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.
BoE Boosts QE
By Marlene Y. SatterThe Bank of England has injected another 50 billion pounds ($66.271 billion) into the British economy as it extended its quantitative easing (QE) program. Its monetary policy committee also opted to maintain its benchmark interest rate unchanged at 0.5%.
February 02, 2012
DOL Releases Long-Awaited 401(k) Fee Disclosure RuleLabors Employee Benefits Security Administration said Thursday it would extend the compliance deadline of rule 408(b)(2) to July 1.
February 01, 2012
Unconventional MethodsWhat does terrorism possibly have to do with the future of investment management?
February 01, 2012
Delivering Results in Volatile TimesThe financial markets movement in 2011 led many investors to seek stable income and steady business models; midstream MLPs and other partnerships benefitted from that interest.
January 30, 2012
Rollovers Drive Increase in IRA Market ShareCerulli Associates announced Monday that total assets in the U.S. retirement market, including public and private defined-contribution, defined-benefit and individual retirement account markets, increased 9.6% in 2010 to $15.8 trillion.
January 30, 2012
Law Associations, Industry Groups Support Older Americans Act of 2011The National Academy of Elder Law Attorneys, a professional association of attorneys dedicated to improving the quality of legal services provided to the elderly and people with special needs, announced on Monday their support for Sen. Bernie Sanders, I-Vt., bill to reauthorize the Older Americans Act.
January 30, 2012
State Retirement Assets Up 10% in 2010: Census BureauRetirement assets in public employee systems increased more than 10% in 2010 to $2.2 trillion, the U.S. Census Bureau reported on Jan. 26.
January 27, 2012
Employers’ Confidence in Workers’ Retirement Readiness Suffers Dramatic DropDespite efforts to help workers improve their retirement security through features like automation, a report from Aon Hewitt released Wednesday found that just 4% of employers are very confident about their employees chance at a secure retirement, down from 30% in 2011.