Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
PBGC Diversifies Its Investments Policy
By Melanie WaddellThe Pension Benefit Guaranty Corporation (PBGC) announced February 18 that it has adopted a new diversified investment policy, which includes investing heavier in equities and...
February 12, 2008
Gadenne to Head RIIA Full TimeFrancois 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 10, 2008
LTC Insurance Should Be A Key Piece Of An Income PlanThe importance of long term care insurance as a piece of an income plan was underscored during a recent presentation at a conference on longevity.Financial ...
February 10, 2008
LTC Insurance Should Be A Key Piece Of An Income PlanThe importance of long term care insurance as a piece of an income plan was underscored during a recent presentation at a conference on longevity.Financial ...
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
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...