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.
Cashing out to poverty
By Staff WriterThe Wall Street Journal reports on a disturbing trend, but one we're not all that surprised about. According to the paper, "as consumers max out their...
June 01, 2008
NEWS & PRODUCTS, JUNE 2008The Treasury Department and the Internal Revenue Service issued proposed regulations April 11 under section 430 of the Internal Revenue Code that provide employers sponsoring...
June 01, 2008
Retirement Planning at EnvestnetMike Henkel, former president of Ibbotson Associates, was recently tapped to be the managing director of Envestnet Asset Management's newly established Retirement Services Group. A...
June 01, 2008
What Will Retirement Products Look Like?This article does not claim to see the future of retirement products in a clear crystal ball, nor will it reveal dark secrets. It seeks...
June 01, 2008
What Will It Mean to Be an Independent Financial Advisor?With baby boomers moving into self-funded retirement, the advisor will need to become expert at risk analysis, risk management and financial life planning. There will...
June 01, 2008
Emphasizing Quality Over QuantityLaurie Hasso has changed her way of doing business since 1985, and not just in moving the financial planning firm she owns with her husband,...
May 29, 2008
A New Retirement HeavyweightWith its recent acquisition of CitiStreet LLC, one of the largest providers of retirement plans and benefit services in the U.S., ING Group is set to become a heavyweight in the retirement services industry--an area that Rick Mason, the president of ING U.S. Wealth Management's retirement services market, believes is...
May 29, 2008
Adding Guaranteed Income to a QDIAWhile the introduction of Qualified Default Investment Alternatives (QDIA) to defined contribution plans has enabled sponsors to help participants accumulate retirement savings, a new study released by Richmond, Virginia-based Genworth Financial during the company's 2008 Retirement Symposium in May has revealed that adding guaranteed income to a QDIA offers even...