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.
Lost your health insurance? Take vitamins
By John SullivanNot to be flip, but it's a growing trend, and one reason the vitamin industry is booming among boomers. According to an October 29th article...
November 01, 2009
Retirement NewsA new 33-country survey by global consulting firm Mercer of organizations that sponsor defined contribution (DC) retirement plans reveals widespread adoption of automatic enrollment and...
November 01, 2009
Retirement Planning: Congress to Tackle Pension Funding, Investment AdviceCongressional action on two key areas of retirement planning--defined benefit (DB) funding and investment advice--are expected to come by year-end, which is good news to...
November 01, 2009
Capitol PlayerCATHY WEATHERFORD: PRESIDENT AND CEO, INSURED RETIREMENT INSTITUTE; WASHINGTON, D.C. SOUNDBITE: "The stakes have never been higher. Our members are very thankful they have an association...
November 01, 2009
Danger & Opportunity: Crafting a Better Target Date FundStriving to help investors pull in higher retirement incomes, Putnam Investments has revamped its existing line of target date funds by integrating target absolute return...
November 01, 2009
What Goes for RobinsRecently, a reader of my August column "A Field in Flux" asked me for more details about business models relevant to the retirement income opportunity....
November 01, 2009
Annuity Analytics: Back to BasicsIn my recent travels through the world of retirement income planning, it seems to me that many industry participants have forgotten two important facts...
October 30, 2009
Work longer, live longerBoomers may work until they die, but, according to new research from the American Psychological Association, the longer they work, the later that time will...