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.
William Sharpe: The First Robo—The 2015 IA 35 for 35
By Danielle AndrusBill Sharpes Financial Engines might be called the first robo-advisor.
May 22, 2015
Think Millennials Are Neglecting 401(k)s? Think AgainMillennials on average are saving for retirement at a rate similar to Gen Xers and baby boomers, a T. Rowe Price study found.
May 22, 2015
Retirement Plans Paid $820M After Failing Nondiscrimination TestingMore than 54,000 401(k)s failed nondiscrimination tests and were required to return $820 million to participants, according to an annual study by Judy Diamond Associates.
May 21, 2015
SEC Charges Atlanta Advisor With Defrauding Police, Firefighter Pension PlansFirm breached its fiduciary duty by selling unsuitable investments to pension funds for the citys police, firefighters and transit workers, the SEC says.
May 19, 2015
Can Anyone Make Your Retirement Money Last for Life?The race is on for a product to help prevent retirees from running out of money without the drawbacks of annuities.
May 19, 2015
Supreme Court: Employers Must Review 401(k) InvestmentsThe court has ruled in favor of participants in Edison Internationals 401(k) plan who claimed company fiduciaries violated their duty to monitor three retail-class funds.
May 18, 2015
Washington Governor OKs Small Business Retirement MarketplaceLaw uses Obama's MyRA plan to provide small business employees with access to retirement plans.
May 14, 2015
House, Senate Introduce Lifetime Income Disclosure ActParticipants in workplace retirement plans would receive an annual statement of how their lump-sum savings translate into a lifetime stream of monthly annuity income.