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.
What Do CPAs Really Want?
By Ellen UzelacWhen 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 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...
July 13, 2007
The Government's Role in RetirementA new Government Accountability Office analysis has found that retiree health insurance and pension plans are strongly associated with when workers retire.
July 12, 2007
Hancock Developing 401(k) Rollover ProgramJohn Hancock plans to launch by the fourth quarter of 2007 a new rollover program called Retirement Income & Rollover Solutions (RIRS) for use by participants in the 401(k) plans run by its Retirement Plan Services (RPS) unit.
July 01, 2007
Retirement RedefinedIt seems retirement has been redefined, and the new definition includes part-time work. This change from the traditional retirement vision of sitting on a porch...
July 01, 2007
Getting Your Affairs in OrderDeath. No one likes to confront it, but Wynne Whitman is in the business of serving clients who must face it, and is now trying...
July 01, 2007
Lesson 6: Longevity RiskOne often reads that at the end of the 20th century, life expectancy in the U.S. hit a record high of approximately 73.6 years for...