Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
11 Best & Worst Broker-Dealer 401(k) Plans: 2016
By Dan BermanThe difference between a high-rated and a low-rated plan can add up to tens of thousands of dollars in lost savings, according to BrightScope.
March 04, 2016
Retirement Plan Sponsors Have ‘Succumbed to Short-Term Pressures’: MFSThree-quarters of plan sponsors say they will put an investment manager under review based on underperformance over one or three years, MFS finds.
March 03, 2016
How an Aging Work Force Can Thrive in the Digital EconomyDigital technology done right can keep the worlds aging populations independent, active and working longer than previously possible, the OECD says.
March 02, 2016
Retirement Income 25% Lower for Women: NIRSWomen past traditional retirement age have about 25% lower incomes than men of the same age, according to the National Institute for Retirement Security.
March 02, 2016
How to Pay School Loans and Save for Retirement at the Same TimeA new benefit platform will let companies sync retirement savings and student debt payments.
March 01, 2016
What’s Next for Variable Annuities After DOL Fiduciary Rule?VAs will have to evolve once the DOL fiduciary rule is finalized. Fee-based VAs or rider-free annuities may fit the bill, Byrnes and Bloink write.
March 01, 2016
Will Student Debt Crush Recent Grads’ Retirement?If today's working-age households had the same level of student debt as those recently leaving college, what kind of effect would that have on their retirement?
March 01, 2016
Social Security: Managing New Claiming Strategies, BenefitsFor advisors with clients approaching retirement age, it is important to keep in mind that there are several options for structuring Social Security benefits.