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 With Company Stock Fading Fast
By Marlene Y. SatterThe practice of putting company shares into retirement plans has been waning for some time, but a recent Supreme Court decision could hasten its demise.
July 17, 2014
Social Security, Retirement Savings Would Benefit From Closing Gender Pay GapClosing the gender pay gap would have a direct effect on womens Social Security benefits and ability to save for retirement, Social Security Works finds.
July 16, 2014
2 Ways to Shore Up Social SecurityThe National Center for Policy Analysis crunches the numbers on two strategies to keep Social Security from going broke.
July 16, 2014
Treasury’s Final Longevity Annuity Regulations May Spark GrowthIn its new QLAC regulations, the Treasury Department has quietly left open the door for variable and indexed annuities to enter the market.
July 16, 2014
The Wealthy Need Social Security Advice, TooThe need for quality Social Security claiming advice is greater than ever, so why isnt the industry responding?
July 15, 2014
Millennials Saving for Retirement but Failing to PlanAmong millennials who have had a go at figuring out how much theyll need to retire, 52% had guessed.
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.