Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Retirement Master
By Jane Wollman RusoffAt 31, Marcia Mantell was thrilled to step into retirement. Not her own but the burgeoning financial services retirement industry. The year was 1992.
December 20, 2011
Special Needs Planning, Pt. 3: Merrill Lynch Unveils Special Needs CalculatorA wheelchair-bound child's family gets financial advice and grows up to help others.
December 20, 2011
ASPPA to DOL: Extend Fee Disclosure Rule DeadlineThe American Society of Pension Professionals and Actuaries (ASPPA) is urging the Department of Labor to extend the deadline for complying with fee disclosure regulations as the department has yet to issue final guidance on either.
December 20, 2011
Top 30 401(k) Plans of 2011Brightscope on Tuesday released its third annual list of the best 401(k) plans for 2011, and some of the best plans were airline-related.
December 19, 2011
Special Needs Planning, Pt. 2: How Merrill Calculator Can Help Special Needs FamiliesFamilies with special needs children can use Merrill Lynch's calculator to determine the best way to use their money to provide care.
December 16, 2011
Special Needs Planning Special Report, Pt. 1: Merrill Releases a CalculatorMerrill Lynch on Thursday premiered a special needs calculator for the parents and caregivers of special needs individuals. The calculator is designed to assist in calculating the amount of money necessary to sustain a special needs person throughout life.
December 15, 2011
Recordkeeper Calls for Retirement Plan Revolution with 401(k) 'Manifesto'Invest n Retire, which specializes in offering ETFs to DC plans, released a white paper calling for a revolution in the retirement industry," based on a new structure designed around exclusively offering ETFs as investment options.
December 14, 2011
MassMutual Introduces Pension Scorecard to Compare LDI, Traditional PortfoliosMassMutual announced that it had launched a pension funding scorecard that allowed its defined-benefit plan sponsors and advisors to compare the quarter-by-quarter performance of a liability-driven investing portfolio with a traditional 60% equity/40% fixed income portfolio.