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.
Advisors Rank 10 Best & Worst Ads by Partner Firms
By Joyce HansonMore than 1,000 advisors reviewed 30 print ads not only for likeability but also for relevance and impact in a Phoenix Marketing International survey.
September 24, 2013
Top 20 ETFs in 401(k)s: BrightScopeETFs have proliferated in 401(k) plans in the past few years as more plan sponsors understand the benefits, BrightScope says.
September 23, 2013
How Gen X Learned to Start Worrying and Love Retirement PlanningHow times have changed. With retirement looming, the grunge generation is listing something as lame as money as a top concern.
September 20, 2013
Retirement Around the World: How the U.S. System Stacks UpThe National Institute for Retirement Security compares pension systems in the United States to those in Australia, Canada and the Netherlands.
September 19, 2013
5 Factors That Hurt Retirement Plans (and How to Deal With Them)A report released on Tuesday by Schroders studied defined contribution plan design in several countries to try to determine the most effective design.
September 19, 2013
Women’s Investment Confidence Lags Their Increasing AffluenceForty-one percent of affluent women in a Wells Fargo survey said they were "not at all" confident in their investing ability.
September 18, 2013
DOL Provides ERISA Guidance for Same-Sex CouplesDOL announced new guidance interpreting the Supreme Courts decision overturning the Defense of Marriage Act and its impact on ERISA.
September 18, 2013
Using Self-Directed IRAs to Save for Retirement: Pros and ConsSelf-directed IRAs can be the key to a comfortable retirement for many investors. Learn more about these accounts in this basic overview, including pros and cons.