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.
Almost Half of Gen X Retirements ‘At Risk’
By Danielle AndrusThe number of years of defined contribution plan eligibility has a significant impact on Gen X workers risk of running out of income in retirement, a report from the EBRI found.
June 13, 2012
Americans Physically, Not Fiscally FitAmericans feel theyre in good shape physically but don't have them same confidence about their financial health.
June 13, 2012
Investors Worried, Perhaps Rightly, About RetirementAdvisors are worried that their clients arent looking at retirement realistically, while half of investors say they are not looking forward to retirement, according to surveys released Wednesday.
June 12, 2012
Morningstar Finds Big Problem with Replacement Rate CalculationsNot all replacement rate studies are the same, and that could seriously hurt your clients.
June 12, 2012
Higher 401(k) Deferral Rates Create Engaged Participants, New York Life FindsAccording to the company, this counters the auto-enrollment myth that higher auto-deferral rates result in participants opting out of plans in larger numbers.
June 11, 2012
Prepaid 529 Plans Gain PopularityPrepaid 529 plan assets, up 2.6% in the first quarter, have been increasing since Q4 2011.
June 08, 2012
The Fight Over 401(k) FeesRetirement plan fees can cost participants nearly $155,000 over the life of the plan, said a recent white paper by Demos, a liberal think tank. ASPPA says the paper is wrong.
June 07, 2012
Advisor Calls for Paradigm Shift in Financial AdvicePaula Hogan, a Milwaukee-based advisor, has laid out a model for financial planning that she argues is both more effective and more distinctive than conventional approaches.