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.
Putnam Introduces Funds, Tool to Help Retirees Manage Income
By Marlene Y. SatterPutnam Investments on Monday officially launched its Retirement Income Lifestyle Funds, a suite of three income-oriented mutual funds, along with a retirement income analysis tool that can be used with the funds to make sense of the complexities presented by the savings withdrawal phase of retirement.
October 21, 2011
Benartzi Says 401(k) Success Hinges on Improving Access, Removing 3 Obstacles: CFDD 2011Its not enough to think about improving outcomes.
October 21, 2011
Millennials See Social Security as Doomed, Aren’t Saving, EitherHalf of millennials do not believe Social Security will still exist when they are ready to retire, a survey released Wednesday by the iOMe Challenge and conducted by the St. Norbert College Strategic Research Institute found.
October 21, 2011
MFS’ Pozen Takes Aim at U.S. Deficit, Slams Target-Date Funds: RISminence grise of investment management invites Retirement Income Symposium attendees to ponder 8.5% rates of return on state pensions.
October 20, 2011
7 Processes for Retirement Planning: CFDD 2011Retirement planning has been pushed as a product over the past several years, Jack Gardner of Thornburg Investments said. Advisors who focus on planning as a process rather than pushing a series of products, though, will get more assets.
October 20, 2011
Benartzi, Thaler and Previtero Attack the ‘Annuity Puzzle’Financial industry professionals have long grappled with the so-called 'annuity puzzle'-the quandary as to why savers who would seem to rationally benefit from annuitizing a portion of their savings do not avail themselves of the opportunity.
October 19, 2011
FINRA, LIMRA Cite Workers' Lack of Retirement SavingsJust at FINRA urged workers on Tuesday to save more in their 401(k) plans in order to receive their full employer match, LIMRA Retirement Research said the same day that 40% of Americans 18 and older save nothing each month toward retirement.
October 18, 2011
Pozen Argues for $5T Plan to Cut U.S. Debt: Retirement Income SymposiumBob Pozen, the chairman emeritus of MFS Investments in Boston, has a long-term plan to cut the enormous U.S. debt, and it involves Social Security, the only big number that we know how to solve.