Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Expense Ratios Fell on DC Plan Stock Mutual Funds in 2010: ICI
By Danielle AndrusParticipants in 401(k) plans paid lower expense ratios overall; plan sponsors 'are seeking and getting good value,' says ICI.
June 28, 2011
Target Date Funds’ Stock Holdings Are Too Risky: Putnam StudyA new Putnam Institute study says target date funds that are too aggressive in their exposure to stocks put retiring investors at risk.
June 27, 2011
Recession Still Haunts Americans Saving for Retirement: JPMorganMost Americans have pushed aside retirement savings in order to pay for monthly bills, according to new research from JPMorgan.
June 27, 2011
Wages, Retirement and Life Expectancy: If We’re Living Longer, Why Are We Saving Less?A recent study finds we’re living longer but saving less. Why that is so, and how to guide your clients on the best path.
June 22, 2011
MetLife Fills Reverse Mortgage Void to Hedge Against Insurance Industry ContractionMetLife is taking full advantage of the recent decisions by Wells Fargo and Bank of America to leave the reverse mortgage market. But industry watchers are wondering why.
June 21, 2011
Gen-Xers Fear Bleak Retirement, Survey FindsStudy from eRollover.com and Siena College finds 11% ‘very confident’ lifestyle will be retained.
June 20, 2011
Written Retirement Plans Help Increase Referrals, Asset ConcentrationWritten retirement plans aren’t just good for clients.
June 20, 2011
Big Gender Gap in Financial Knowledge, ConfidenceWomen still significantly lag behind men in their knowledge and confidence in virtually all areas of finance, even though the gap has narrowed since 2010, according to a report released June 15 by Financial Finesse.