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.
Retirement Around the World: How the U.S. System Stacks Up
By Danielle AndrusThe National Institute for Retirement Security compares pension systems in the United States to those in Australia, Canada and the Netherlands.
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.
September 17, 2013
Genworth Offers Advisors ‘Retirement Connections’ for Small-Biz Plan MarketAdvisors can offer business owners a compelling solution to help them attract and retain valuable employees, says Genworth.
September 17, 2013
Bidding Wars in the 401(k) WorldRetirement plan providers are seeing a rise in sponsors shopping their DC plans, getting aggressive in their search for lower fees and better options.
September 16, 2013
Morningstar: State Pensions Complex, Lack TransparencyWhos watching your clients pension? At the state level, who knows?
September 16, 2013
What I Learned From Investigating a Prospective Client’s AnnuityEven with a prospect, you have to dig deep sometimes to make a recommendation, especially with annuities. Turns out that actuaries are pretty bright people.
September 16, 2013
Milevsky Sells Firm to Cannex, ‘Bloomberg Terminal of Annuities,’ Then Joins ItThe professor tells ThinkAdvisor about the sale of his QWeMA Group consulting firm to retirement income data provider Cannex.