Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Gadenne to Head RIIA Full Time
By Melanie WaddellFrancois Gadenne, the founding chairman of the Retirement Income Industry Association (RIIA), will now assume full-time leadership of the nonprofit organization, and will divest his commercial interests--including ownership in his company, Retirement Engineering, Inc.--and its associated assets including all intellectual property assets. Gadenne will continue to serve RIIA as chairman...
February 01, 2008
Letter to the Editor: Retirees Would Need $1 Million For ThatPersonally, I am looking forward to dispelling the old beliefs of 4%-5% withdrawal rates from retiree assets.
February 01, 2008
Win Over Those RolloversOf the more than 200,000 practicing financial advisors it counts in the United States, less than 10% concentrate on the retirement plan marketplace, according to...
February 01, 2008
Big Years Ahead for Auto EnrollmentAsk David Wray, president of the Profit Sharing/401(k) Council of America, what the retirement landscape will look like in 2008, and he's quick to point...
February 01, 2008
A Retirement Risk MatrixTraditionally, financial companies and financial advisors have asked the following question of investors: "What is your tolerance to the variance of returns of risky assets?"...
February 01, 2008
Retirement News & ProductsData culled by the Employee Benefit Research Institute (EBRI) shows that Social Security remains a significant source of retirement income for higher income earners, not...
February 01, 2008
Portrait of a RookieAt 23, rookie financial advisor Jonathan S. Israel already has his own branch office, a full-time assistant and a couple of bonuses under his belt.
February 01, 2008
Buying BingeThe Hartford is on a buying spree. In December, Simsbury, Connecticut-based The Hartford Financial Services Group acquired three businesses--TopNoggin, Sun Life Retirement Services, and Princeton...