Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Lincoln Annuity Rider for DC Plans
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniLincoln Employer Markets recently launched a new program for defined contribution plans called i4LIFE Advantage, an annuity rider on DC plans that gives participants the ability to convert their retirement plan savings into lifetime income with an opportunity for growth.
May 01, 2007
Back to SchoolIBM's newly minted personal finance and education benefit program for its 127,000 employees, "IBM MoneySmart," heralds the beginning of the type of program retirement finance...
May 01, 2007
NEWS & PRODUCTS, May 2007Fidelity Investments released in late March its seventh annual estimate of the lifetime healthcare costs that retirees will face, and the news is not good....
May 01, 2007
They Need to Stay FlexibleWhen calculating the amount of income that a client will need in retirement the traditional recommendation is that it should be somewhere around 70% to...
May 01, 2007
A Tale of Two RetirementsLife, as one learns soon enough, rarely rolls out according to plan. A stroke of luck, good or terrible, can change things in a flash....
April 30, 2007
T. Rowe Names Cynthia Egan to Head Retirement UnitT. Rowe Price Group announced that effective May 14, Cynthia Egan will become president of T. Rowe Price Retirement Plan Services, which provide defined contribution plan services to more than 2,900 plans and 1.5 million participants.
April 26, 2007
Battle of the Sexes in Retirement PlanningIt looks as though the battle of the sexes is alive and well when it comes to retirement. New research by Fidelity Investments has found...
April 26, 2007
Retirement Security for AllThe Retirement Security Project, a joint undertaking of Georgetown University and the Brookings Institution, has set itself the goal of taking retirement savings in America...