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.
MassMutual Named ‘Retirement Leader of the Year’
By John SullivanMFS chairman emeritus Robert Pozen has long been an advocate for auto-enrollment and has advised Presidents Bush and Obama on retirement savings. Executive Vice President Elaine Sarsynski accepted the award.
April 10, 2012
Client-Friendly Report Urges Americans to Boost SavingsAs the April 17 tax deadline looms, sensitizing Americans anew to the state of their finances, a financial services industry consortium has released a report advising Americans on how to save for retirement.
April 06, 2012
Stable Value Funds Receive Increased ScrutinyJust as the underlying investments in supposedly 'safe' money markets are receiving increased scrutiny, so too are the underlying investments in stable value funds.
April 06, 2012
Your Retired Client Doesn’t Have to Run Out of MoneyAdvisors can help clients avoid running out of money before they die by computing a funded ratio that measures surpluses or shortages, say Russell's Adaptive Investing researchers.
April 05, 2012
Oliver Wyman Releases Data to DOL on IRA Fiduciary CostsAfter much anticipation, Oliver Wyman released to the DOL and the SEC on Thursday the data underlying its report stating that applying a fiduciary standard to IRA recommendations is costly.
April 04, 2012
‘Target’ of Target-Date Funds Confuses Investors, SEC FindsResults of a study just released by the SEC assessing investors understanding of TDFs and advertisements related to those funds confirm that they have a number of misconceptions.
April 04, 2012
Obama Budget Would Eliminate IRA Benefits for Upper Middle ClassIt is not just the rich who might find themselves subject to substantially higher taxes in 2013several initiatives in Obamas 2013 budget proposal would eliminate many important tax benefits of retirement savings plans for upper-middle-class taxpayers.
March 29, 2012
Benartzi on Retirement Income Challenge: ‘Airplanes Without Landing Gear’Professor Shlomo Benartzi's new book laments inability to land retirement plans with income streams.