Retirement Planning
May 21, 2012
Mary Beth Franklin: Will 401(k) fee disclosure boost index funds?
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With plan fiduciaries looking at costs more closely, passively managed funds likely to be attractive
May 20, 2012
Dilemma for Ford retirees: Monthly check or lump sum?
About 90,000 white-collar retirees of Ford Motor Co. and the financial advisers who help them are facing a major decision: continue to receive a monthly check from the defined-benefit pension plan or leave the plan by taking a lump sum that the auto giant will likely offer over the next 30 to 60...
May 20, 2012
No easy fix to withdrawal rates in retirement
Some recent articles in InvestmentNews and SmartMoney, among other publications, have questioned the viability of the “4% rule,” which suggests that a long-term maximum withdrawal of 4% from a client's savings each year in retirement is a prudent rule of thumb....
May 15, 2012
Star adviser Evensky on board with retirement specialist designation
Joins Board of Governance of RIIA's retirement income designation program
May 14, 2012
Young workers on 401(k) offerings: We want sure things
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Gun-shy employees keen on investments that provide guaranteed income; little interest in diversification
May 13, 2012
Health becoming new focus of wealth
G uess which financial issue is uppermost in your preretiree clients' minds, yet one that they seldom will discuss with you? The answer — and a huge problem for society as a whole, as well as your clients, in particular — is health care....
May 10, 2012
Golden years? Financial elder-abuse now epidemic
Nearly 60% of instances of mistreatment involve monetary exploitation; what's an adviser to do?
May 9, 2012
Windfall or downfall? Clients often lost with found money
Unexpected big check can throw people's bearings off; 'shock and denial'
May 9, 2012
Putnam's Reynolds aim to put retirement security on election agenda
Executive lays out three points he says should be addressed in every campaign
May 9, 2012
Indexed target date funds hitting the mark with plan sponsors
Employers seeking lower fees, less volatile results through passive management
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