Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The Great Retirement Rethink
By Ellen UzelacRetirement was once such a tidy thing. You worked, you saved, you retired. Not anymore. As an affluent investor in a new study by Hearts & Wallets puts it: I dont think retirement is the buzzword it once was. Okay, yeah right, retirement. Okay, yeah right, Ill win the lottery....
October 25, 2011
DOL's Borzi: Retirement Fiduciary Re-Proposal Out Early Next YearDOL plans to repropose its controversial rule amending the definition of fiduciary shortly after the first of the year, EBSA's Phyllis Borzi said Tuesday at ASPPA.
October 24, 2011
Putnam Introduces Funds, Tool to Help Retirees Manage IncomePutnam Investments on Monday officially launched its Retirement Income Lifestyle Funds, a suite of three income-oriented mutual funds, along with a retirement income analysis tool that can be used with the funds to make sense of the complexities presented by the savings withdrawal phase of retirement.
October 24, 2011
Putnam’s Reynolds Calls for ‘Assured Income’ in DC PlansAn FDIC-like national insurance pool could facilitate converting retirement savings into assured income, Reynolds tells Retirement Income Symposium attendees
October 24, 2011
DOL Finalizes Investment Advice Rule for Retirement PlansDOL's Borzi says rule should save retirement plan participants $7 billion-$18 billion annually; is separate from fiduciary rulemaking.
October 21, 2011
Benartzi Says 401(k) Success Hinges on Improving Access, Removing 3 Obstacles: CFDD 2011Its not enough to think about improving outcomes.
October 21, 2011
Millennials See Social Security as Doomed, Aren’t Saving, EitherHalf of millennials do not believe Social Security will still exist when they are ready to retire, a survey released Wednesday by the iOMe Challenge and conducted by the St. Norbert College Strategic Research Institute found.
October 21, 2011
MFS’ Pozen Takes Aim at U.S. Deficit, Slams Target-Date Funds: RISminence grise of investment management invites Retirement Income Symposium attendees to ponder 8.5% rates of return on state pensions.