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.
401(k) Investors Who Choose TDFs Stay With Them
By Danielle AndrusRetirement plan participants who invest in target-date funds tend to stay with them, the Employee Benefit Research Institute announced Tuesday.
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.
August 21, 2011
Madoff Whistleblower Markopolos Slams Banks Over Pension Fund FeesBernie Madoff whistleblower Harry Markopolos is back in the news, this time taking on the banking sector over the fees they charge in retirement plans.
August 17, 2011
Life Insurance Missing Piece of Financial Portfolios: SurveySlightly less than half of U.S. adults who have a financial advisor and a financial plan have ever discussed adding life insurance to their plans, according to a survey released Tuesday by Saybrus Partners.
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.