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.
More Small Businesses to Adopt 401(k) Plans
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniThe micro and small business segment of corporate America has, until now, been relatively underserved by the retirement finance industry, but according to retirement experts like Mark Gutrich, president of Denver-based ePlan Services, it is set to see a marked increase in 401(k) plans in 2008 and beyond, largely as...
December 01, 2007
Not So Bad After All?As an advisor, you may have seen first hand that planning for retirement and deciding how to spend that money can spark disagreement between couples...
December 01, 2007
Too Many OptionsThe defined contribution (DC) plan has become an increasingly important part of retirement planning in Europe, and experts believe it will continue to gain ground...
December 01, 2007
Lesson 11: Feast or Famine First?The ancient biblical story of Joseph and King Pharaoh tells of a famous dream of the king in which the land of Egypt was prophesized...
December 01, 2007
Grasping the New 403(b) RulesWhile critics have said the new rules regarding 403(b) plans will pile on the paperwork, there are definite upsides to the pending changes, retirement experts...
December 01, 2007
NEWS & PRODUCTS, DECEMBER 2007There's an "excellent chance" that the Department of Labor (DOL) will finalize its three initiatives dealing with 401(k) fee disclosures before Congress can pass a...
December 01, 2007
Fighting the Good Fight on 401(k)sDavid Loeper's MISSION is to keep 401(k) plan participants from getting ripped off. In his new book, Stop the 401(k) Rip Off, (Bridgeway Books, 2007),...
December 01, 2007
Target Date: NowA few years ago, you'd be hard-pressed to hear the term "lifecycle" or "target date" funds being bandied about the financial services arena. Today, however,...