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.
DOL Probing Improper BD, RIA Compensation From ERISA Plans
By Melanie WaddellThe Department of Labor has recently investigated eight BDs under Consultant/Adviser Project, focusing on improper compensation by benefit plan consultants and investment advisors.
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.
October 24, 2011
Putnam’s Reynolds Calls for ‘Assured Income’ in DC PlansAn FDIC-like national insurance pool could facilitate converting retirement savings into assured income, Reynolds tells Retirement Income Symposium attendees
October 24, 2011
DOL Finalizes Investment Advice Rule for Retirement PlansDOL's Borzi says rule should save retirement plan participants $7 billion-$18 billion annually; is separate from fiduciary rulemaking.
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.