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.
401(k)s Put the Less Educated at a ‘Double Disadvantage’: Study
By Ben StevermanThe shift from pensions to 401(k) plans is making retirement inequality much worse, a new study has found.
August 23, 2016
3 IRA Transactions Exempt From DOL Fiduciary Level Fee RuleThere are three recommendations that are fiduciary in nature and automatically result in prohibited transactions under DOL's fiduciary rule, and they all involve IRAs.
August 23, 2016
Law Firms Risked It All on 401(k) Fee Suits, and It’s Paying OffDespite some major recoveries in class actions over excessive 401(k) fees, few lawyers are willing to litigate these cases.
August 22, 2016
The Post-70 ½ Retirement Plan Contribution RulesBy the time many clients reach age 70 , they are ready to enjoy retirement and are well aware of the obligation to begin taking required minimum distributions (RMDs) from various retirement accounts.
August 22, 2016
Finding the Best Options for Lump Sum Pension BuyoutsHelping clients with lump sum windows from pensions decide whether to take the lump sum; how to invest it.
August 22, 2016
401(k) Lawsuit Accuses Morgan Stanley and Board of Self-DealingA former employee says Morgan Stanley knows exactly who should buy its worst performing funds: the banks own workers.
August 18, 2016
HSAs: The Retirement Savings Tool Most Clients Aren't Using (Yet)Health savings accounts combine the tax advantages of 401(k)s and Roth IRAs, making them an effective way to save for health costs in retirement.
August 17, 2016
Latest 403(b) Suit Targets Columbia University"Until employers recognize their duties and fulfill their duties, these cases will keep coming," says lawyer Charles Field of Sanford Heisler.