Income Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful retirement income plans.
Labor Pick Puzder’s Nomination Hearing Set for Feb. 16
By Melanie WaddellActing Labor Secretary Hugler likely will soon act to postpone the fiduciary rules April 10 compliance date, says Wagner attorney Tom Clark.
February 07, 2017
Sen. Warren: Fiduciary Rule Delay Would Hurt Financial Services FirmsDelay would be a slap in the face to financial services companies that have already invested in compliance, Warren tells acting DOL Secretary Edward Hugler.
February 06, 2017
TDFs’ Underlying Funds May Not Meet Plan Sponsors’ IPS StandardsJanus finds some plan sponsors aren't vetting the underlying funds in TDFs closely enough.
February 02, 2017
Are Your Self-Employed Clients Preparing for Retirement?Setting your own hours means setting up your own retirement, something many workers arent doing, according to a new study.
January 31, 2017
Trump to Direct DOL to Delay Fiduciary Rule: SourcesThe order is expected to come this week. Meanwhile, Andrew Puzder's confirmation hearing has been pushed back again.
January 30, 2017
DOL Tries to Clarify QDIA Regs on Annuities in TDFsTDFs that feature annuities may be used as QDIAs in 401(k) plans, according to a Labor Department information letter.
January 30, 2017
Global Pension Assets Rose to $36.4T in 2016Pension funds worldwide made some progress against their headwinds in 2016, Roger Urwin of Willis Towers Watson said.
January 27, 2017
GMO’s Inker: Can Trump Save Economy From Hell, Purgatory or Limbo?Portfolio manager Ben Inker dissects the economic scenarios, none of them pleasant, that he says could guide the markets over the next four years.