Retirement (142)
Concern over Aging Clients Overblown
- Sunday, 30 March 2014
- Retirement
- Written by PFA News
Fears that advisor practices that have elderly clients will lose value as Americans begin to draw down assets in retirement are overblown. So maintains Michael Kitces in the Nerd’s Eye View blog.
Read more...DoL Eyes August Deadline for Retirement Plan Advisor Regs
- Friday, 14 March 2014
- Retirement
- Written by PFA News
The Department of Labor has set an August target for deciding if it should impose a rule that would stipulate that retirement plan advisors put their clients’ interests first. So reports CNBC.
Read more...Retirement Planners Overstating Income Needs
- Saturday, 08 March 2014
- Retirement
- Written by PFA News
Many retirement planners estimate that clients will need the equivalent of 70% to 80% of their working income in retirement, but that may overstate needs for many retirees, especially those who are higher-income earners. So reports CNN.
Read more...Many Failing to Plan for Income Generation in Retirement
- Saturday, 01 March 2014
- Retirement
- Written by PFA News
The author of “Don’t Eat Dog Food When You’re Old” says too many individuals and advisors focus on capital accumulation for retirement but fail to make plans for generating income during the golden years. So reports benefitspro.
Read more...BlackRock Rolls Out Funds Based on Retirement Indexes
- Saturday, 22 February 2014
- Retirement
- Written by PFA News
BlackRock has rolled out five bond funds that will track the firm’s CoRI retirement Indexes. So reports Reuters.
Read more...DC Plans are a Big But Unpursued Opportunity
- Sunday, 16 February 2014
- Retirement
- Written by PFA News
In a recent TD Ameritrade survey of advisors, 80% of respondents said they believe defined contribution retirement plans are an attractive opportunity, yet few say they are pursuing the market. So reports benifitspro.
Read more...Retirement Plan Participants Lack Access to Income Options
- Saturday, 08 February 2014
- Retirement
- Written by PFA News
In a recent TIAA-CREF survey, 72% of respondents either said they participate in defined contribution plans that lack retirement income options or they are unaware of the plans offering such products. So reports planadvisor.
Read more...Retirement Expectations Not Matching Reality: Study
- Saturday, 11 January 2014
- Retirement
- Written by PFA News
One researcher has found that 75% of pre-retirees expect life to improve when they retire, but only 40% of retirees say that has been the case. So reports Financial Advisor.
Read more...DoL Seeks to Remove 401(k) Plan Trustee
- Friday, 03 January 2014
- Retirement
- Written by PFA News
The Department of Labor has filed litigation in the U.S. District Court for the Northern District of Illinois seeking to have Eugene Aguirre removed as the sole trustee for the Sunstrand Electric Company Inc. Employees 401(k) Profit Plan and Trust. So reports PlanAdvisor.
Read more...Target Date Funds’ Popularity Growing in 401(k) Plans
- Friday, 03 January 2014
- Retirement
- Written by PFA News
A study by the Investment Company Institute and the Employee Benefit Research Institute has concluded that target date funds are growing increasingly popular in 401(k) plans. So reports Financial Advisor.
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