Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Quilting Bee
By Melanie WaddellWhen it comes to mitigating risks for clients in retirement, advisors and product manufacturers must stitch together products and strategies that help clients meet the...
June 01, 2007
Helping Navigate the Product SeasSteve Zaleznick has funneled his years of expertise as head of AARP's financial services company to create a niche service for baby boomers and seniors...
June 01, 2007
NEWS & PRODUCTS, June 2007SEC Chairman Christopher Cox said the SEC's examination of what goes into a 401(k)--such as expenses of the underlying funds--which the regulator is performing in...
June 01, 2007
Consolidate and Refer"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
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 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 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...