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.
Security Benefit, Mesirow Financial Team Up on Fiduciary Service
By Melanie WaddellSecurity Benefit and Mesirow Financial Investment Management Inc. recently joined forces to help employers offer a retirement plan for their employees, and to assume the fiduciary role of selecting investments for participants.
January 26, 2012
Four Retirement Plan Features Employers Need to EmphasizeEmployees are in need of simple, straightforward guidance regarding their retirement plans, a survey released Wednesday by State Street Global Advisors found.
January 24, 2012
Industry Groups to DOL: Fiduciary IRA Request 'Difficult'After a Tuesday meeting with DOL over its fiduciary IRA request, industry trade groups are still limited in how much help they can provide.
January 24, 2012
Gen X: Lonely Hearts, Empty WalletsA report released Monday by the Insured Retirement Institute found while overall, Gen X investors lack retirement confidencetwo-thirds doubt theyll have enough money to live comfortably in retirement or cover medical expensesmarital status is an indicator of how well prepared they are.
January 24, 2012
Society of Actuaries Releases Two Consumer Retirement BriefsAs part of its Managing Retirement Decisions series, the Society of Actuaries released two retirement planning briefs in December in order to help consumers deal with some of the challenges.
January 23, 2012
Target-Date Funds Beat Q3 Returns, End 2011 Down: IbbotsonTarget-date funds struggled to recover from volatility left over from a 'very tough third quarter,' according to the Ibbotson Target Maturity Report, released Monday.
January 20, 2012
How to Prepare Now for Sharply Rising Tax RatesAffluent investors are likely to face double- and even triple-digit increases in tax rates in 2013, but a new whitepaper offers tips on planning for this eventuality.
January 19, 2012
6 Critical Trends for Retirement Plans in 2012Lincoln Trust released a report on six megatrends that would affect the retirement plan industry in 2012.