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.
Advisor’s Top Job: Helping Clients Stay Cool, Survey Says
By Janet LevauxIn hot markets, its crucial for advisors to do plenty of hand-holding and other work, say most financial advisors polled by Russell Investments.
September 15, 2011
Senate Panel Hears Sharp Disagreement on Improving Retirement SavingsAt a Senate Finance Committee hearing on Thursday experts on retirement policy sharply disagreed over the best course to improve Americans ability to retire with some financial security. Proposals ranged from substantial changes in the current system to adjustments that would not alter it drastically.
September 09, 2011
Former Bush Economist Floats Retirement Reform PlanAn economist to former President George H.W. Bush unveiled a proposal to reform the retirement savings system by replacing the deduction for contributions to retirement savings accounts with a flat-rate refundable credit deposited directly into a savers account.
September 09, 2011
No-Lapse Guaranteed UL DisappearsWhat has happened to no-lapse guaranteed universal life insurance?
September 08, 2011
Top Firms for 401(k) Rollovers by IRA InvestorsFidelity is the most likely firm to be chosen by investors looking for somewhere to roll their 401(k) assets to.
September 01, 2011
Philanthropy’s Cutting EdgeHelping clients develop their philanthropic impulse should be a slam dunk — but often it’s not. Why? For starters, experts say, many advisors…
August 31, 2011
Plan Sponsors: Don't Breach Fiduciary Duty in Excluding TPA's Proprietary FundsA white paper sponsored by Great-West argues in favor of including funds from a retirement plan's TPA affiliates; no conflict of interest