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.
Rollovers Drive Increase in IRA Market Share
By Danielle AndrusCerulli 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 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.
January 27, 2012
Security Benefit, Mesirow Financial Team Up on Fiduciary ServiceSecurity 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
401(k)s to Overtake Pensions as Primary Retirement Vehicle in 2012: State StreetIn 2012, more people will save for retirement in 401(k)-type plans than in traditional pensions, which means employees need better guidance from plan sponsors, says State Street Global Advisors.
January 26, 2012
Small, Mid-Size Plans Hit DC ‘Sweet Spot’More than one-third of the defined-contribution plan market is made up of small- to mid-size plans, Cerulli Associates announced Thursday.
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.