On reaching retirement, several of your clients might have a defined benefit pension plan from which to draw. Often, a client can choose between transferring a lump sum amount to an IRA or taking periodic payments over a certain period of time...
Targeting "wrap" fee programs. | Copyright Chip Somodevilla, Getty Images
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(Bloomberg) -- The new chief executive officer of the California Public Employees’ Retirement System said the largest U.S. pension fund may look to add more investments in private equity and real estate to increase returns and close its...
(Bloomberg) -- Baby boomers started turning 65 in 2011, marking the unofficial beginning of their retirement years. The timing could not have been better for older boomers, who are already part of the wealthiest generation in U.S. history...
(Bloomberg) -- Here’s a term you really don’t want used to describe your 401(k): “One of the most expensive plans in America.&rdquo...
In a perfect world, your relationships with retirement plan committees would be frictionless. Meetings would proceed on schedule; participants would understand the technical points of your proposal and be able to discuss their merits; and oversize...
Pracitioners should know the rules to help their clients avoid penalties.
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Three crucial areas to discuss with your clients
