Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Gender Gap in Retirement Savings Narrowing
By Melanie WaddellThe Employee Benefit Research Institute (EBRI) examined in its November 2007 EBRI Issue Brief the percentage of working women participating in a retirement plan, how participation differs from men, and how the "gender gap" in retirement coverage is changing.
December 01, 2007
Too Many OptionsThe defined contribution (DC) plan has become an increasingly important part of retirement planning in Europe, and experts believe it will continue to gain ground...
December 01, 2007
Lesson 11: Feast or Famine First?The ancient biblical story of Joseph and King Pharaoh tells of a famous dream of the king in which the land of Egypt was prophesized...
December 01, 2007
Grasping the New 403(b) RulesWhile critics have said the new rules regarding 403(b) plans will pile on the paperwork, there are definite upsides to the pending changes, retirement experts...
December 01, 2007
NEWS & PRODUCTS, DECEMBER 2007There's an "excellent chance" that the Department of Labor (DOL) will finalize its three initiatives dealing with 401(k) fee disclosures before Congress can pass a...
December 01, 2007
Fighting the Good Fight on 401(k)sDavid Loeper's MISSION is to keep 401(k) plan participants from getting ripped off. In his new book, Stop the 401(k) Rip Off, (Bridgeway Books, 2007),...
December 01, 2007
Target Date: NowA few years ago, you'd be hard-pressed to hear the term "lifecycle" or "target date" funds being bandied about the financial services arena. Today, however,...
November 20, 2007
A Low Cost 401(k) PlanSt. Louis-based Blue Ocean Portfolios, part of Huntleigh Capital Management, Inc., has launched Ocean 401(k), what it says is one of the lowest cost, full-service 401(k) plans in the industry. With a focus on diversification, low fees and rebalancing, Ocean 401(k) uses low cost index mutual funds to construct and...