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Rethinking Retirement

  • Hartford Adds PIMCO, TIAA Funds to DC Platform

    May 9, 2012

    The Hartford is expanding its defined contribution platform with a trio of new managers and a slew of funds for retirement plan sponsors and participants.

  • Most HNW Pre-Retirees 'Terrified' of Health Care Costs in Retirement

    May 7, 2012

    But despite their understandable fear that rising health care costs will erode their retirement savings, more than a third of high-net-worth folks haven’t bothered discussed their well-founded concerns with a financial advisor.

  • Employed Worried About Retirement: BlackRock

    May 7, 2012

    Fifty-one percent of retirees, but only 25%, of today’s workers, are confident about having enough money to live comfortably in retirement, according to a BlackRock study.

  • Proposed California Retirement Bill Dies in Committee

    May 4, 2012

    Large retirement plan providers tried to offer California’s teachers and other education workers simpler plan options, but the Financial Services Institute said it should not come at the expense of access to quality personalized investment advice.

  • Great-West Launches New Retirement Product

    May 3, 2012

    Clients interested in guaranteed lifetime income? Now you have one more option to offer, courtesy of Great-West Life & Annuity Insurance Co.

  • Fidelity Reports Rise in 401(k) Balances

    May 3, 2012

    Fidelity Investments yesterday reported its average 401(k) balance rose to $74,600 at the end of the first quarter

  • The Retirement Touchstone

    May 1, 2012

    Advisors must realistically assess their clients' readiness for life after work.

  • More Mass Affluent Delay Retirement, Look to Get Back on Track

    April 30, 2012

    More than half of mass affluent Americans (57%) plan to push back their retirement, up from 42% in January 2011.

  • Advisors Pay More Attention to Retirement Income Planning

    April 30, 2012

    Advisors are ramping up their retirement income planning services as waves of Baby Boomers begin to retire, according to a new survey from LIMRA.

  • Booming Opportunity: Unlocking Small Biz Assets for Retirement

    April 27, 2012

    The Baby Boomer retirement flood is the gift that keeps giving and financial advisors are seeing huge growth opportunities to counsel small business clients on exit planning strategies as they close in on their golden years.

  • 5 Critical Financial Planning Tips for 20-Somethings

    April 24, 2012

    You’re never too young to start planning for your retirement and most financial planners bemoan the fact that clients often wait too long to start saving for their golden years. Here’s an interactive slide show counting down five things 20-somethings can do today to ensure they have the means to retire in the style when the time comes.

  • Debate on Social Security Shortfall Continues

    April 23, 2012

    Although the initial outlook is shaky, the reality is actually less dire, especially for Social Security, according to advocates of the retirement insurance program.

  • Government Retirement Fund to Run Dry Earlier

    April 23, 2012

    The government's retirement benefits programs will run out of money three years earlier than previously thought, its trustees said on Monday, increasing the pressure on lawmakers to reform the federal safety net for millions of Americans.

  • 5 Simple Ways to Boost Clients' Monthly Retirement Income

    April 19, 2012

    Nearly four-in-10 (38%) retiree households say they don’t have enough income to cover their monthly expenses. What can retirees and pre-retirees do to improve their monthly retirement income?

  • No One Is Too Young (Or Too Old) For Genworth’s LTC Mobile App

    April 18, 2012

    Genworth Financial this week debuted a free, web-based mobile app that lets investors and advisors calculate their expected long-term care expenses from their iPhones or iPads and, simultaneously, get down to the business of adjusting their long-term financial planning goals to meet these rising costs as they age.