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.
Retirement News and Products
By Staff WriterLong-term care costs continue to rise. According to a recent study commissioned by New York Life Insurance Company's Long-Term Care Division, the average cost for...
January 01, 2008
Innovation in InsuranceRetirement income distribution -- it's the talk of the trade. And no one is in a better position to capitalize on the ?ber-dollar opportunity than...
December 27, 2007
The Hartford Snaps Up Sun Life Retirement Services, TopNogginThe Hartford Financial Services Group recently acquired Boston-based Sun Life Retirement Services (RSI) from the U.S. division of Sun Life Financial Inc., and TopNoggin, a Powell, Ohio-based defined benefit and administrative consulting firm.
December 27, 2007
More Small Businesses to Adopt 401(k) PlansThe 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 18, 2007
Gender Gap in Retirement Savings NarrowingThe Employee Benefit Research Institute (EBRI) examined in its November 2007 EBRI Issue Brief the percentage of working women participating in a retirement plan, how participation differs from men, and how the "gender gap" in retirement coverage is changing.
December 14, 2007
DOL Issues Fee Disclosure RegsThe Department of Labor (DOL) introduced December 12 its long awaited proposed rules on enhancing the fee disclosures that fiduciaries of 401(k) plans and other employee benefits plans receive to help them determine whether the compensation paid to plan service providers is reasonable, as well as conflicts of interest that...
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...