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 & PRODUCTS, NOVEMBER 2007
By Staff WriterFrancois Gadenne, founding chairman of the Retirement Income Industry Association (RIIA), says that the next challenge for the financial services industry is coming up with...
November 01, 2007
Lesson 10: Questions to Ask Annuity WholesalersGuaranteed living benefits (GLiBs) within variable annuities have evolved from being an ancillary benefit offered on a rather boring investment product, and have now grown...
October 24, 2007
DOL Shuns Stable Value as Default 401(k) OptionThe Department of Labor (DOL) has decided to ban stable value funds as default options in 401(k) plans. The decision is a blow for the insurance industry, which lobbied Congress and the DOL to include stable value among qualified default investment alternatives (QDIAs).
October 23, 2007
A DB Plan Partner for Small BusinessesWhile defined benefit plans are now almost extinct in the large corporate space, they're alive and kicking in America's small business world, according to Karen Shapiro, co-founder and CEO of San Mateo, California-based Dedicated Defined Benefits Services.
October 23, 2007
Retirement Assets See a Boostotal U.S. retirement assets rose to a record $16.6 trillion in the first quarter of this year, up from $16.4 trillion at year-end 2006, according to a new statistical series launched today by the Investment Company Institute (ICI).
October 15, 2007
FRC: Income Planning Interest May Have PeakedResearchers at Financial Research Corp. have found that investment firm managers want to get back to basics.In 2005, when FRC, Boston, studied the retirement income ...
October 15, 2007
FRC: Income Planning Interest May Have PeakedResearchers at Financial Research Corp. have found that investment firm managers want to get back to basics.In 2005, when FRC, Boston, studied the retirement income ...
October 04, 2007
Lifetime Income Products DebutFidelity Investments unveiled a group of retirement income products and online applications for advisors and clients, October 3, aimed at helping retirees generate more predictable monthly cash flow streams for certain time horizons, or for life.