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.
Cohen & Steers: Investors Should Seek High-Dividend Stocks
By John SullivanA 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 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.
August 11, 2011
BlackRock Adds Index Funds for DC Plans as Index Trend GrowsBlackRock's head of defined contribution plans, Chip Castille, says the firm's launch of 10 new index funds comes in response to a growing trend toward index funds for DC plans.
August 10, 2011
Sponsors Limit Target Date Fund Picks: FRC StudyAlthough an entire series of target date funds may be marketed to retirement plan sponsors, they may decide to choose only a few funds out of the series, according to a new analysis of 401(k) recordkeeper platforms by the Financial Research Corporation
August 02, 2011
Retirement Crisis Overblown, Rand, NBER SaysA new report from the National Bureau of Economic Research and the Rand Corp. finds seven in 10 Americans between the ages of 66 and 69 are “adequately prepared” for the consumption levels required for a successful retirement.
August 02, 2011
Decisions, Decisions: Too Much Choice Hard for InvestorsAn academic study explores why too much choice is not good for retirement plan investors.
August 01, 2011
Employees Renew Retirement Focus in Q2Employees are turning their focus to long-term financial issues like retirement planning as day-to-day financial issues become more manageable, according to Financial Finesse.
August 01, 2011
Top 5 Factors for Allocating Retirement PortfoliosFive factors are largely responsible for building retirement plans that are able to address the myriad risks investors face, a report released Monday by the Insured Retirement Institute found.