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.
Top Firms for 401(k) Rollovers by IRA Investors
By Danielle AndrusFidelity is the most likely firm to be chosen by investors looking for somewhere to roll their 401(k) assets to.
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
August 31, 2011
DB Plans Reduce Risk of Inadequate Retirement Income by 12 PointsA 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 31, 2011
Dan Ariely: ‘Overpaid’ Advisors Grossly Miscalculate Retirement NeedsIn a controversial blog post sure to attract the attention and possibly the ire of financial advisors, author and behavioral economics professor Dan Ariely says a simple algorithm can do what overpaid advisors do, probably with fewer errors, and that the basics could be done by highly trained monkeys.
August 30, 2011
401(k) Investors Who Choose TDFs Stay With ThemRetirement plan participants who invest in target-date funds tend to stay with them, the Employee Benefit Research Institute announced Tuesday.
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.