Tag: Retirement Income
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.
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
trendspotting
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
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...
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.