May-Jun 2008

Fresh Perspectives

Fees, retirement income, QDIAs, and 403(b)s offer advisers sales and service opportunities

Retirement Confidence Plummets in EBRI Survey

The percentage of workers very confident about having enough money for a comfortable retirement decreased sharply, from a mere 27% in 2007 to fewer than one in five (18%) in 2008, the biggest one-year drop in the 18-year history of the Employee Benefit Research Institute's (EBRI) Retirement Confidence Survey.

Want Adds

What your client needs is someone to help him understand his fiduciary responsibility