July – August 2012

Forging Ahead

How advisers can take advantage of the shifting retirement plan landscape

Current Events

As a kid, I thought that summer—synonymous with vacation—meant I didn’t have to keep up with things happening outside my small universe.

Talking Points

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.

Adviser Is Driver of Retirement Readiness

Working with a financial adviser is one of several steps participants can take to improve their readiness for retirement and become more confident in making financial decisions, according to the Putnam Lifetime Income Score.

Average 401(k) Balance Jumps 8%

Fidelity Investments reported its average 401(k) balance rose to $74,600 at the end of the first quarter, up 8% from the end of fourth-quarter 2011.

Guaranteed Income Appeals to Younger Generations

Eighty-seven percent of American workers of all ages say they find it “very” or “some-what” appealing to be able to turn at least a portion of their retirement savings into a guaranteed income, according to The Hartford’s Guaranteed Retirement Income study.