Income Planning

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  Plan Sponsors Focus on Fee Disclosure Rules

  By Michael S. Fischer  |  May 21, 2013

  Retirement plan sponsors face a slew of challenges as they try to stay competitive while dealing with the requirements of new fee disclosure rules, according Mesirow Financial’s 2013 Retirement Plan Survey.

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  Dr. Michael Finke: The 2013 IA 25 Extended Profile

  By John Sullivan, AdvisorOne  |  May 21, 2013

  The traditional 4% withdrawal rule is fine in a static world, but when was the last time the world was static?

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  Employees Taking Proactive Approach to Financial Planning

  By Danielle Andrus, AdvisorOne  |  May 20, 2013

  Employees appear to be taking responsibility for their retirement saving and financial situation over all.

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  Top Portfolio Products: Goldman Launches Alts Fund

  By Marlene Y. Satter, AdvisorOne  |  May 17, 2013

  Also announced in the last week: an emerging-markets government bond index fund from Vanguard.

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  Early Boomers May Be Last Generation on Track to Retire Well

  By Danielle Andrus, AdvisorOne  |  May 16, 2013

  An analysis of income data by The Pew Charitable Trusts found that younger cohorts of investors are more likely to experience downward economic mobility in their retirement than older investors.

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  Nationwide Releases Fee-Based Variable Annuity

  By John Sullivan, AdvisorOne  |  May 14, 2013

  Nationwide is the latest company to join an industry push to convince advisors that their concerns with VAs have been addressed.

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  Financial Engines to Include IRAs on Income+ Offering

  By John Sullivan, AdvisorOne  |  May 13, 2013

  Financial Engines, which claims to be America's largest independent RIA, announced it is expanding its services to include IRAs.

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  Low Interest Rates Wallop Retirees: EBRI

  By Melanie Waddell, AdvisorOne  |  May 13, 2013

  The low-interest-rate environment “has an extremely large impact on failure rates” when it comes to meeting retirement goals, EBRI's research director says.

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  More Clients Will Be Hit With Higher Medicare Costs Under Obamacare

  By Robert Bloink, Esq., LL.M., William H. Byrnes, JD, LL.M.  |  May 13, 2013

  Under Obamacare, income-based Medicare premiums for both HNW and lower-net-worth clients clients may sharply rise. Here are your options.

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  Financial Security Necessary to Be a Good Person: N.Y. Life Study

  By Danielle Andrus, AdvisorOne  |  May 10, 2013

  Members of Gen X and Gen Y are less satisfied with their financial situation than their parents, according to a New York Life study released Thursday.