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.
China Considers 401(k)-Style Retirement Plan
By Danielle AndrusWhile the 401(k) model took some heat after the recession, it appears to have inspired at least one other country to consider similar plans.
July 25, 2011
Average 401(k) Balance Among HSA Participants More Than Double Non-Participants’Participants in health savings accounts generally save twice as much in their 401(k) accounts than non-HSA participants, Fidelity announced Monday.
July 25, 2011
5 Misconceptions on IRA Rollovers Lead Advisors to Bungle ‘Unique Opportunity’McKinsey study says wealth managers 'failed to mobilize their advisory forces' to offer proper help to clients on rollovers.
July 22, 2011
Americans Need Financial Plan B: State FarmAmericans do not have a back-up plan for their finances, State Farm says, and of those who do, 58% say it only exists in their head.
July 20, 2011
To Improve Target-Date Fund Performance, Folio Uses Relational DiversificationFolio Investing announced on Monday that since launching its suite of target-date funds in 2007, the average return for the 2010, 2020, 2030 and 2040 Moderate target-date folios was 1.13% higher per year than the average return for comparable target-date funds offered by three other mutual fund companies.
July 19, 2011
Optimism Drives Up Retirement Savings: The HartfordAmericans expect their personal finances to improve in the next year, and consequently are increasing their retirement savings, The Hartford announced Monday.
July 14, 2011
DFA Shows New Focus on Retirement Planning at Chicago ConferenceFund company rolls out ‘Managed DC’ product for U.S. market, following Bill Bradley speech on U.S. retirement challenges.
July 13, 2011
401(k) Provider Releases ‘All-In’ Fee CalculationLincoln Trust Co., a Denver-based third-party administrator, introduced the Personalized Expense Ratio (PER) Wednesday, which allows participants, plan sponsors, and advisors to see the actual cost of their plans without having to perform calculations themselves.