Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Mackey to Leave NAVA
By Melanie WaddellAfter more than 12 years as president and CEO of NAVA, Mark Mackey has resigned to pursue other opportunities in the financial services arena.
January 01, 2008
Recession Fears Changing Money HabitsWhen 40% of Americans say their top New Year's resolution is paying off credit card debt, and 39% say their priority in 2008 will be...
January 01, 2008
Retirement News and ProductsLong-term care costs continue to rise. According to a recent study commissioned by New York Life Insurance Company's Long-Term Care Division, the average cost for...
January 01, 2008
Which QDIA Is Best?If you ask industry consultants what kind of effect qualified default investment alternatives (QDIAs) will have on the investment advisory industry and retiring boomers, they'll...
January 01, 2008
An Evolutionary Model of ChangeIs there even one financial advisor in the U.S. who isn't aware of the increasingly intense focus placed on boomer retirement? Driven by demographics and...
January 01, 2008
Innovation in InsuranceRetirement income distribution -- it's the talk of the trade. And no one is in a better position to capitalize on the ?ber-dollar opportunity than...
December 27, 2007
The Hartford Snaps Up Sun Life Retirement Services, TopNogginThe Hartford Financial Services Group recently acquired Boston-based Sun Life Retirement Services (RSI) from the U.S. division of Sun Life Financial Inc., and TopNoggin, a Powell, Ohio-based defined benefit and administrative consulting firm.
December 27, 2007
More Small Businesses to Adopt 401(k) PlansThe micro and small business segment of corporate America has, until now, been relatively underserved by the retirement finance industry, but according to retirement experts like Mark Gutrich, president of Denver-based ePlan Services, it is set to see a marked increase in 401(k) plans in 2008 and beyond, largely as...