For more stories like this, sign up for the PLANADVISERdash daily newsletter.
Products May 28, 2009
Principal Adds Educational Guides to Retirement Income Edge Program
Principal Financial Group released more educational guides about retirement income for financial advisers.
Reported by Rebecca Moore
Principal said the new educational materials explore:
- Social Security Considerations for Married Couples
- Benefits of Delaying Retirement
- Net Unrealized Appreciation
- Five Key Retirement Risks.
“One of the biggest risks we face in retirement is outliving our savings,” said Randy Bachman, assistant vice president, Retirement and Investor Services at The Principal, in a release. “Now more than ever before investors are turning to financial professionals to guide them through ways to reduce that risk.”
The guides are part of Principal Retirement Income Edge, a program to provide financial professionals with education, tools, and other resources to help meet client needs and grow their retirement income planning business (see “Principal Offers Retirement Income Planning Tools for Advisers’).
You Might Also Like:
BlackRock Makes TDF With Annuity Option Its Plan QDIA
BlackRock plan participants will now be defaulted into its LifePath Paycheck, which offers an option to annuitize a portion of...
Morningstar Drops Recommended Safe Withdrawal Rate to 3.7%
According to analysts, higher equity valuations and lower fixed-income yields caused them to reduce their average safe withdrawal rate from...
EBRI Panel: DC Plans, Social Security Can Create Strong Retirement Security Net
Panelists speaking at the institute’s winter policy forum made the case that a strengthened defined contribution system can partner well...
« New York Life Offers Advice Service for Taft-Hartley Plans