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.
Mercer sees defined contribution plans as competitive tool
By Staff WriterMercer Consulting weighed in on the debate over the value of defined benefit (DB) plans versus defined contribution (DC) plans in the cover story of...
March 11, 2010
Fidelity Reports Growing Interest, and Investor Plans for Roth ConversionsA recent Fidelity Investment survey shows tax advisors believe some 43 percent of clients would benefit from a Roth IRA conversion, given that two-thirds...
March 11, 2010
The (middle) kids are all rightA recent study from the MetLife Mature Market Institute calls boomers born between 1952 and 1958 the "middle child" of the boomer generation. Despite being...
March 11, 2010
Study: Confidence stable, but savings are downWhile retirement confidence appears to be stabilizing, preparedness is still dwindling. A study by the Employee Benefits Research Institute found 16 percent of pre-retirees are...
March 11, 2010
SEC eyes target-date fundsTarget-date funds are the newest product in the Securities and Exchange Commission's crosshairs. Chairman Mary Schapiro recently announced the agency will begin examining the...
March 11, 2010
Obama's school of hard knocksI'll try to keep my schadenfreude in check. College students are finally getting the Econ 101 lesson they deserve, but it's coming from outside the...
March 10, 2010
EBRI's RCS Survey: Workers Postpone Retirement, Saving Less & ConfusedAmericans' preparations for retirement continue to decline, according to the 2010 Retirement Confidence Survey (RCS) released March 9 by the nonpartisan Employee Benefit Research Institute and Mathew Greenwald and Associates, a market research firm.
March 10, 2010
Immediate Annuities as Longevity InsuranceSome financial advisors still find that that fixed immediate annuities are a viable solution to retirement-income issues in the right circumstances.