IMHO: “Out” Spoken
About two months ago, the Department of Labor asked the public for some insights on retirement income via a request for information, or RFI.
Tag: Retirement Income
Many HNW Baby Boomers Reduce Spending to Recoup Losses
The financial crisis destroyed almost a quarter of high-net-worth Baby Boomers’ wealth, according to a recent survey.
Retirement Picture for Early Boomers not that Bad
A new report indicated that while Early Boomers lost a lot of money ($1 trillion) during the economic downturn, they have already recovered roughly half of these losses,...
ING Adds Variable Annuity to Product Suite
ING's U.S. operations, which merged its annuity and rollover businesses to form ING Financial Solutions last year, has added what it said is a simpler, lower-cost variable annuity...
Survey Finds Fewer Americans Saved for Retirement Last Year
Fewer Americans are saving for retirement and many still aren’t saving at all, according to a survey commissioned by online investing firm Scottrade.
Fidelity: Cost of Retiree Health Care Jumps Again
Fidelity Investments' annual Retiree Health Care Costs Estimate indicated a 65-year-old couple retiring this year will need $250,000 to pay for medical expenses throughout retirement, not including nursing...
fiduciary fitness
Deferred Gratification
Final section 409A regulations are complicated, but offer opportunities for advisers
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...
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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...