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.
News and Products
By Staff WriterNew research by Cerulli Associates has found that the 403(b) market is just as profitable, if not more so, as other defined contribution businesses. Of...
August 01, 2007
Insuring a Secure RetirementA retirement planning strategy that was popular in the 1980s but fell out of favor is being revived: using life insurance to create personal, defined...
August 01, 2007
Lesson 7: AnnuitizationThe "A" word strikes fear into the hearts and wallets of advisors throughout the financial services industry. Irreversibly handing over a lump sum of money...
August 01, 2007
What Do CPAs Really Want?When consultant Libby Dubick wrote a column recently on getting referrals from certified public accountants, she was deluged with calls and e-mail from frustrated financial...
July 26, 2007
Unprepared, Yet ConfidentWhen it comes to retirement planning, minority workers lag quite far behind the rest of the American population, according to the Employee Benefit Research Institute's...
July 26, 2007
Staying SuppleCareful and thorough retirement income projections go a long way toward safeguarding the future, but life is full of so many twists and turns that...
July 19, 2007
Fiduciary FirstThe pension plan of Rockford, Illinois-based Savant Capital Management, is the first in the U.S. to be certified by the Centre for Fiduciary Excellence (CEFEX), based in Toronto. The criteria for certification include "22 fiduciary practices that seek to increase long-term investment performance by diversifying the portfolio across multiple asset...
July 19, 2007
Employers Continue to Ditch DB PlansMore and more pension plan sponsors are either closing their defined benefit pension plans to new hires or have frozen it to all participants because...