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.
Vanguard Launches 401(k) Plan for Small Businesses
By Marlene Y. SatterVanguard launched a small business 401(k) plan service in September that provides a low-cost plan, including index funds and target-date funds, in a bundled retirement plan package. The service is provided directly to sponsors of 401(k) and profit-sharing plans with assets up to $20 million, as well as to advisors...
October 06, 2011
Treasury Set to Issue Lifetime Income Guidance; DOL to FollowThe Treasury Department plans to release soon guidance for employers on how best to integrate lifetime income products into 401(k)s and other employer-sponsored retirement plans, while the Department of Labor plans to follow with similar guidance early next year.
October 05, 2011
The Confusing World of Contingent AnnuitiesIf youve never heard of a 'contingent annuity,' youre not alone.
October 04, 2011
DOL Eyes IRA Exemptions to Fiduciary Rule on Revenue Sharing, Principal TradesAt FSI gathering, DOL official says reproposed fiduciary rule on IRAs may include exemptions around revenue sharing and principal trades.
October 04, 2011
Re-Enrollment, Target-Date Funds Protect Retirement Plan FiduciariesRetirement plan sponsors may offer prudently selected mutual funds and investment education on the false assumption that plan participants know how to invest their funds.
October 04, 2011
Private Sector Retirement Wealth Comparable to Public Sector SavingsA new issue brief from The Center for Retirement Research at Boston College compares retirement wealth for private employees versus their state and local government counterparts.
October 01, 2011
POINT: Rising Dividends for Retirement IncomeThe topic of retirement income is on the top of most advisors minds these days.
October 01, 2011
COUNTERPOINT: Building a Personal Pension PortfolioBaby boomers continue to impact our nation.