Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
New Options in 401(k)s
By Melanie WaddellA new twist in retirement planning is taking hold: financial services companies are offering immediate annuities and longevity insurance--a deferred annuity--as an option in 401(k)...
October 23, 2007
A DB Plan Partner for Small BusinessesWhile defined benefit plans are now almost extinct in the large corporate space, they're alive and kicking in America's small business world, according to Karen Shapiro, co-founder and CEO of San Mateo, California-based Dedicated Defined Benefits Services.
October 23, 2007
Retirement Assets See a Boostotal U.S. retirement assets rose to a record $16.6 trillion in the first quarter of this year, up from $16.4 trillion at year-end 2006, according to a new statistical series launched today by the Investment Company Institute (ICI).
October 15, 2007
FRC: Income Planning Interest May Have PeakedResearchers at Financial Research Corp. have found that investment firm managers want to get back to basics.In 2005, when FRC, Boston, studied the retirement income ...
October 15, 2007
FRC: Income Planning Interest May Have PeakedResearchers at Financial Research Corp. have found that investment firm managers want to get back to basics.In 2005, when FRC, Boston, studied the retirement income ...
October 04, 2007
Lifetime Income Products DebutFidelity Investments unveiled a group of retirement income products and online applications for advisors and clients, October 3, aimed at helping retirees generate more predictable monthly cash flow streams for certain time horizons, or for life.
October 03, 2007
Lincoln Moves To Finance UL ReservesAn insurer is trying to use Wall Street money to release about $300 million now locked in statutory capital.Lincoln National Corp., Philadelphia, says it has ...
October 01, 2007
Helping the Most Vulnerable RetireesLawmakers, the Securities and Exchange Commission, and state regulators are bent on making sure advisors with designations touting expertise when it comes to helping seniors--the...