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 Have $70 Billion Problem: Report
By John SullivanA new report that found in 2010, loans, early withdrawals and penalties all added up to $70 billion taken from 401(k)s prior to retirement age.
January 10, 2013
Top 5 New Year’s Resolutions for Retirement Plan Sponsors"Fiduciary" is the keyword for retirement plan sponsors to keep in mind when making New Years resolutions for 2013, say legal experts who know the ins and outs of DC plans.
January 09, 2013
Pru’s 2013 Predictions: Brighter Economy, but More Washington BrinksmanshipPrudential brain trust sees economic progress in 2013, despite 2012 dichotomy and uncertainty; Krosby reiterates its riskier to be out of the market than in it.
January 08, 2013
Social Security’s Old Forecasting Method Hides New Time Bomb, Researchers SayTwo researchers argue that the Social Security Administration is using outdated methods to project longevity and therefore understates the systems shortfall by two years.
January 04, 2013
Record Pension Gap Threatens 2013 Company Earnings: MercerFalling interest rates were the cause of pension plans losses despite overall annual asset growth of approximately 16% in the stock market.
January 03, 2013
Big Boost to 401(k) Roth Conversions in Fiscal Cliff DealThe last-minute deal by Congress to avoid the fiscal cliff contains a new option for workers saving for retirement.
January 02, 2013
Fiscal Cliff Deal: The Good, the Bad and the UglyThe fiscal cliff deal that was approved by Congress sent the markets soaring Wednesday, but lawmakers and industry officials were quick to weigh in with their opinionspositive and negativeon the deal.
December 21, 2012
Future of DC Plans Hitched to Economy, Education: Outlook 2013By now, the move out of DB plans into DC plans has been well-established, although the success of the plans wavers with the strength of the economy. There are also two kinds of 401(k) investors.