Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
What Effect Would a Democratic Win Have?
By Melanie WaddellWith the November 7 midterm elections close at hand, many political analysts in Washington are predicting that the Democrats will indeed win back the 15 seats needed to take control of the House of Representatives. Republicans worry they will lose 23 to 27 seats in the House and they will...
October 01, 2006
ETFs for 401(k)s Are OKNow that the Pension Protection Act has become law, plan sponsors should refrain from using money market and stable value funds as default options in...
October 01, 2006
A Boon For Hedge Funds?Hailed as the most sweeping overhaul of the pension system in decades, the Pension Protection Act of 2006 is touching all facets of the financial...
October 01, 2006
NumerologyAccording to a recent U.S. Census Bureau report, the number of Americans covered by a government health insurance plan as of 2005 was 38.1 million,...
October 01, 2006
Advancing the ConversationDeath. As a topic of conversation, it is obviously not a favorite for most people. Yet death, and its profound and multi-layered impact on unprepared...
October 01, 2006
Catching up with...With 20 years of investment management experience under his belt, Tom Grzymala is on a mission to see that "the full meaning and spirit of...
October 01, 2006
UMAs & CIFs: New 401(k) SolutionsJohn Newman's group at Denver-based Fiserv ISS is poised to take advantage of the new trend toward outside management of asset allocation in retirement plans--and...
October 01, 2006
News & ProductsOffering a much-needed solution to traditional variable annuities that levy high fees, Ameritas Direct has launched a no-load variable annuity that boasts no commission, sales...