agendas