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.
Renowned Planner Evensky Joins RMA Designation Board
By Melanie WaddellRenowned financial advisor Harold Evensky recently joined the Board of Governance for the retirement management analyst (RMA) designation program.
May 15, 2012
LPL Launches Program to Ease Retirement Plan RolloversThe first iteration of the Rollover Results Program is designed to provide education to plan participants and expedite rollovers to LPL representatives.
May 14, 2012
Mercer Launches ‘My Retirement Workshop’ SiteMercer, the global benefits administrator, announced Monday that it has launched an online retirement planning website called My Retirement Workshop designed to help 401(k) participants fix their retirement plans.
May 14, 2012
Hartford: 20-Somethings Want Guaranteed Retirement IncomeWorkers younger than age 30 say it's very or somewhat appealing to turn retirement savings into a guaranteed income.
May 11, 2012
Robert Pozen: The 2012 IA 25 Extended ProfileAs chairman emeritus of MFS Investment Management, Robert Pozen used his bully pulpit to argue for Social Security reform and the protection of Americans retirement assets.
May 11, 2012
Zvi Bodie: I Bonds Are Best for Most InvestorsZvi Bodie, safe-investing proponent, says Series I savings bonds are the best investment for most people, yet few know about these inflation-protected bonds.
May 11, 2012
Employees Proactive, but Still Concerned: Financial FinesseAlthough employees are still taking a proactive stance on retirement, market rebounds have done little to repair their confidence, research from Financial Finesse found.
May 11, 2012
Women, Gen Y Save More, Boost Account Balances: MassMutualWomen and young investors are saving more and retirement plan participants overall are borrowing less, MassMutuals Retirement Services Division announced on Tuesday.