Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Tell me why I don't like Mondays
By John SullivanIf they got it right, the markets will absorb the shock without too much more damage to the broader economy. If they got it wrong,...
September 11, 2008
Collective trusts present growing opportunityAccording to an SEI white paper released in May, collective investment trusts are presenting a significant business opportunity in the defined-contribution market. The paper cites...
September 11, 2008
FPA Supports Federal Oversight of Indexed AnnuitiesAs the comment period on the SEC's proposal to regulate indexed annuities as securities under the Securities Act of 1933 came to a close on September 10, the Financial Planning Association (FPA) told the SEC it supports federal regulation of indexed annuities.
September 11, 2008
Generous grandparents seek formal plans for college fundingMost grandparents, although ready and able to help with their grandchildren's college fund, have not been able to formulate a concrete plan with their children...
September 11, 2008
Recession fears grow on jobs reportThe August employment report released last week shows unemployment increased to 6.1 percent from 5.7 percent in July, according to The Economist. Jobs have fallen...
September 09, 2008
Phased Retirement RealitiesMore employers are interested in phased retirement programs as more American workers decide to put off a full-fledged retirement and opt to work part time instead. However, legal and regulatory impediments must be worked out before such programs can proliferate.