Income Planning

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  For Income Funds, Name May Determine Destiny

  By John Sullivan, AdvisorOne  |  June 5, 2013

  The amount of money flowing into funds with "income" in their name is three times larger than that of other funds.

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  Injecting Some ‘Forethought’ Into VA Space

  By John Sullivan, AdvisorOne  |  June 5, 2013

  Firms are entering the variable annuity space with new product issues—are they crazy? Like a fox, some would say.

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  Guardian Launches New Participant Website

  By Danielle Andrus, AdvisorOne  |  June 5, 2013

  Guardian Insurance and Annuity Co. launched on Tuesday a new website to help participants in 401(k) plans learn more about planning for retirement.

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  Workers Need Retirement Motivation: Prudential

  By Danielle Andrus, AdvisorOne  |  June 4, 2013

  Most employees are only moderately motivated to save for retirement, according to research released May 30 by Prudential.

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  JPMorgan, ADP to Wind Up 180 Abandoned DC Plans

  By Melanie Waddell, AdvisorOne  |  June 3, 2013

  DOL announced that it had approved a process for JPMorgan Chase and ADP to terminate and wind up about 180 DC pension plans abandoned due to corporate crises or neglect.

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  5 Best Bits of Advice for College Grads: 2013

  By Joyce Hanson, AdvisorOne  |  June 3, 2013

  Dear graduating class of 2013: Do what you know, don’t do what you love, and stop comparing yourself to other people.

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  How to Give Clients Peace of Mind This Summer

  By Ric Lager  |  June 2, 2013

  Get ready to explain a principal preservation strategy for retirement plans if the summer stock market doldrums return.

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  Social Security Payouts Will Dry Up in 2033: Trustees Report

  By Melanie Waddell, AdvisorOne  |  May 31, 2013

  While Social Security and Medicare are meeting their commitments today, and will continue to do so in the years ahead, “these programs face long-term challenges,” Treasury Secretary Jack Lew said.

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  Poor Diversification Is Failing 401(k) Savers: Clear Path

  By Joyce Hanson, AdvisorOne  |  May 30, 2013

  The DC market's continued reliance on U.S. securities shows a lack of diversification that is harming investors, according to a new Clear Path report.

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  403(b) Plan Contributions Rising

  By Danielle Andrus, AdvisorOne  |  May 28, 2013

  Plan sponsors and participants in 403(b) plans increased their contributions to retirement plans in 2012, according to the Plan Sponsor Council of America.