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.
Employers Continue to Ditch DB Plans
By Melanie WaddellMore and more pension plan sponsors are either closing their defined benefit pension plans to new hires or have frozen it to all participants because...
July 01, 2007
Retirement RedefinedIt seems retirement has been redefined, and the new definition includes part-time work. This change from the traditional retirement vision of sitting on a porch...
July 01, 2007
Getting Your Affairs in OrderDeath. No one likes to confront it, but Wynne Whitman is in the business of serving clients who must face it, and is now trying...
July 01, 2007
Lesson 6: Longevity RiskOne often reads that at the end of the 20th century, life expectancy in the U.S. hit a record high of approximately 73.6 years for...
July 01, 2007
Stable Value or Not?As the Department of Labor prepares to finalize its proposed regulation on qualified default investment alternatives (QDIAs) in 401(k) plans, the debate rages on as...
July 01, 2007
NEWS & PRODUCTS, JULY 2007A new group has been formed to help independent third-party recordkeepers' voices be heard on Capitol Hill. The Council of Independent 401(k) Recordkeepers (CIKR), a...
July 01, 2007
Portrait of a Branch ManagerReaching into a credenza drawer, Cynthia Laden Newman scoops out heaping handfuls of Snickers, 3 Musketeers, Twix and Butterfingers from boxes and plunks the mini...
June 28, 2007
Inflation-Adjusted Guaranteed IncomeTo help retirees keep pace with inflation and still have guaranteed income, Minneapolis-based Thrivent Financial for Lutherans introduced this month a new single-premium immediate annuity. The...