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.
Guaranteed Products Keep Investors in the Stock Market
By Danielle AndrusThose 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 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.
September 16, 2011
Advisor’s Top Job: Helping Clients Stay Cool, Survey SaysIn 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
Vanguard to Offer Bundled 401(k) Plans to Small BusinessesVanguard will offer a bundled 401(k) plan service for small companies, combining its services with the small-plans recordkeeping of retirement plan administrator Ascensus.
September 15, 2011
As Politicians Spar Over Social Security, 401(k) Planners Fill Retirement GapAmericas workers are relying more than ever on their employers to ensure theyll have enough money to retireand this trend toward paternalism is being embraced by mutual fund and insurance companies.
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?