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.
New Tool for Advisors
By James J. GreenFidelity Investments will be rolling out a Web-based retirement income planning tool during the month of September through its three advisor-servicing units: Fidelity Investments Institutional Services Company (FIIS), National Financial, and Fidelity Registered Investment Advisor Group (FRIAG).
September 01, 2007
Failure to Compute?Are computer models that meet the statutory requirements set out in the Pension Protection Act (PPA) an effective tool to use to provide investment advice...
September 01, 2007
NEWS & PRODUCTS, SEPTEMBER 2007Participants who consistently held accounts in 401(k) plans from 1999 through 2006 increased their account balance at an annual rate of 8.7%, according to a...
September 01, 2007
Changes Ahead for 403(b)sRetirement plan advisors, distributors, and providers are finding themselves responding on the fly to the trends shaping the 403(b) and 457 markets. The old model...
September 01, 2007
Lesson 8: Defined Benefit Pensions: Winners & LosersMost professionals in the financial services industry are now aware of the continuing decline of traditional private-sector defined benefit (DB) pensions. Each new company press...
August 29, 2007
Guaranteed Income Gap GrowingA new study on retirement readiness suggests that most pre-retirees seriously underestimate the number of years they will be retired and thus the amount of savings they will need to last them through those years.
August 24, 2007
Rollovers Up Sharply, Spectrem Report ShowsAccording to a report by Spectrem Group, assets rolled over from other retirement accounts, primarily savings type plans such as 401(k)s and 403(b)s, to IRAs in 2007 stood at $489.3 billion, up 38% from $353.4 billion in 2004.
August 23, 2007
Testing Advisors' Fiduciary Know-HowThe Centre for Fiduciary Excellence LLC (CEFEX), an independent global assessment and certification organization based in Toronto, is putting advisory firms through a rigorous assessment process to determine their level of fiduciary responsibility.