Four percent annual withdrawals from a defensively positioned portfolio may be a good starting point for discussing retirement income, but in reality, such a simple approach will not work for everyone. A robust retirement income plan includes consideration of anticipated mandatory and discretionary expenses, regular assessments of risk in the equity portfolio, active coordination of bond holdings, minimization of taxes, the weighing of income insurance and much more. Find below a series of helpful articles on all these topics. We hope you will share some of what you read with a client or colleague.

Award recipients will be recognized at the PLANADVISER Industry Leader Awards in New York City.

CEO Dan Houston discusses recent moves furthering the firm's asset management focus.

Experts at a DB Summit discussed the resurgence of cash balance plans and the advantages of variable benefit plans tied to the markets.

Pooled employer plans are still a nascent offering in the retirement market, but an increasing number of advisers want them available as an option and discussion point—even if they’re not recommending them.

The firm was hit with a complaint for allegedly keeping a Fidelity fund without moving to options that were less expensive for investors.