Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
MassMutual Introduces Pension Scorecard to Compare LDI, Traditional Portfolios
By Danielle AndrusMassMutual 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.
December 07, 2011
Social Security Reform Proposal From 2010 Gets Second LookFollowing the supercommittees failure to make recommendations on how to reduce the deficit, the Urban Institute released on Monday a paper analyzing the potential effects of the Commissions recommendations should they be enacted.
December 06, 2011
8 Moves Investors Should Make in 2012: Brinton EatonBrinton Eaton, a New Jersey-based wealth advisory firm, has some suggestions for investors for the coming year, starting with keeping the faith in equities and keeping a tight rein on emotions.
December 06, 2011
Are Target Date Funds the ‘Single Product Solution’?Yes, they remain popular, despite 2008, but they are not the income-producing Holy Grail of DC plans.
December 05, 2011
5 Solutions to Pension ProblemFailing to address the public pension crisis promptly would be economically catastrophic, triggering bankruptcies of cities, school systems and potentially even entire state governments.
December 02, 2011
Are Your Clients Saving Too Much for Retirement?Its an olde but goode; part of a perpetual debate. What is the appropriate replacement rate to target when saving for retirement?
December 01, 2011
Spectrem Identifies Rollover OpportunitiesThe amount of assets available for rollover increased 23% between 2007 and 2011, despite the financial crisis in 2008, a report by Spectrem Group found.
November 30, 2011
Pension Act Dramatically Increases Retirement Plan Participation: Fidelity AnalysisIn the five years since the Pension Protection Act was passed, the use of automatic enrollment in retirement plans has increased from 16% of participants to over 50%, Fidelity found in an analysis of the firms retirement plans.