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.
Society of Actuaries Releases Two Consumer Retirement Briefs
By Danielle AndrusAs part of its Managing Retirement Decisions series, the Society of Actuaries released two retirement planning briefs in December in order to help consumers deal with some of the challenges.
January 19, 2012
6 Critical Trends for Retirement Plans in 2012Lincoln Trust released a report on six megatrends that would affect the retirement plan industry in 2012.
January 18, 2012
Top 25 Fastest Growing Fund ManagersQuite a few of the top 25 fastest growing fund managers for last year came from boutique firms, according to Strategic Insights Simfund database.
January 17, 2012
401(k)s: Average Small Plan Expenses Exceed Large Plans’ CostsAverage expenses for small retirement plans are 1.3%, according to the 401k Averages Book, which published the 12th edition of its annual benchmark report on 401(k) fees on Tuesday.
January 16, 2012
Raising Age for Social Security, Medicare Would Cut Both Ways: CBOThe CBO released three projections for raising various eligibility ages, and they showed spending would be reduced but so would access to health care.
January 16, 2012
Industry Groups to DOL: ‘Clarify’ Fiduciary IRA RequestIndustry trade groups told the DOL in a Jan. 12 letter that it would be impossible for them to provide data concerning conflicts of interests that brokers face in advising IRAs by Jan. 15.
January 13, 2012
Financial Wellness Programs Lead to Less Stress, Health-Care Savings: Financial FinessePeople who are stressed out not are as healthy as people who are less stressed.
January 13, 2012
5 Top Tips for Pension Risk-ManagementA Mercer survey found a significant amount of concern among plan sponsors about their exposure to market risk, with 65% worried about the impact of future economic uncertainty and volatility.