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.
Student Loan Rate Hike Averted in Highway Bill Compromise
By Melanie WaddellA bipartisan agreement was reached late Wednesday on a federal highway bill that includes provisions to prevent student loan rates from doubling and makes adjustments to defined benefit funding requirements.
June 26, 2012
Ex-EBSA Head Sees No Fiduciary Plan Before ElectionBrad Campbell, the former head of EBSA, predicted Tuesday that the DOL wont release its reproposed fiduciary rule until after the presidential election in November.
June 25, 2012
IRI Research to Serve as ‘Backbone’ to One-Stop Licensing ClearinghouseIRI announced Monday a new research initiative to identify regulatory burdens facing BDs that impede their abilityand their advisors willingnessto sell lifetime income products.
June 22, 2012
Pension Funding Proposal Could Lower Contributions Initially, Increase Over Time: SOAThe Society of Actuaries released in June a report on provisions in a law that would affect pension funding requirements in private, single-employer defined benefit plans.
June 19, 2012
Medicare, Taxes, Retirement Are Targets in HearingAmong the proposals was one to change the tax treatment of retirement plans.
June 19, 2012
DOL’s Borzi: Industry Backlash on Fee Rules Is UnfoundedPhyllis Borzi, Assistant Secretary of Labor at the EBSA, laid out on Monday EBSAs regulatory agenda for the rest of the year and clarified one area thats caused a backlash from retirement planning officials.
June 15, 2012
Almost Half of Gen X Retirements ‘At Risk’The 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 14, 2012
Financial Literacy Gender Gap Widening in Some AreasWomen significantly lag men in basic money management and investing, the report found.