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.
Folio Investing’s Target Date Folios Outperform Traditional Target-Date Funds
By Melanie WaddellSteven Wallman, founder and CEO of Folio, says investors deserve better than traditional target-date funds.
January 21, 2013
For 403(b) Success, Combine Monitoring and ManagementFor advisors who specialize in the ever-changing 403(b) and 457 retirement plan marketplace, knowing the distinction between portfolio monitoring and portfolio management is critical.
January 18, 2013
To Annuitize, or Not to Annuitize: What Sways the Choice?The answer initially appears quite simpleplan design. But it quickly gets complicated from there, an EBRI study shows.
January 17, 2013
‘Increase My Savings Rate,’ Employees DemandYounger workers, coined "Generation DC," make their feelings known to employers in a State Street survey.
January 17, 2013
NCPERS Head Cries Foul Over Pew Pension SurveyOrganization calls the reports findings about the health of municipal pension plans distorted and outdated.
January 17, 2013
Finke Study Warns: 4% Retirement Rule Is Dead, Long Live Annuities"The bottom line is that the current low-yield environment is a retirement income game changer," Finke says.
January 16, 2013
RIIA Launches Virtual Learning Center for Advisors, Home OfficeThe Retirement Income Industry Association is building on its webinar series to develop a virtual learning center for advisors and home office personnel, the organization announced on Jan. 8.
January 16, 2013
401(k)s Have $70 Billion Problem: ReportA 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.