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.
Hartford to Reduce Fixed-Income Fees
By Danielle AndrusThe Hartford Mutual Funds announced Sept. 22 that fees on six fixed-income funds would be permanently reduced. The funds affected by the fee reduction are The...
September 17, 2010
MFS Adds New 2050 Target Date Mutual Fund to LineMFS has added to its Lifetime target date mutual fund series with a new entry: the MFS Lifetime 2050 Fund (MFFSX).
September 16, 2010
Putnam to Manage Nevada's 529 Advisor-Sold PlanMaking a bigger foray into the 529 college savings plan market, Putnam Investments was selected as the program manager for Nevada's 529 College Savings Plan, which is sold nationwide through financial advisors.
September 16, 2010
Putnam to Manage Nevada’s 529 Advisor-Sold PlanMaking a bigger foray into the 529 college savings plan market, Putnam Investments was selected as the program manager for Nevada's 529 College Savings Plan.
September 14, 2010
ING Study Finds Public Employees Share Same Retirement Stresses as Private EmployeesIn a study released Monday by ING Institute for Retirement Research, government employees are finding just as much insecurity and uncertainty about retirement as those in private industry.
September 14, 2010
Biggest Barriers to Lifetime Income Adoption: Fiduciary Liability, Insurer InsolvencyRetirement planning experts told the Departments of Labor (DOL) and Treasury on Tuesday that the main obstacles to widespread adoption by plan sponsors of offering lifetime income options within
September 10, 2010
PowerShares to Launch ETFs Using KBW IndexesInvesco PowerShares announced Thursday, September 9, that it had signed an agreement with Keefe, Bruyette & Woods (KBW) to license four KBW indexes.
September 10, 2010
GOP, Offering Plan, Rejects Obama's Call to End Bush-Era Tax CutsHouse Republican leader John Boehner proposed a two-part plan that he said would stimulate the economy and stop the tax hikes suggested by President Barack Obama during his speech about the nation's economy on Wednesday, September 8.