Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Fidelity Notes Sharp Rise in 529 Plan Assets
By James J. GreenFidelity Investments, which manages seven different 529 plans across the country, reported Sept. 17 that more than 100,000 new 529 college savings plan accounts were...
September 06, 2007
Protecting the ElderlyLawmakers, the Securities and Exchange Commission, and state regulators are bent on making sure advisors with designations touting expertise when it comes to helping seniors are closely scrutinized.
September 01, 2007
Young Rebel With a CauseAmong the younger generation of planners, Aaron Coates of Compass Wealth Advisors in Elkhart, Indiana, is a visionary. He embraces the revolutionary approach of letting...
September 01, 2007
Lesson 8: Defined Benefit Pensions: Winners & LosersMost professionals in the financial services industry are now aware of the continuing decline of traditional private-sector defined benefit (DB) pensions. Each new company press...
September 01, 2007
Failure to Compute?Are computer models that meet the statutory requirements set out in the Pension Protection Act (PPA) an effective tool to use to provide investment advice...
September 01, 2007
Virtual Meeting OptionsGoTo Meeting Cost: Starting at $49 a month. Mac/PC?: Can join from Mac, but not host meetings. Hosted?Server based?: Both. Bells and Whistles: Record meetings and archive on desktop,...
September 01, 2007
Changes Ahead for 403(b)sRetirement plan advisors, distributors, and providers are finding themselves responding on the fly to the trends shaping the 403(b) and 457 markets. The old model...
September 01, 2007
NEWS & PRODUCTS, SEPTEMBER 2007Participants who consistently held accounts in 401(k) plans from 1999 through 2006 increased their account balance at an annual rate of 8.7%, according to a...