fiduciary fitness
Deferred Gratification
Final section 409A regulations are complicated, but offer opportunities for advisers
Tag: Retirement Income
Smart401k Releases New Retirement Planning Tool
Smart401k has released a new proprietary retirement planning tool that provides clients with a way to track progress toward their retirement goals and determine how changes in retirement...
Recession Causes Confusion over How to Save for Retirement
A COUNTRY Financial survey revealed that 41% of respondents are more confused about how to save for retirement after the recession.
Mutual of Omaha Rolls Out Income Option
Retirement plan advisers looking to help participants (and plan sponsors) find a retirement income solution have another option to consider.
IMHO: Afford Abilities
There are in this--or perhaps any—business certain moments of epiphany that shed light and clarity,
Investors Not Flocking to New Retirement Income Products
Despite a proliferation of retirement income products and financial services firms’ best efforts to capture the retirement income market, no single leader has emerged in this space, according...
intro
Team Building
Whether in your affiliation, preferred provider relationships, or participant education, with whom you choose to do business matters
Analysis Shows How Using Home Equity Can Help in Retirement
Americans' reluctance to use home equity to fund retirement could result in more not being able to maintain their standard of living in retirement, according to a new...
More Workers, Retirees Turn to Financial Advisers for Help
As Americans regain confidence in their ability to retire, more workers and retirees turn to advisers for help, according to the 2010 Retirement Confidence Survey, released today by...
servicing strategies
Annuity in 401(k) Clothing
Next best thing to a pension, or just another tired solution in a box?
Workers Age 60+ Putting off Retirement for Financial Reasons
More than seven-in-10 (72%) workers over the age of 60 who said they are putting off their retirement are doing so because they can’t afford to retire financially,...
Average Cost of Retiree Health Care: $260,000
Health-care costs for retiring Americans, including nursing home care, average $260,000 and can exceed $500,000, according to research conducted by the Center for Retirement Research (CRR) at Boston...
RIAs Say $1M in Retirement Savings Is not Enough
While $1 million is frequently referenced by Americans as a standard level of retirement savings for average families, a new survey finds most registered investment advisers (RIAs) do...
dean's list
Projection Screen?
More than the subtleties of the law, the nuances of crafting a cogent legal brief, and the humiliations that often accompany the public exercise of the Socratic method,...
getting your money's worth
Pay Check
Sometimes, tracking your income can be the hardest part of serving the retirement plan market
Participants Paying More Attention to DB Plans
Mercer's outsourcing business saw a 40% increase in participant requests for calculations of their estimated defined benefit (DB) account values in 2009 versus 2008.
Newkirk Releases Retirement Readiness Package
Albany, New York-based Newkirk, a retirement plan communications provider, has unveiled a suite of retirement readiness communications and reports.
IMHO: Safety "Knot?"
Two weeks ago, the Department of Labor and the U.S. Treasury turned to the retirement plan community for some input.