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.
NAPFA Makes Big Comeback at National Meeting
By Bob Keane"NAPFA is back," Bill Baldwin, 2009-2010 chair of the National Association of Financial Advisors, told the assembled multitude as the organization of fee-only planners opened its national meeting in Chicago on Wednesday, May 19.
May 18, 2010
403(b) Plans 'Remarkably' Healthy After Recession, PSCA Survey FindsDespite a potentially crushing recession, the 403(b) retirement plan system appears to be healthier than ever. That's the finding from a survey released last week from the Profit Sharing/401k Council of America (PSCA).
May 17, 2010
Jackson National Life Adds to Robust Insurance Earnings SeasonOn the heels of strong results reported by Principal, Genworth and The Hartford, Jackson National Life Insurance Co. announced Monday, May 17, that it...
May 17, 2010
Fidelity Poll Shows Advisors Shifting from Firm Cuts to Growth in 2010By Joyce Hanson Despite continuing market uncertainty, 86% of brokers and advisors polled at Fidelity Investments' executive forum in April said they are focused on firm...
May 13, 2010
New Faith-Based Funds Aim to Increase Sales in Non-Profit SectorBoomers looking for investments that reflect their beliefs can take advantage of three new fund families offered by The Hartford. The company recently announced it...
May 13, 2010
America's Moment of ClarityOne of the greatest examples of the farce that is socialist economic theory was France under the latest reign of its Parti Socialiste (no translation...
May 13, 2010
Blue Vault Report: Non-Traded REITs Market Sees 12 New Offerings in 2009A record number of non-traded real estate investment trusts were launched in 2009, adding 12 new REITs to the universe of 36, independent research firm Blue Vault Partners announced this week.
May 13, 2010
Indexed Universal Life for the Small Biz MarketSmall business owners looking to offer a complete indexed universal life (IUL) portfolio in their qualified plans now have access to these products through two members of National Life Group.