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.
Social Security Trustees Will Report Large, Growing Surplus: Advocacy Group
By Melanie WaddellThe Strengthen Social Security Campaign predicts that the annual Social Security Trustees Report due April 23 will say eligible Americans can count on benefits "for the next century and well beyond."
April 12, 2012
Stable Value Funds: Still Popular, Despite Fewer GuaranteesDespite a low interest-rate environment, 401(k) participants at New York Life Retirement Plan Services havent given up on stable value funds.
April 11, 2012
Retirement Portfolio Recovery Leaves Investors BehindAdvisors say their clients retirement portfolios have nearly recovered from the recession, but they arent sure their clients have.
April 11, 2012
MassMutual Named ‘Retirement Leader of the Year’MFS 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
Asset Allocation Has ‘Minor’ Role in Retirement PlanningFinancial advice tends to focus on how financial assets are allocated. But other levers may be more important for most households.
April 10, 2012
Fierce Opposition to Labor Department’s Fiduciary ProposalAs comments from the House committee hearing over the redefinition make clear, opposition to the DOLs redefinition of fiduciary is bipartisan and fierce.
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.