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.
Borzi’s Right Hand Man, Davis, Leaves EBSA and Joins Prudential
By Melanie WaddellMichael Davis, Phyllis Borzis right hand man at the DOLs Employee Benefits Security Administration, has left his post as Deputy Assistant Secretary of EBSA and joined Prudential Retirement.
November 07, 2012
Video Part III: The Importance of Annuities in Creating an Adaptable Retirement StrategyIn this video, Eric Taylor, National Sales Manager with Genworth Financial and Bart Bradshaw, Advanced Marketing Attorney with Genworth Financial discuss how an age-based in-service withdrawal from qualified plans may protect assets from market fluctuation and preserve post-retirement opportunities for income.
November 07, 2012
Video Part II: The Importance of Annuities in Creating an Adaptable Retirement StrategyEric Taylor, National Sales Manager with Genworth Financial and a financial sales & marketing expert, with diverse experience in financial services within marketing, brand, operations and sales, discusses how those nearing or in retirement can maintain steady income to protect assets and lifestyles even when volatile markets and lifes events...
November 07, 2012
Video Part I: The Importance of Annuities in Creating an Adaptable Retirement StrategyPat Foley, President of Distribution and Marketing with Genworth US Life Companies and a leading authority on multiple insurance and annuity lines addresses the increasingly important role annuities play in creating retirement savings plans designed to maximize potential opportunities for accumulation while providing for guaranteed lifetime income in the face...
November 06, 2012
RIIA Names Peng Chen Academic Director of Retirement Management Analyst CurriculumChen will oversee and review the academic and scholarly direction of the evolving RMA curriculum.
November 05, 2012
Benefits Council Objects to New Pension Enforcement RuleThe American Benefits Council is taking issue with a new policy issued by the Pension Benefit Guaranty Corp. that it says challenges the health of the defined benefit system.
November 01, 2012
Is Risk of More Expensive LTC Insurance Rising or Falling? Pt. 2Although the popular press has widely blamed rising long-term care insurance premiums on "unexpected" claims, the reality is that the rising cost of care has played only a limited role.
November 01, 2012
Employees Shift Focus From Retirement Planning to Money ManagementEmployees improved their financial wellness in the third quarter, a much-needed climb back from a weakened condition in the first quarter, according to research released Wednesday.