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.
Former Bush Economist Floats Retirement Reform Plan
By Melanie WaddellAn economist to former President George H.W. Bush unveiled a proposal to reform the retirement savings system by replacing the deduction for contributions to retirement savings accounts with a flat-rate refundable credit deposited directly into a savers account.
September 01, 2011
Philanthropy’s Cutting EdgeHelping clients develop their philanthropic impulse should be a slam dunk — but often it’s not. Why? For starters, experts say, many advisors…
August 31, 2011
Plan Sponsors: Don't Breach Fiduciary Duty in Excluding TPA's Proprietary FundsA white paper sponsored by Great-West argues in favor of including funds from a retirement plan's TPA affiliates; no conflict of interest
August 31, 2011
DB Plans Reduce Risk of Inadequate Retirement Income by 12 PointsA report from the Employee Benefit Research Institute found that having a defined-benefit plan at age 65 reduces risk for boomers and Generation X workers by almost 12 percentage points.
August 31, 2011
Dan Ariely: ‘Overpaid’ Advisors Grossly Miscalculate Retirement NeedsIn a controversial blog post sure to attract the attention and possibly the ire of financial advisors, author and behavioral economics professor Dan Ariely says a simple algorithm can do what overpaid advisors do, probably with fewer errors, and that the basics could be done by highly trained monkeys.
August 30, 2011
401(k) Investors Who Choose TDFs Stay With ThemRetirement plan participants who invest in target-date funds tend to stay with them, the Employee Benefit Research Institute announced Tuesday.
August 29, 2011
Lose One for the GipperApparently weve got the go-ahead to begin calling this the Obama recession.