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.
Special Needs Planning Special Report, Pt. 1: Merrill Releases a Calculator
By Marlene Y. SatterMerrill Lynch on Thursday premiered a special needs calculator for the parents and caregivers of special needs individuals. The calculator is designed to assist in calculating the amount of money necessary to sustain a special needs person throughout life.
December 14, 2011
SEC's Rominger: Agency Using 'Investor Testing' in Target Date Rulemaking ProcessThe SEC is conducting 'investor testing' as part of its rulemaking efforts on target date funds, to help the agency assess 'the types of information that investors believe are most useful when they choose their investments,' Eileen Rominger, director of the SECs Division of Investment Management, said Tuesday.
December 09, 2011
Retirement Plan Investment Options Beginning to Decline: Aon ReportAfter a decade of increasing investment choices in defined contribution plans, employees want simpler, and employers appear to be listening.
December 07, 2011
Social Security Reform Proposal From 2010 Gets Second LookFollowing the supercommittees failure to make recommendations on how to reduce the deficit, the Urban Institute released on Monday a paper analyzing the potential effects of the Commissions recommendations should they be enacted.
December 06, 2011
8 Moves Investors Should Make in 2012: Brinton EatonBrinton Eaton, a New Jersey-based wealth advisory firm, has some suggestions for investors for the coming year, starting with keeping the faith in equities and keeping a tight rein on emotions.
December 06, 2011
Are Target Date Funds the ‘Single Product Solution’?Yes, they remain popular, despite 2008, but they are not the income-producing Holy Grail of DC plans.
December 05, 2011
5 Solutions to Pension ProblemFailing to address the public pension crisis promptly would be economically catastrophic, triggering bankruptcies of cities, school systems and potentially even entire state governments.
December 02, 2011
Are Your Clients Saving Too Much for Retirement?Its an olde but goode; part of a perpetual debate. What is the appropriate replacement rate to target when saving for retirement?