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.
A Holiday From Histrionics
By John SullivanMcGraw-Hill, parent to Standard & Poors, announced on Monday that it received a Wells notice from the SEC related to S&Ps rating of a collateralized debt obligation from 2007 (yes, 2007).
September 23, 2011
One-Third of Retirees Receive Annuity IncomeOver one-third of retirees receive income from annuities, but for the majority, these instruments provide just 4% of their income, according to a report released Sept. 16 by LIMRA.
September 23, 2011
Dodd-Frank’s Call for a Federal Insurance RegulatorAre life insurance and annuities in line for federal regulation under Dodd-Frank?
September 22, 2011
FINRA, SEC: 4 Ways to Spot Retirement ScamsIn August, FINRA and the Securities and Exchange Commission released to investors a fact sheet outlining various retirement scams and ways to prevent falling victim to them.
September 21, 2011
Guaranteed Products Keep Investors in the Stock MarketThose who invest in products with guarantees are more likely to stay invested in the stock market, even during short-term losses, a survey released Wednesday by Prudential found.
September 19, 2011
Employees Need ‘Drastic Improvement’ in Retirement Planning: Financial FinesseDespite earlier findings that employees were renewing their focus on long-term planning issues like retirement, new research from Financial Finesse found that its not enough.
September 17, 2011
Barney Frank to DOL: Revise Fiduciary Rule on Retirement PlansDemocratic Congressman writes Labor Secretary Solis, calling for her to withdraw and repropose fiduciary rule under ERISA; FPA and FSI voice approval
September 16, 2011
At FPA San Diego, Alicia Munnell Paints Bleak Retirement PictureAlicia Munnell, director of the Center for Retirement Research at Boston College, told attendees at the FPA Experience 2011: We have a significant increase in retirement needs and a decrease in available retirement resources.