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.
How to Comply With DOL’s Best Interest Standard of Care
By Fred ReishThe DOL fiduciary rules best interest standard of care will impact advisors advice on IRAs on both a macro and micro level.
June 09, 2016
DOL Fiduciary Rule Faces Another Suit by Annuity IndustryDOL fiduciary rule unfairly targets certain types of fixed annuity products, says IALCs Jim Poolman.
June 08, 2016
Financial Literacy Key Part of Retirement PreparednessAdvisors are familiar with the nudge economics features in defined contribution plans that encourage participation and help investors overcome inertia and procrastination.
June 08, 2016
Obama Vetoes Anti-DOL Fiduciary Rule Resolutions; Date Set for LawsuitNational Association for Fixed Annuities lawsuit against DOL seeks a preliminary injunction to stay the rule.
June 08, 2016
FINRA Fines Oppenheimer Nearly $3M on Leveraged ETF ViolationsOppenheimer & Co. failed to reasonably enforce policies prohibiting reps from selling retail customers of limited liquidity non-traditional ETFs.
June 07, 2016
State Street Wants Congress to Mandate Employee Retirement Plan ContributionsThe plan, which would pre-empt any state or municipal retirement plan, would include auto-escalation to a 12% savings rate.
June 07, 2016
Social Security COLA Could Be Zero in 2017, Senior Group FearsSocial Security recipients have lost 23% of their buying power since 2000, the Senior Citizens League says.
June 06, 2016
Top Portfolio Products: State Street and Elkhorn Add ETFsThis week's offerings also include a new asset allocation platform to help advisors comply with the DOL fiduciary rule.