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.
Retire now? Are you kidding?
By Staff Writer"If the delaying retirement trend becomes a reality, organizations will need to adapt their talent strategies and budgets to account for the unexpected retention of...
February 05, 2009
Cash in stock funds?Gregg Wolper of Morningstar asks if funds should be allowed to go to cash. "Many of the funds that have held up the best during this...
February 04, 2009
New Products: Adding Income Options to DC PlansFeatures like auto-enrollment encourage saving and improve the odds that retirees will avoid a funding shortage. DC plans aren't a retirement-savings panacea, however.
February 04, 2009
Industry News: Required Distributions Suspended for '09It's bad enough that many retirees' portfolios sustained significant losses during 2008. But income tax regulations on required minimum distributions, or RMDs, can make a bad scenario even worse.
February 04, 2009
Liability-driven investment strategies outperformed traditional allocations in '08Pension funds that used so-called liability-driven investment (LDI) strategies outperformed funds with traditional asset allocations in 2008 by a significant margin, according to global consulting...
February 04, 2009
Portfolio Management: Keeping Retired Clients on CourseMonte Carlo simulations are a significant improvement over forecasting methods that don't allow for variable results. But there's still a potential problem with the analyses.
February 03, 2009
Best places for boomers to thriveWhat makes a great boomer town? Considering now would be the best time to retire, bestboomertowns.com compiled research from informative sources like the U.S. Census...
February 03, 2009
New research: 401(k) fees take "substantial" toll on retirement savingsAs 401(k) plan participants become responsible for more of their plan costs, their fee accountability is taking a "substantial" toll on retirement savings, according to...