Tag: Retirement Income

trendspotting

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...

trendspotting

Affluent Most in Demand for Retirement Income Services

Advisers should use a "holistic" approach to tap the lucrative market of providing retirement income services to affluent investors, according to TowerGroup.

micro scope

Best of Both Worlds

Once the province of large plans, "hybrid" cash balance now makes sense for micro plans

viewpoint

Do Well by Doing Good

You bring more to a retirement plan than your expertise

In Practice

September 22nd, 2008

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.

In Practice

September 18th, 2008

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.

In Practice

August 6th, 2008

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

retirement income

As Good as Annuity

Annuities are crucial to the retirement income discussion

trendspotting

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.

trendspotting

Growing Pains

Advisers grow business despite market conditions

trendspotting

Not Matching Up

Most 401(k) participants make savings mistakes

dean's list

The Rest of the Story

A couple of months back, AARP published a report on how economic worries are affecting Americans

In Practice

July 16th, 2008

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...

In Practice

June 30th, 2008

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.

cover story