RISE Launches Retirement Income Marketing Tools for Advisers
For financial advisers wanting to educate clients about and sell retirement income solutions, the Retirement Income Solutions Enterprise (RISE) offers an engagement system.
Tag: Retirement Income
Strategic Insight Checks Out New Retirement Income Solution
Strategic Insight published an in-depth report containing detailed information on standalone living benefits (SALBs) based on proprietary document research and extensive interviews.
Advisers Cite Client Anxiety about Retirement
Clients are making unwise decisions more often than usual, according to most advisers.
Market Impact on 401(k) Accounts Differs Among Participants
Whether participants view 2008 as a good year for earnings on their 401(k) or a bad year can depend on account balance, age, or job tenure, according to...
Participants Lack Knowledge about Retirement Income Options
Retirement plan participants have a low awareness of retirement income strategies, a report from Spectrem suggests.
Longevity Risk Makes for More Frugal Elderly
One potential reason why some elderly run down their assets slowly is uncertainty over their life spans, suggests an analysis by the National Bureau of Economic Research (NBER).
Affluent Retirees Worry about Retirement Savings
Recent market setbacks have led affluent retirees to show greater interest in receiving a guaranteed income stream, according to a survey by MFS Investment Management.
Schwab Unveils Real Life Retirement Services Product
Charles Schwab&Co. has launched Real Life Retirement Services, to provide practical help for people making the transition to retirement.
Some HNW Individuals Push Back Retirement Plans
Research from Phoenix Companies found high-net-worth (HNW) consumers are altering their retirement plans in light of the financial crisis, but four in 10 are not talking to financial...
Need for Help in Retirement Income Planning Grows
New reports from the Vanguard Center for Retirement Research indicate American workers increasingly need help to generate a sustainable income stream in retirement and a variety of solutions...
Fund Managers Optimistic, but Concerned about Retirement Income
The top concerns of fund managers during the next 10 to 20 years focus on inadequate retirement incomes from defined contribution (DC) plans for large segments of the...
Planning Ahead Proved Difficult
In the past year, retirees/pre-retirees with financial planners lost money at about the same rate as those without financial planners, according to a survey of Consumer Reports readers.
Study Says Social Security Shifts Influencing Retirement Patterns
A new study suggests that changes in Social Security rules have influenced retirement and working patterns.
intro
What’s in a Name?
"Fiduciary" is a word that is widely used but frequently misunderstood in the world of retirement plans.
practice management
Getting Your Fare Share
Scrutiny of fees has never been more intense. What is reasonable? Ensuring your revenue stream fits your business
trendspotting
Many Unaware of Pending Retirement Risk
More than four out of 10 households statistically at risk for not having a large enough retirement nest egg and who will be in serious trouble when health-care...
investment-oriented
Measuring the Unmeasurable
Nobody has agreed how best to benchmark lifecycle funds. What to consider when making that determination.