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.
Treasury’s Final Longevity Annuity Regulations May Spark Growth
By Robert Bloink, William H. ByrnesIn its new QLAC regulations, the Treasury Department has quietly left open the door for variable and indexed annuities to enter the market.
July 11, 2014
IRA Rollovers Face Scrutiny by ERISA PanelThe volume of retirement assets rolling out of defined contribution plans has gotten the DOL's ERISA Advisory Committees attention.
July 11, 2014
The Fastest Growing Retirement Plan You Never Heard OfCash-balance plans now have one-quarter the assets of 401(k)s, grew 22% in 2012, and appeal to small-business owners like doctors and dentists.
July 09, 2014
AARP Finds Its 50-and-Older Financial Literacy Program EffectiveVulnerable older people benefit from programs targeted to their unique financial challenges, AARP says.
July 09, 2014
Biggest Retirement Income Gap Seen for Oldest Pre-RetireesIf older pre-retirees want to keep up their current standard of living, they have more work to do than younger pre-retirees do on saving.
July 08, 2014
Taxed in 2 (or More) Countries? Saddle River Helps Sort It OutSaddle River Capital Management recently launched a service to help clients with assets in multiple countries comply with the various tax laws theyre subject to.
July 08, 2014
Are 401(k) Revenue-Sharing Deals on Their Way Out?About 13% of plans had no form of revenue sharing whatsoever last year, a figure that most expect will only grow.
July 08, 2014
Fear and Loathing at PBGCThe agency faces a crucial few months as it lobbies Congress to help it address nothing less than the potential collapse of federal pension insurance.