Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
A Generation Ages
By Staff WriterAmeriprise Financial Inc. is preparing to launch a television advertising campaign that will remind the oldest baby boomers that they are about to turn ...
December 12, 2005
Deal To Make Morningstar A Bigger Money ManagerThe best-known mutual fund rating firm is expanding its investment management operations.[@@]The firm, Morningstar Inc., Chicago, says it has agreed to acquire Ibbotson Associates ...
December 05, 2005
Feds Give Plan Amendment DetailsThe Internal Revenue Service has published a notice that gives technical compliance details concerning a number of regulatory changes that will affect 401(k) plans ...
December 05, 2005
MassMutual Updates UL LineMassachusetts Mutual Life Insurance Company has introduced a pair of death benefit guarantee products.[@@]The products, the UL Guard and SUL Guard products, give purchasers ...
December 01, 2005
MetLife Offers Income Inflation ProtectionMetropolitan Life Insurance Company is introducing an income annuity feature that can protect purchasers against rapidly rising prices.[@@]Metropolitan Life, a unit of MetLife Inc., ...
December 01, 2005
Survey%3A Fied Annuity Buyers Prefer 1%2DYear GuaranteesU.S. consumers seem to expect to see interest rates continue to rise.[@@]Researchers at Beacon Research Publications Inc., Evanston, Ill., have published data supporting that ...
December 01, 2005
Adding Property to the MixPurchasing real estate has long been a vehicle that investors use to help pad their retirement, but a growing trend among investors these days is...
November 30, 2005
Phoeni Withdrawal Benefit Can Protect SpouseThe Phoenix Companies Inc. has introduced a deferred variable annuity with a living benefit rider that can guarantee income for a surviving husband or ...