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.
Top 20 Countries for Retirement Security: 2013
By John SullivanNatixis has released its annual retirement security index, and Americans are lagging Slovakia. Yes. Slovakia.
March 04, 2013
LPL Launches Platform to Improve 401(k)s for ParticipantsLPL Financial launched a retirement plan platform to help employers provide their workers with an improved 401(k) experience, the firm announced Monday.
March 03, 2013
Have 401(k)s Failed Investors?A panel of experts asked whether 401(k)s were a failed experiment at the 2013 NAPA/ASPPA 401(k) Summit in Las Vegas on Sunday.
March 01, 2013
Investors Prioritize Retirement, but Not PlanningAlthough half of Americans consider retirement a top priority, 58% do not have a formal retirement income and savings plan, according to a report by Deloitte.
February 28, 2013
Lincoln’s BD 401(k) Platform Combines Professional Management, Fiduciary ProtectionLincoln Trust is launching a retirement plan solution for BDs that combines 3(21) fiduciary protection and an investment lineup of risk-based asset allocation models.
February 27, 2013
4 ‘Boring’ Stocks That Consistently Pay DividendsIn the rough-and-tumble markets, a solid, conservative company might be exactly what certain clients are looking for.
February 27, 2013
401(k) Plan Costs Fell in 2012Total plan costs for retirement plans have fallen in the last year, according to the 13th edition of the 401k Averages Book.
February 26, 2013
Halfway There: 50% of Americans Need Better Savings HabitsAmericans are split pretty evenly into good savers and bad savers, according to a national survey released as part of America Saves Week.