Latest Issue Cover
Home » Financial Advisor » FA Online » Channels » RETIREMENT PLANNING » Defined Benefit Plans

Defined Benefit Plans

[1]  1 2 3 4 5 6 7 8   [20]

Inflation Is Even Worse If You Measure It The Proper Way

by

Right now monthly core inflation is clearly accelerating.

Unfunded State Pension Liabilities Could Nearly Double In 2022, Report Says

by

Investment losses could lead to unfunded liabilities growing to $1.3 trillion, the Reason Foundation said.

Roth Conversions Get More Attractive As Market Slides

by

One advisor says he saves clients up to a million dollars in lifetime taxes by timing conversions.

Rethinking The 4% Rule

by

Is Bill Bengen's famous rule for safe withdrawal rates still relevant? People disagree.

Why Advisors Are Rethinking The 4% Rule

by

Is Bill Bengen's famous rule for safe withdrawal rates still relevant? People disagree.

Pimco Warned U.S. Treasury That Russia Sanctions Will Hit Pensions

by ,

The company said U.S. pension funds would face losses if fund managers are forced to write down their Russian holdings.

In Uncertain Times, Do Annuities Make Sense?

by

Annuities can play a role in different ways during periods of volatility.

Front-Row Retirement

by

You can't always see the action of the play when you're in the audience.

Goals-Based Investing

by

This investment strategy enables advisors to help clients meet personal objectives without chasing returns.

Illinois Gets Third Upgrade On Rebounding Revenue, Reserves

by

Illinois has made strides in recent years toward shoring up its finances, aided in part by billions in federal aid.

How To Fix The Broken U.S. Retirement-Savings System

by

The country can do better than its current mess of regressive tax breaks. A fairer, simpler system wouldn't even cost more.

New Bill Would Allow 401(k)s To Use Annuities As Default Investment

by

The bipartisan proposal would allow plan participants to devote up to 50% of their assets to annuities.

Proposed IRS Rules Complicate Inheritance Distributions

by

Attempts by the IRS to clarify RMD issues in the wake of the SECURE Act create more confusion.

Alarming Amounts Of Money Are Leaving Retirement Plans, Says Morningstar

by

That decrease cuts the leverage that retirement plan sponsors have in negotiating with asset managers.

Covid's Effect On Long-Term-Care Insurance

by

Underwriting standards appear to be getting tougher.

Superstitious Retirement

by

Retirement is not something you have to pray for luck about.

The Oh Sh*t Moments Of Retirement Planning

by

Preparation for life events is underrated. And uncommon.

Challenging Modern Portfolio Theory

by

“A good portfolio is more than a long list of good stocks and bonds. It is a balanced whole, providing the investor with protections and opportunities with respect to a wide range of...

J.P. Morgan Tells Advisors To Assume Retirees Will Live To 100

by

Increasing life spans are putting pressure on advisors and clients to plan for enough retirement income, the firm said.

U.S. Pensions Face Demands To Exit Hard-To-Unwind Russia Assets

by

Unwinding such assets is complex and could mean losses as they are trading at deep discounts.

[1]  1 2 3 4 5 6 7 8   [20]