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.
Ameriprise Sued by Employees Over 401(k) Losses
By John SullivanIn further controversy over the use of proprietary products, members of Ameriprise Financial Inc.'s 401(k) plan filed a proposed class action in Minnesota on Wednesday claiming they lost $20 million in investments.
September 29, 2011
Public Sector Overwhelmingly Favors Pension-Style Retirement: NIRSA study found DB plans are strongly preferred over DC plans in the public sector, and investment returns are higher in DB plans than in 401(k)s.
September 29, 2011
ASPPA Launches New Association for 401(k) AdvisorsThe American Society of Pension Professionals & Actuaries announced on Thursday the launch of a new association to serve advisors in the 401(k) market.
September 27, 2011
Marital Status Is ‘Significant Factor’ in Women’s Retirement Confidence: IRIA report from the Insured Retirement Institute found that boomer womens confidence in retirement planning was significantly influenced by their marital status.
September 26, 2011
A Holiday From HistrionicsMcGraw-Hill, parent to Standard & Poors, announced on Monday that it received a Wells notice from the SEC related to S&Ps rating of a collateralized debt obligation from 2007 (yes, 2007).
September 23, 2011
Beware of Fraud in Self-Directed IRAs: SEC, NASAAThe SECs Office of Investor Education and Advocacy and NASAA issued an Investor Alert warning investors of the potential risks associated with investing through self-directed IRAs.
September 23, 2011
Top 10 Worst Financial Meltdowns by AthletesThese superstars blew through their hoards of cash long before retirement, which means they could've used some good financial advice.
September 23, 2011
One-Third of Retirees Receive Annuity IncomeOver one-third of retirees receive income from annuities, but for the majority, these instruments provide just 4% of their income, according to a report released Sept. 16 by LIMRA.