Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Four Retirement Plan Features Employers Need to Emphasize
By Danielle AndrusEmployees are in need of simple, straightforward guidance regarding their retirement plans, a survey released Wednesday by State Street Global Advisors found.
January 24, 2012
Society of Actuaries Releases Two Consumer Retirement BriefsAs part of its Managing Retirement Decisions series, the Society of Actuaries released two retirement planning briefs in December in order to help consumers deal with some of the challenges.
January 23, 2012
Target-Date Funds Beat Q3 Returns, End 2011 Down: IbbotsonTarget-date funds struggled to recover from volatility left over from a 'very tough third quarter,' according to the Ibbotson Target Maturity Report, released Monday.
January 20, 2012
How to Prepare Now for Sharply Rising Tax RatesAffluent investors are likely to face double- and even triple-digit increases in tax rates in 2013, but a new whitepaper offers tips on planning for this eventuality.
January 19, 2012
6 Critical Trends for Retirement Plans in 2012Lincoln Trust released a report on six megatrends that would affect the retirement plan industry in 2012.
January 18, 2012
Top 25 Fastest Growing Fund ManagersQuite a few of the top 25 fastest growing fund managers for last year came from boutique firms, according to Strategic Insights Simfund database.
January 17, 2012
401(k)s: Average Small Plan Expenses Exceed Large Plans’ CostsAverage expenses for small retirement plans are 1.3%, according to the 401k Averages Book, which published the 12th edition of its annual benchmark report on 401(k) fees on Tuesday.
January 16, 2012
Raising Age for Social Security, Medicare Would Cut Both Ways: CBOThe CBO released three projections for raising various eligibility ages, and they showed spending would be reduced but so would access to health care.