Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Insurance Education
By Kara P. StapletonThe American College's nineteenth annual Henry A. Deppe Lecture, which provides insurance agents, financial planners, attorneys, and accountants with a forum to learn about changes...
November 01, 2007
Institutional Approach for IndividualsAs senior financial advisor at Anchor Capital Management Group, Inc., in Irvine, California, Leon James applies the quantitative analysis and strategic asset allocation used with...
November 01, 2007
New Options in 401(k)sA new twist in retirement planning is taking hold: financial services companies are offering immediate annuities and longevity insurance--a deferred annuity--as an option in 401(k)...
November 01, 2007
Conversation ObligationFinancial planners want products and services that will facilitate discussions regarding retirement income planning with their clients, according to a new Financial Planning Association study...
November 01, 2007
Lesson 10: Questions to Ask Annuity WholesalersGuaranteed living benefits (GLiBs) within variable annuities have evolved from being an ancillary benefit offered on a rather boring investment product, and have now grown...
October 24, 2007
DOL Shuns Stable Value as Default 401(k) OptionThe Department of Labor (DOL) has decided to ban stable value funds as default options in 401(k) plans. The decision is a blow for the insurance industry, which lobbied Congress and the DOL to include stable value among qualified default investment alternatives (QDIAs).
October 23, 2007
A DB Plan Partner for Small BusinessesWhile defined benefit plans are now almost extinct in the large corporate space, they're alive and kicking in America's small business world, according to Karen Shapiro, co-founder and CEO of San Mateo, California-based Dedicated Defined Benefits Services.
October 23, 2007
Retirement Assets See a Boostotal U.S. retirement assets rose to a record $16.6 trillion in the first quarter of this year, up from $16.4 trillion at year-end 2006, according to a new statistical series launched today by the Investment Company Institute (ICI).