Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Consolidate and Refer
By Kara P. Stapleton"If you look at an advisor's practice today and what's going to happen in the future, there are some outside pressures that will affect the...
May 25, 2007
TD Ameritrade to Acquire Fiserv's Advisor UnitTD Ameritrade Holding Corp. has signed an agreement to acquire Fiserv Inc.'s Fiserv Investment Support Services (ISS) operation, which Fiserv says manages 300,000 retirement, trust,...
May 24, 2007
Lincoln Annuity Rider for DC PlansLincoln Employer Markets recently launched a new program for defined contribution plans called i4LIFE Advantage, an annuity rider on DC plans that gives participants the ability to convert their retirement plan savings into lifetime income with an opportunity for growth.
May 24, 2007
Final 409A Regs Both Blessing and CurseEmployers and benefit professionals who had been eagerly awaiting the IRS's recently released final regulations for its Code Section 409A, the section of the tax...
May 01, 2007
Back to SchoolIBM's newly minted personal finance and education benefit program for its 127,000 employees, "IBM MoneySmart," heralds the beginning of the type of program retirement finance...
May 01, 2007
NEWS & PRODUCTS, May 2007Fidelity Investments released in late March its seventh annual estimate of the lifetime healthcare costs that retirees will face, and the news is not good....
May 01, 2007
They Need to Stay FlexibleWhen calculating the amount of income that a client will need in retirement the traditional recommendation is that it should be somewhere around 70% to...
May 01, 2007
Retirement Advisor to the StarzHemant P. Singh, founder of the New York-based independent financial advisory firm Private Wealth Management LLC, counts among his clients some of the key movers...