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.
The 2011 IA/Cerulli Retirement Income Study
By Scott Smith, John SullivanThis is itthe year baby boomers officially hit their traditional retirement age.
October 31, 2011
Mercer Incorporates Retirement Income Solution in 401(k) OfferingMercer, a global HR outsourcing company owned by Marsh and McLennan, and Financial Engines, an RIA founded by Nobel Prize-winning economist Bill Sharpe, announced Monday that Financial Engines Income+, a retirement income platform designed specifically for 401(k) plans, has been rolled out to Mercers defined contribution administration client base.
October 30, 2011
Update on Fifth Street Finance, Top Dividend-Paying Financial StockTime to buy this dividend payer, or time to trim?
October 29, 2011
Longevity Insurance: An Answer to Your Clients’ Biggest Worry?Are your clients concerned about spending down their retirement assets too early and spending the last years of their lives destitute? Enter longevity insurance.
October 27, 2011
Account Balances, Not Participation, Called Best Measure of Retirement Plan SuccessPlan sponsors need to remember the primary goal of retirement plans: namely, for participants to accrue sufficient savings to retire comfortably.
October 26, 2011
The Great Retirement RethinkRetirement was once such a tidy thing. You worked, you saved, you retired. Not anymore. As an affluent investor in a new study by Hearts & Wallets puts it: I dont think retirement is the buzzword it once was. Okay, yeah right, retirement. Okay, yeah right, Ill win the lottery....
October 25, 2011
DOL Probing Improper BD, RIA Compensation From ERISA PlansThe Department of Labor has recently investigated eight BDs under Consultant/Adviser Project, focusing on improper compensation by benefit plan consultants and investment advisors.
October 25, 2011
4 Surprising Ways to Grow Your Practice; Exclusive Cerulli Retirement Income Survey: November Investment Advisor—SlideshowIn October 2011's Investment Advisor cover story, Angie Herbers shows how to build a business that can grow without you micromanaging every aspect. Also, findings from our Cerulli's advisor survey on retirement income, and more.