Tag: Retirement Income
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Middle-Class Retirees Must Modify Living Standards
Retirees will outlive retirement savings if they continue at the same rate of spending
retirement income
The Inside Story
It's up to advisers to help sponsors and participants understand in-plan 'guaranteed' income products
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Women Could Face More Savings Shortfalls than Men
Recent research from Hewitt Associates says both women and men are on track to replace 85% of pay at retirement, assuming average life expectancy; however, women need to...
Giving Clients a Safety Net
If clients have a safety net of one to five years of retirement income, they wouldn’t be worried in this environment, according to CNBC’s resident retirement expert.
17 Questions to Ask About Home Equity in Retirement Planning
A new white paper helps advisers ensure their clients' retirement plans are safe from the declining housing market.
Advisers Concerned About Clients’ Retirement Preparedness
Think rising health care costs or the potential decreasing of Social Security benefits is the biggest threat to your client’s retirement security? You’re in the minority.
investment-oriented
A Calculated Risk
Risk-based funds remain popular on plan menus. Why some plans pick them, and how some advisers benchmark them
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Even You Might Not Be Saving Enough
It is the classic situation of the doctor who does not have time to exercise or the hairdresser with unkempt hair.
dean's list
The Rest of the Story
A couple of months back, AARP published a report on how economic worries are affecting Americans
Providers Unsuccessful at Retaining DC Plan Assets
Despite the increased focus on the need to capture Baby Boomers’ assets post-retirement, defined contribution plan service providers are largely unsuccessful at retaining participant assets after retirement, according...
Affluent Most In-Demand for Retirement Income Services
TowerGroup says advisers should use a “holistic″ approach to tap the lucrative market of providing retirement income services to affluent investors.
dean's list
College Bound
In just a couple of months, I will find myself in the unenviable financial position of having two children in college at the same time.
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Fresh Perspectives
Fees, retirement income, QDIAs, and 403(b)s offer advisers sales and service opportunities
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Features To Fix the 401(k)
The state of today’s 401(k) participant and what we can do about it