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.
Massachusetts Presses Providers on Lump-Sum 401(k) Contributions
By Melanie WaddellWilliam Galvin asked the 25 largest 401(k) providers if they have shifted to year-end lump-sum employer matching and to detail potential risks to employees.
February 20, 2014
IRAs to Hold 35% of All Retirement Assets by 2018: CerulliThe movement of funds from employer-sponsored DB plans is a natural result of aging baby boomers looking for ways to generate income.
February 20, 2014
Millennials a ‘Lost Generation of Investors’: MFSThese "recession babies" invest more conservatively than even their grandparents, the MFS Investor Sentiment Survey found.
February 19, 2014
Top 1% of Retirement Plans Hold Huge Majority of 401(k) AssetsOne "neednt look any further than the rise of target-date funds to see the influence of the top 1%," says Ryles of Judy Diamond Associates.
February 18, 2014
Majority of Retirees Not Using Personal Assets in RetirementLess than half of retirees are using personal assets for retirement income, according to a study released Monday by Hearts & Wallets.
February 18, 2014
Housing, Financial Markets Boosted Boomer, Gen X Retirement Readiness: EBRIBut staying on track depends on age, income and having access to a 401(k) plan, EBRI says.
February 14, 2014
Companies Squeeze 401(k)s From Facebook to JPMorganEmployers are holding back on both the amount and the timing of 401(k) matching funds and dragging out vesting schedules.
February 13, 2014
Claiming Social Security: A Timeline for ClientsAs your clients approach retirement and begin to feel the weight of mounting decisions and deadlines, expect to encounter planning insecurity toward Social Security.