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.
Retirement Planning: All God's Children Still Not Saving Enough
By Melanie WaddellA new study by MetLife finds that both groups of boomers--the younger set and the older one--are still not saving enough. The study, Boomer Bookends:...
March 31, 2009
Advisor confidence spikes at seven-month highA majority of registered investment advisors are in agreement that the U.S. economy will emerge from recession by 2010, according to The Advisor Confidence Index...
March 30, 2009
Now what for 401(k)s?The New York Times got the rundown from experts as to where 401(k)s are headed. Here's a summary of viewpoints, plus recent survey facts on...
March 26, 2009
Retirement Plan Advisor: Time Is Right for Standalone Lifetime BenefitThe standalone lifetime benefit (SALB) and it aims to bring together the best of the asset management world with the best of the variable annuities universe.
March 26, 2009
Working boomers will keep workingThe recession sent a shock wave through everyone's retirement plans, but had particular impact on baby boomers. A study from MetLife found while 60 percent...
March 26, 2009
Retirement Plan Advisor: ING Launches Peer Comparison SiteING recently launched a new online tool that leverages the benefits of peer comparison.
March 26, 2009
ICI endorses money market fund reformsA proposal to reform money market funds to make them "more resilient in the face of extreme market conditions" was unanimously endorsed by the Investment...
March 26, 2009
Retiree health expenses jump 50 percent since 2002A 65-year-old couple retiring in 2009 will have to pay an additional $80,000 in health care expenses as compared to 2002, even with Medicare coverage....