Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Retirement Planning: Fund Firms Get Ahead of Summary Prospectus Deadline
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniWhile mutual funds are busy getting up to speed with the Securities and Exchange Commission's summary prospectus rule--the Commission only requires mutual fund companies to...
July 01, 2009
Expert's Corner: When A Sure Thing Goes BustIf you have ignored the latest schemes dreamed up by enterprising insurance agents to sell large life insurance policies, it is time to get educated...
July 01, 2009
Inflation or Deflation? Looking for Signs of Future PricesMembers of the Retirement Income Industry Association and friends keep asking me a difficult question: Are retirement portfolios more at risk from inflation or from...
July 01, 2009
Frustrations of a Variable Annuity AdvocateTwo and a half years ago, in the fine pages of this magazine, I described my road-to-Damascus like conversion from a variable annuity critic...
July 01, 2009
Retirement NewsA new study of target-date fund investments by the Employee Benefit Research Institute (EBRI) found that participants in 401(k) plans dominated by those with low...
June 29, 2009
NAVA CEO Sees No Need for Additional Insurance RegulatorWeatherford also reaffirmed NAVA's commitment to the consumer protection principles of transparency, suitable sales and education, and training.
June 25, 2009
Fund Firms Get Ahead of Summary Prospectus DeadlineSEC likely to request variable annuity summary prospectus soon
June 25, 2009
Crisis Hits Middle-Class Retirees HardErnst & Young study finds this group's retirement is at risk