Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
SEC, DOL to Share Data
By Melanie WaddellThe SEC and Department of Labor (DOL) agreed July 29 to share information on retirement and investments in what they said was a bid to...
September 01, 2008
Public Risk: TaxesDiscussions of consumer spending tend to focus on post-tax dollars. This can be misleading because taxes are likely to be the bigger and faster growing...
September 01, 2008
Disclosure TimeThe Department of Labor's (DOL) recently proposed rule on 401(k) plan fee disclosure is being hailed by industry officials as a step in the right...
August 28, 2008
NAFA Says Nix SEC Rule 151AThe National Association of Fixed Annuities (NAFA) recently took a firm stand against the Security & Exchange Commission's (SEC) proposed Rule 151A, which would regulate index annuities as securities rather than as insurance products.
August 28, 2008
Fees Top Reason Plan Sponsors Switch ProvidersFees have become the top reason retirement plan sponsors switch providers, outpacing poor service, according to a new Spectrem Group report. Nearly one-third (30%) of plan sponsors cited cost/fees as the primary factor precipitating a change in plan providers, according to the report, "DC Market Needs."
August 28, 2008
Back to School on 403(b)sThis year, as budget makers in schools across the country decide whether the football team needs new uniforms or the gym really deserves to be repainted, they have one more item to add to their lists: How to deal with a new regulation, effective January 1, 2009, which is likely...
August 27, 2008
Durable goods do some goodSmall victory, we know, but we'll take it. Investors took heart this week from better-than-expected data on durable goods orders, in spite of a rise...
August 27, 2008
Hank's unholy trinityThis monster just won't die. Fannie and Freddie will survive, and we missed a historic opportunity to rid ourselves of them once and for all....