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, Pt. 3: Merrill Lynch Unveils Special Needs Calculator
By Marlene Y. SatterA wheelchair-bound child's family gets financial advice and grows up to help others.
December 19, 2011
Special Needs Planning, Pt. 2: How Merrill Calculator Can Help Special Needs FamiliesFamilies with special needs children can use Merrill Lynch's calculator to determine the best way to use their money to provide care.
December 16, 2011
Special Needs Planning Special Report, Pt. 1: Merrill Releases a CalculatorMerrill 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 15, 2011
Recordkeeper Calls for Retirement Plan Revolution with 401(k) 'Manifesto'Invest n Retire, which specializes in offering ETFs to DC plans, released a white paper calling for a revolution in the retirement industry," based on a new structure designed around exclusively offering ETFs as investment options.
December 14, 2011
MassMutual Introduces Pension Scorecard to Compare LDI, Traditional PortfoliosMassMutual announced that it had launched a pension funding scorecard that allowed its defined-benefit plan sponsors and advisors to compare the quarter-by-quarter performance of a liability-driven investing portfolio with a traditional 60% equity/40% fixed income portfolio.
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.