Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The Hartford Snaps Up Sun Life Retirement Services, TopNoggin
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniThe Hartford Financial Services Group recently acquired Boston-based Sun Life Retirement Services (RSI) from the U.S. division of Sun Life Financial Inc., and TopNoggin, a Powell, Ohio-based defined benefit and administrative consulting firm.
December 14, 2007
DOL Issues Fee Disclosure RegsThe Department of Labor (DOL) introduced December 12 its long awaited proposed rules on enhancing the fee disclosures that fiduciaries of 401(k) plans and other employee benefits plans receive to help them determine whether the compensation paid to plan service providers is reasonable, as well as conflicts of interest that...
December 01, 2007
Not So Bad After All?As an advisor, you may have seen first hand that planning for retirement and deciding how to spend that money can spark disagreement between couples...
December 01, 2007
Too Many OptionsThe defined contribution (DC) plan has become an increasingly important part of retirement planning in Europe, and experts believe it will continue to gain ground...
December 01, 2007
Lesson 11: Feast or Famine First?The ancient biblical story of Joseph and King Pharaoh tells of a famous dream of the king in which the land of Egypt was prophesized...
December 01, 2007
Grasping the New 403(b) RulesWhile critics have said the new rules regarding 403(b) plans will pile on the paperwork, there are definite upsides to the pending changes, retirement experts...
December 01, 2007
NEWS & PRODUCTS, DECEMBER 2007There's an "excellent chance" that the Department of Labor (DOL) will finalize its three initiatives dealing with 401(k) fee disclosures before Congress can pass a...
December 01, 2007
Fighting the Good Fight on 401(k)sDavid Loeper's MISSION is to keep 401(k) plan participants from getting ripped off. In his new book, Stop the 401(k) Rip Off, (Bridgeway Books, 2007),...