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.
DB Plans Reduce Risk of Inadequate Retirement Income by 12 Points
By Danielle AndrusA report from the Employee Benefit Research Institute found that having a defined-benefit plan at age 65 reduces risk for boomers and Generation X workers by almost 12 percentage points.
August 29, 2011
Lose One for the GipperApparently weve got the go-ahead to begin calling this the Obama recession.
August 29, 2011
Q2 Annuity Sales Continue RiseFollowing the Insured Retirement Institutes announcement on Aug. 17 that variable annuity sales increased 23% in the first quarter of 2011, the organization announced that second quarter annuity sales are up again.
August 24, 2011
Protecting Retirement Income Post-Downgrade--What Do You Do?Whats to be done? Its a loaded question everyone is asking in the wake of the S&P downgrade and resulting market volatility.
August 24, 2011
Cohen & Steers: Investors Should Seek High-Dividend StocksA new white paper released by investment manager Cohen & Steers on Monday maintains that dividend oriented companies are "strongly positioned to continue raising pay-outs and deliver solid returns." The report also says these companies are trading at attractive prices and offer great upside potential.
August 21, 2011
Madoff Whistleblower Markopolos Slams Banks Over Pension Fund FeesBernie Madoff whistleblower Harry Markopolos is back in the news, this time taking on the banking sector over the fees they charge in retirement plans.
August 17, 2011
Life Insurance Missing Piece of Financial Portfolios: SurveySlightly less than half of U.S. adults who have a financial advisor and a financial plan have ever discussed adding life insurance to their plans, according to a survey released Tuesday by Saybrus Partners.
August 16, 2011
Great West Launches Fee Disclosure TemplateGreat West Retirement Services announced Aug. 11 that it has created a template to help advisors comply with the Department of Labors 408(b)(2) fee disclosure rules.