Income Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful retirement income plans.
September 01, 2008
Disclosure TimeThe Department of Labor's (DOL) recently proposed rule on 401(k) plan fee disclosure is being hailed by industry officials as a step in the right...
August 28, 2008
NAFA Says Nix SEC Rule 151AThe National Association of Fixed Annuities (NAFA) recently took a firm stand against the Security & Exchange Commission's (SEC) proposed Rule 151A, which would regulate index annuities as securities rather than as insurance products.
August 28, 2008
Fees Top Reason Plan Sponsors Switch ProvidersFees have become the top reason retirement plan sponsors switch providers, outpacing poor service, according to a new Spectrem Group report. Nearly one-third (30%) of plan sponsors cited cost/fees as the primary factor precipitating a change in plan providers, according to the report, "DC Market Needs."
August 28, 2008
Back to School on 403(b)sThis year, as budget makers in schools across the country decide whether the football team needs new uniforms or the gym really deserves to be repainted, they have one more item to add to their lists: How to deal with a new regulation, effective January 1, 2009, which is likely...
August 27, 2008
Durable goods do some goodSmall victory, we know, but we'll take it. Investors took heart this week from better-than-expected data on durable goods orders, in spite of a rise...
August 27, 2008
Hank's unholy trinityThis monster just won't die. Fannie and Freddie will survive, and we missed a historic opportunity to rid ourselves of them once and for all....
August 26, 2008
Managing flaws in managed payout fundsManaged payout funds may cost more than you think. MarketWatch points out some of the shortcomings these funds have, not the least of which is...
August 26, 2008
Major 'shake-up' to financial regulations expected for next year"Major" changes to U.S. financial regulations are expected to gain pace by early next year as an expected Democratic-led Congress and administration try to safeguard...
August 22, 2008
Multicultural consumers lag in financial product ownershipA "substantial" number of multicultural employees don't have jobs with retirement plans, according to new research from Synovate. The research firm's 2008 U.S. Diversity Markets...