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In their search for financial security, younger insurance policyholders are finding what they need in whole life insurance policies.
October 12 -
Despite positive performance from risky asset markets, the typical U.S. corporate pension plan saw its funding ratio drop by 1% thanks to the drowning effects of high rising liabilities, a new study claims. In a Friday analysis, UBS Global Asset ...
October 12 -
A recent study shows that the gap between what Americans need for retirement and the amount they saved up is $6.6 trillion
October 6
Financial Planning -
Thirty-four percent are increasing their monthly savings.
October 6 -
Four in 10 workers are planning to delay their retirement, according to a survey of 9,100 employees by Towers Watson. Sixty-eight percent of older workers said they were making the delay to keep healthcare coverage, and 61% blamed the decline in their 401(k).
October 6 -
Financial planners can be the difference between a successful retirement and a difficult one, according to FinancialPlanners.net.
October 6 -
Rydex/SGI annual benchmarking study finds majority of those surveyed are using alternatives in client portfolios.
October 5 -
The Internal Revenue Service is getting the word out to employers about a provision in the recently passed Small Business Jobs Act that allows them to amend their 401(k) or 403(b) plans to allow participants to transfer an eligible rollover distribution into a Roth 401(k) or 403(b) account.
October 4 -
Many pre-retirees have no idea when they will be able to retire.
October 1 -
A closer examination of why (and why not) annuities belong in a 401(k) plan.
October 1
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The Great Recession and increasing concerns about the future of Social Security have led Americans to find new ways to build retirement income, according to a new survey from the Employee Benefit Research Institute.
September 30 -
New survey from the Employee Benefit Research Institute finds that Americans are becoming more proactive with savings
September 30 -
Auto enrollment in defined-contribution plans is replacing lost boomer assets.
September 30 -
According to a survey, employees want companies to take a more proactive hand in helping them save, which could help advisors gather more assets.
September 29 -
As a bipartisan commission figures out ways to reduce the deficit, it makes no political sense to touch the government insurance program.
September 29
Financial Planning -
Retirement is being rejected by a new breed of wealthy workers.
September 28 -
Meet the "Nevertirees": Sixty percent of wealthy individuals globally plan to never retire.
September 27 -
Theres a lot of debate right now about whether putting annuities in 401(k) plans is a good idea or not.
September 24
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Can baby boomers really save the economy, and are they responsible for it breaking down in the first place?
September 22
Financial Planning -
Tools and education guide investors on rolling over an IRA.
September 22




