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.
Dog Bites Man! TDFs Fail Expectations
By John SullivanTarget date funds, already the subject of controversy for failing to deliver promised returns, took another turn for the worse in 2011.
January 05, 2012
DOL to AdvisorOne: Department ‘Has Not Signaled’ Extension of April 1 Fee Disclosure DeadlineWhile rumors were flying that Labors Employee Benefits Security Administration planned to push back the April 1 deadline for compliance with its fee disclosure regulations, a DOL spokesman told AdvisorOne on Thursday that the department had 'not signaled' that the deadline would be extended.
January 04, 2012
N.Y. Life Retirement Plan Services Announces Benchmark ToolNew York Life Retirement Plan Services announced Wednesday the availability of a new service powered by Anova Consulting Group, a financial services market research and sales training firm, that it says will help retirement plan advisors assess client satisfaction and measure themselves against peers.
January 02, 2012
Top 10 Worst States for Workers in Retirement PlansThe Employee Benefit Research Institute uncovered a disturbing trendwell, disturbing to anyone who hopes to retire someday.
December 31, 2011
Reversionary Annuities: A Low-Cost Way to Protect Surviving Beneficiaries?Reversionary annuities are a low-cost way to ensure that a surviving beneficiary will have adequate income after the death of another.
December 26, 2011
Retirement MasterAt 31, Marcia Mantell was thrilled to step into retirement. Not her own but the burgeoning financial services retirement industry. The year was 1992.
December 21, 2011
Outlook 2012: Annuities — Industry at Crossroads, With Weatherford, Greenwald, CortazzoThe fact that two major carriers in recent weeks have announced their exit from the annuity business should tell us all we need to know about the health and viability of the industry. If only it were that simple.
December 20, 2011
Gen Y Better Savers Than BoomersYounger investors have done a better job of embracing self-directed investing than older investors, a report released Tuesday by TD Ameritrade found.