Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
News and Products
By Staff WriterNew research by Cerulli Associates has found that the 403(b) market is just as profitable, if not more so, as other defined contribution businesses. Of...
August 01, 2007
What Do CPAs Really Want?When consultant Libby Dubick wrote a column recently on getting referrals from certified public accountants, she was deluged with calls and e-mail from frustrated financial...
July 26, 2007
Unprepared, Yet ConfidentWhen it comes to retirement planning, minority workers lag quite far behind the rest of the American population, according to the Employee Benefit Research Institute's...
July 26, 2007
Staying SuppleCareful and thorough retirement income projections go a long way toward safeguarding the future, but life is full of so many twists and turns that...
July 19, 2007
Fiduciary FirstThe pension plan of Rockford, Illinois-based Savant Capital Management, is the first in the U.S. to be certified by the Centre for Fiduciary Excellence (CEFEX), based in Toronto. The criteria for certification include "22 fiduciary practices that seek to increase long-term investment performance by diversifying the portfolio across multiple asset...
July 19, 2007
Employers Continue to Ditch DB PlansMore and more pension plan sponsors are either closing their defined benefit pension plans to new hires or have frozen it to all participants because...
July 13, 2007
The Government's Role in RetirementA new Government Accountability Office analysis has found that retiree health insurance and pension plans are strongly associated with when workers retire.
July 12, 2007
Hancock Developing 401(k) Rollover ProgramJohn Hancock plans to launch by the fourth quarter of 2007 a new rollover program called Retirement Income & Rollover Solutions (RIRS) for use by participants in the 401(k) plans run by its Retirement Plan Services (RPS) unit.