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.
IRA Assets at $3.7 Trillion
By Staff WriterIndividual retirement account assets saw their third consecutive year of growth in 2005, reaching a record high of $3.67 trillion, according to a new report...
February 01, 2007
Lesson 1, The Trigonometry of Retirement IncomeIt is generally believed that stock markets, interest rates and investment returns move in periodic cycles. Unfortunately, these cycles are swamped with noise and only...
February 01, 2007
A Progress Report on Fee-Based BusinessThe industry's exhortation about the appeal of the fee-based business model has never been more emphatic. Firms are pushing it. Advisors are embracing it --...
January 25, 2007
A Lifecycle Fund Product Offers Income for LifePlan sponsors and advisors concerned with generating retirement income for their clients will soon have another product to consider: The newly minted Prudential IncomeFlex from...
January 25, 2007
ETFs in Retirement PlansInvest n Retire, a Portland, Oregon-based company in the business of providing technology solutions to the retirement finance industry, has added New York -based WisdomTree...
January 17, 2007
IRAs Still Underutilized, Survey FindsA new study by Fidelity Investments and its clearing arm, National Financial, reveals that despite the fact that seven out of 10 people fear they won't have enough money to live on in retirement, only 46% of them are using an IRA for retirement savings.
January 01, 2007
NEWS & PRODUCTSThe Internal Revenue Service is mulling a new Enrolled Retirement Plan Agent (ERPA) designation to allow retirement plan professionals who are not approved to represent...
January 01, 2007
DC Advisor-Sponsor MatchmakerFor Fred Barstein, founder and CEO of Palm Beach County, Florida-based 401kExchange, one of the most important issues in the retirement finance space today is...