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.
As Politicians Spar Over Social Security, 401(k) Planners Fill Retirement Gap
By Joyce HansonAmericas 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 09, 2011
No-Lapse Guaranteed UL DisappearsWhat has happened to no-lapse guaranteed universal life insurance?
September 08, 2011
Top Firms for 401(k) Rollovers by IRA InvestorsFidelity is the most likely firm to be chosen by investors looking for somewhere to roll their 401(k) assets to.
September 01, 2011
Philanthropy’s Cutting EdgeHelping clients develop their philanthropic impulse should be a slam dunk — but often it’s not. Why? For starters, experts say, many advisors…
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.