Retirement

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IN's Cooper: Those crazy French, er, Americans
RETIREMENT PLANNING JUN 18, 2010
IN's Cooper: Those crazy French, er, Americans

Mon dieu! When it comes to fiscal restraint, the U.S. is no better than France

RETIREMENT PLANNING JUN 18, 2010
Insurers press U.S. to allow annuities in pension plans

It should be easier for employers to include annuities in their retirement plans because Americans are at risk of outliving their savings, an insurer told Labor and Treasury department officials today

Odds of a double-dip now at 40%, says NYU's Roubini
RETIREMENT PLANNING JUN 18, 2010
Odds of a double-dip now at 40%, says NYU's Roubini

Dr. Doom sees anemic growth in third quarter; 'stock markets could sharply correct'

Incite: Retiree 'Ponzi scheme' is $16 trillion short
RETIREMENT PLANNING JUN 18, 2010
Incite: Retiree 'Ponzi scheme' is $16 trillion short

Social Security just celebrated its 75th birthday. Economist Laurence Kotlikoff says it's time to retire the cash-strapped pension plan -- or face disastrous results.

RETIREMENT PLANNING JUN 18, 2010
Approaching retirement, boomers still tied up in some riskier bets

Baby boomers approaching retirement may be nervous about outliving their savings — but they continue to keep most of their money in riskier investments.

RETIREMENT PLANNING JUN 18, 2010
BofA Merrill Lynch beefs up retirement biz with Fidelity hires

Linton, Ulian jump to Bank of America; 'organizational shift in mindset'

Are index-linked CDs a sucker bet?
RETIREMENT PLANNING JUN 18, 2010
Are index-linked CDs a sucker bet?

Investors seeking the safety of government-insured certificates of deposit and a chance to profit from market rallies may end up earning nothing and owing taxes for their efforts.

RETIREMENT PLANNING JUN 18, 2010
Advisers: Plenty of clients won't hit retirement targets

One out of four clients need to save – or make – more money, majority of polled advisers say; focus 'on the gap'

ALTERNATIVES JUN 18, 2010
Pimco: A debt bet to avoid

The rally in bonds from real estate investment trusts that's made property debt the best performer this year is overdone as a slowing economy may threaten their performance, according to Pacific Investment Management Co.

RETIREMENT PLANNING JUN 17, 2010
SEC proposes new disclosures for target date funds

Federal regulators on Wednesday proposed new disclosure rules for target-date retirement funds that would require sponsors to spell out how they are investing the money and to warn about risks.

RETIREMENT PLANNING JUN 17, 2010
CapTrust snags star 401(k) adviser from RBC

Firms that focus on the 401(k) market, like CapTrust, have recently reported a pickup in interest from advisers who focus primarily on retirement plans.

LIFE INSURANCE AND ANNUITIES JUN 17, 2010
Academic promotes government bonds to hedge longevity risk

"Longevity bonds" would be issued by the government and would act as a hedge for pension plans and insurers.

RETIREMENT PLANNING JUN 17, 2010
More focus on post-retirement planning needed

Consultant Leonard Reinhart says the advisory business isn't spending enough time on helping clients after they retire

RETIREMENT PLANNING JUN 17, 2010
S&P: Getting healthy, wealthy and wise

Standard & Poor's Equity Research's fundamental outlook for the health care services industry for the next 12 months is positive.

RETIREMENT PLANNING JUN 16, 2010
GenSpring adds family investment officer

GenSpring Family Offices LLC said today that it has hired Puneet S. Sahi as a family investment officer for its Costa Mesa, Calif., office.

Boston Private: We've paid back our TARP money
RIAS JUN 16, 2010
Boston Private: We've paid back our TARP money

Boston Private Financial Holdings Inc. announced today that it has repaid the remaining $104 million in TARP money it owes the U.S. Treasury.

RETIREMENT PLANNING JUN 16, 2010
If 'the number' doesn't really matter, what does?

Consuelo Mack's all-star panel re-thinks retirement income, and what should really matter most in your clients' portfolios.

RETIREMENT PLANNING JUN 16, 2010
Labor Dept.'s 401(k) proposal could rock pension advice business

The Labor Department today released proposed regulations that prohibit financial advisers giving advice to 401(k) plans, or their employer or the employer's affiliates, from receiving extra compensation because the plan sponsors bought a product recommended by the adviser.

LIFE INSURANCE AND ANNUITIES JUN 15, 2010
VA sales up, fixed annuities down, in first quarter

Variable annuity sales increased during the first quarter, while sales of fixed annuities slipped.

RETIREMENT PLANNING JUN 15, 2010
For retirees, behavioral science is coming up short

When it comes to the decumulation phase of retirement behavioral finance hasn't yet been well-deployed to help retirees understand that they may very well outlive their retirement savings