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.
Successfully Saving
By Kara P. StapletonAs the level of responsibility an individual has in saving for retirement increases, combined with a boost in longevity, especially for the well off, and...
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...
May 27, 2008
DOL's Priorities for 2008 and BeyondThe Department of Labor (DOL) will continue to scrutinize the indirect compensation that advisors acting as pension consultants receive, warned Alan Lebowitz, a DOL official,...
May 08, 2008
A Need to Work TogetherThe government and policymakers must work together if the 401(k) plan is going to remain the dominant private-sector device for retirement savings, said Paul Schott...
May 01, 2008
Making Volatility a Retiree's FriendJ. Michael Martin's goal for his clients, about 80% of whom are retirees or those getting ready to retire, is not to have a negative...