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.
Investment-Only Variable Annuities, Pt. 2: The Importance of Due Diligence
By William LoweWith a better idea as to when--and which--clients might benefit from IOVAs, it's time to review the necessary due diligence on these annuities.
December 21, 2015
DOL Fiduciary Rule Won’t Slow IRA Rollovers: CerulliIRAs will continue to be the primary consolidation vehicle for retirees, regardless of an evolving regulatory environment, Cerulli's Jessica Sclafani says.
December 21, 2015
How to Handle Changes to Social Security Claiming RulesAn explainer of the recent changes to Social Security affecting two popular strategies: "file and suspend" and restricted application.
December 17, 2015
Passive Funds Come With Own Fiduciary RisksThe misperception that passive investments eliminate fiduciary obligations is dangerous, Russell analysts write.
December 16, 2015
Rep. Wagner Vows to Kill Off DOL Fiduciary Rule, Despite Spending Bill ResultThe spending bill also boosts SEC funding and advances a tax extenders package.
December 16, 2015
DOL Fiduciary Rule Survives ‘Best Opportunity’ to Kill ItWhile the spending bill does not include riders to stop the DOL rule, the fight isn't over, supporters and opponents say.
December 15, 2015
Munnell Report Rattles DC vs. DB Plan Debate on Investing, FeesA white paper co-authored by Alicia Munnell questions the conventional wisdom about DC plan participants versus DB plan participants on investing skills and fees.
December 15, 2015
30 Best Big 401(k) Plans in 2015: BrightScopeThere have been some shifts in the rankings since last year, and nine new honorees have made the list.