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.
Reversionary Annuities: A Low-Cost Way to Protect Surviving Beneficiaries?
By Robert Bloink, William H. ByrnesReversionary annuities are a low-cost way to ensure that a surviving beneficiary will have adequate income after the death of another.
December 20, 2011
Gen Y Better Savers Than BoomersYounger investors have done a better job of embracing self-directed investing than older investors, a report released Tuesday by TD Ameritrade found.
December 20, 2011
Special Needs Planning, Pt. 3: Merrill Lynch Unveils Special Needs CalculatorA wheelchair-bound child's family gets financial advice and grows up to help others.
December 20, 2011
ASPPA to DOL: Extend Fee Disclosure Rule DeadlineThe American Society of Pension Professionals and Actuaries (ASPPA) is urging the Department of Labor to extend the deadline for complying with fee disclosure regulations as the department has yet to issue final guidance on either.
December 20, 2011
Top 30 401(k) Plans of 2011Brightscope on Tuesday released its third annual list of the best 401(k) plans for 2011, and some of the best plans were airline-related.
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.