2011 Retirement Income Symposium

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  Putnam’s Reynolds Calls for ‘Assured Income’ in DC Plans

  By Sherry Christie  |  October 24, 2011

  An FDIC-like national insurance pool could facilitate converting retirement savings into assured income, Reynolds tells Retirement Income Symposium attendees

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  MFS’ Pozen Takes Aim at U.S. Deficit, Slams Target-Date Funds: RIS

  By Sherry Christie  |  October 21, 2011

  Éminence grise of investment management invites Retirement Income Symposium attendees to ponder 8.5% rates of return on state pensions.

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  IAA’s Tittsworth: Fiduciary Ruling Likely in Q1 of 2012: RIS

  By Sherry Christie  |  October 21, 2011

  At Retirement Income Symposium, David Tittsworth provides recent history and likely next developments on fiduciary standard for all.

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  Options Usage Means More High-Net-Worth Clients, Study Finds: RIS 2011

  By John Sullivan, AdvisorOne  |  October 19, 2011

  Advisors who use options have larger books of business and tend to be more experienced than advisors that do not use options.

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  On Fixed Income, ‘Europe Is Wild Card,’ Say Fidelity Managers: RIS 2011

  By James J. Green, AdvisorOne  |  October 19, 2011

  Two fixed income gurus from Fidelity explore the bond universe’s pros and possible cons for attendees at the Retirement Income Symposium.

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  Pozen Argues for $5T Plan to Cut U.S. Debt: Retirement Income Symposium

  By James J. Green, AdvisorOne  |  October 18, 2011

  Bob Pozen, the chairman emeritus of MFS Investments in Boston, has a long-term plan to cut the enormous U.S. debt, and it involves Social Security, “the only big number that we know how to solve.”

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  Retirement Income Symposium: Reynolds on Policy; Birke on Communication

  By James J. Green, AdvisorOne  |  October 17, 2011

  In Boston, Putnam’s Bob Reynolds makes the case for new retirement policy, while Commonwealth’s Kol Birke and David Juliano provide practical guidance on client communications.

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  Protecting Retirement Income Post-Downgrade--What Do You Do?

  By John Sullivan, AdvisorOne  |  August 24, 2011

  What’s to be done? It’s a loaded question everyone is asking in the wake of the S&P downgrade and resulting market volatility.