Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Recession Fears Changing Money Habits
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniWhen 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
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...
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...
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...
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 18, 2007
Gender Gap in Retirement Savings NarrowingThe 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 14, 2007
DOL Issues Fee Disclosure RegsThe Department of Labor (DOL) introduced December 12 its long awaited proposed rules on enhancing the fee disclosures that fiduciaries of 401(k) plans and other employee benefits plans receive to help them determine whether the compensation paid to plan service providers is reasonable, as well as conflicts of interest that...
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),...