Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Deferred Income Annuities Can Double Payouts Later in Life
By William H. Byrnes, Robert BloinkUsing the no-refund variety of DIAs provides extra income but also has potential downsides.
January 28, 2016
Senator Pushes Retirement Savings Account BillAmerican Savings Accounts would be modeled on the Thrift Savings Plan for federal workers, Sen. Jeff Merkley, D-Ore., says.
January 27, 2016
ESOPs May Help Reduce Income Inequality Among WorkersEmployee stock ownership plans appear to equalize wealth and wage distributions, according to a paper by economist Jared Bernstein.
January 27, 2016
Betterment for Business Officially Launches Robo-401(k)Betterment for Business, the robo-advisor's new 401(k) platform, officially launches today with about 50 plan sponsors already signed up to use it, Betterment announced.
January 26, 2016
Increasing Retirement Plan Participation in 5 StepsHeres the bad news: Most Americans arent doing enough to save for retirement. The good news: Most realize they need help planning.
January 26, 2016
DOL’s Perez: Fiduciary Rule to Be Wrapped Up in ‘Coming Months’Labor Secretary Thomas Perez also said the White House plans to push for auto-IRAs and boost MEPs in its upcoming 2017 budget.
January 22, 2016
With File-and-Suspend Dead, How to Maximize Social Security BenefitsStart with the SSAs own benefit calculator and check clients' earnings history before determining who should file and when, Bloink and Byrnes write.
January 22, 2016
Social Security a Top Concern of Iowa Caucus Goers: AARPPoll shows that more than nine in 10 Iowa caucus goers want presidential candidates to have a plan for the future of Social Security.