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.
POINT: Rising Dividends for Retirement Income
By Charlie FarrellThe topic of retirement income is on the top of most advisors minds these days.
September 30, 2011
Advisors Set to Capitalize on 403(b) Market's Growth, Cerulli SaysNew regulations that are shifting the 403(b) market present new opportunities for advisors, TPAs, and investment only asset managers, according to new research by Cerulli Associates.
September 29, 2011
How a Freethinking Economist Saved Your Retirement PortfolioResearch by economist Richard Thaler, a professor at the University of Chicago, has nudged vast numbers of Americans to a higher savings rate.
September 29, 2011
Public Sector Overwhelmingly Favors Pension-Style Retirement: NIRSA study found DB plans are strongly preferred over DC plans in the public sector, and investment returns are higher in DB plans than in 401(k)s.
September 29, 2011
ASPPA Launches New Association for 401(k) AdvisorsThe American Society of Pension Professionals & Actuaries announced on Thursday the launch of a new association to serve advisors in the 401(k) market.
September 27, 2011
Marital Status Is ‘Significant Factor’ in Women’s Retirement Confidence: IRIA report from the Insured Retirement Institute found that boomer womens confidence in retirement planning was significantly influenced by their marital status.
September 26, 2011
A Holiday From HistrionicsMcGraw-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
Beware of Fraud in Self-Directed IRAs: SEC, NASAAThe SECs Office of Investor Education and Advocacy and NASAA issued an Investor Alert warning investors of the potential risks associated with investing through self-directed IRAs.