Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Industry Groups to DOL: ‘Clarify’ Fiduciary IRA Request
By Melanie WaddellIndustry trade groups told the DOL in a Jan. 12 letter that it would be impossible for them to provide data concerning conflicts of interests that brokers face in advising IRAs by Jan. 15.
January 12, 2012
Dog Bites Man! TDFs Fail ExpectationsTarget date funds, already the subject of controversy for failing to deliver promised returns, took another turn for the worse in 2011.
January 12, 2012
Providers of 403(b) Plans Gear Up for Regulatory ChallengesProviders of 403(b) plans that are subject to ERISA will face regulatory challenges this yearnamely complying with the Department of Labors fee disclosure rule as well as the expanded Form 5500 reporting requirements.
January 09, 2012
Best 10 Investment Picks for 2012: Morgan StanleyMorgan's Global Investment Committee released a list of 10 investment opportunities it believes offer attractive valuation and other attributes fitting to the times.
January 05, 2012
DOL to AdvisorOne: Department ‘Has Not Signaled’ Extension of April 1 Fee Disclosure DeadlineWhile rumors were flying that Labors Employee Benefits Security Administration planned to push back the April 1 deadline for compliance with its fee disclosure regulations, a DOL spokesman told AdvisorOne on Thursday that the department had 'not signaled' that the deadline would be extended.
January 04, 2012
N.Y. Life Retirement Plan Services Announces Benchmark ToolNew York Life Retirement Plan Services announced Wednesday the availability of a new service powered by Anova Consulting Group, a financial services market research and sales training firm, that it says will help retirement plan advisors assess client satisfaction and measure themselves against peers.
January 02, 2012
Top 10 Worst States for Workers in Retirement PlansThe Employee Benefit Research Institute uncovered a disturbing trendwell, disturbing to anyone who hopes to retire someday.
December 31, 2011
Reversionary Annuities: A Low-Cost Way to Protect Surviving Beneficiaries?Reversionary annuities are a low-cost way to ensure that a surviving beneficiary will have adequate income after the death of another.