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.
Pensions for Teachers Improve Productivity, Turnover Rate, Report Finds
By Danielle AndrusPensions are good for the education system, the National Institute for Retirement Security found in an October report.
October 29, 2011
Longevity Insurance: An Answer to Your Clients’ Biggest Worry?Are your clients concerned about spending down their retirement assets too early and spending the last years of their lives destitute? Enter longevity insurance.
October 27, 2011
Account Balances, Not Participation, Called Best Measure of Retirement Plan SuccessPlan sponsors need to remember the primary goal of retirement plans: namely, for participants to accrue sufficient savings to retire comfortably.
October 26, 2011
The Great Retirement RethinkRetirement was once such a tidy thing. You worked, you saved, you retired. Not anymore. As an affluent investor in a new study by Hearts & Wallets puts it: I dont think retirement is the buzzword it once was. Okay, yeah right, retirement. Okay, yeah right, Ill win the lottery....
October 25, 2011
DOL Probing Improper BD, RIA Compensation From ERISA PlansThe Department of Labor has recently investigated eight BDs under Consultant/Adviser Project, focusing on improper compensation by benefit plan consultants and investment advisors.
October 25, 2011
4 Surprising Ways to Grow Your Practice; Exclusive Cerulli Retirement Income Survey: November Investment Advisor—SlideshowIn October 2011's Investment Advisor cover story, Angie Herbers shows how to build a business that can grow without you micromanaging every aspect. Also, findings from our Cerulli's advisor survey on retirement income, and more.
October 25, 2011
DOL's Borzi: Retirement Fiduciary Re-Proposal Out Early Next YearDOL plans to repropose its controversial rule amending the definition of fiduciary shortly after the first of the year, EBSA's Phyllis Borzi said Tuesday at ASPPA.
October 24, 2011
Putnam Introduces Funds, Tool to Help Retirees Manage IncomePutnam 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.