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Defined Benefit Plans

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A New Income ‘Decumulation' Framework

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How financial advisors can add the most value for clients.

When Annuities Came To 401(k)s

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Annuities are coming to defined contribution plans, but are they right for every client?

Great Recession Strengthened Public Pension Systems, Report Says

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Public retirement systems have made changes since 2007 that have ensured their long-term viability.

Great Recession Strengthened Public Pension Systems, Report Says

by FA Staff

Public retirement systems have made changes since 2007 that have ensured their long-term viability, the report said.

The Father Of ‘4% Rule' Doesn't Buy 3% Alternative

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William Bengen believes it would take “a catastrophic set of circumstances” before clients had to accept a 3% withdrawal rate.

Well, Hello, Sequence Risk! Where've Ya Been?

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For the first time in a long time, advisors may soon have to help clients make painful retirement choices.

Alternatives To The 60/40 Portfolio

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The next 10 years are likely to be very different from the last 10 years.

GOP Fury Over ESG Triggers Backlash With Pensions At Risk

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The finance industry is arguing that Republican are putting the financial security of U.S. savers in serious jeopardy.

Public Pensions Suffer Worst Investment Quarter Since 2020

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Public pensions have increased their risky asset allocations to more than 66%.

Calpers Logs Decade-Worst 6.1% Loss As Stocks And Bonds Dive

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Calpers, the biggest pension fund in the U.S., last reported a negative return in 2009.

Inflation Is Even Worse If You Measure It The Proper Way

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Right now monthly core inflation is clearly accelerating.

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

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

Rethinking The 4% Rule

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

Roth Conversions Get More Attractive As Market Slides

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

Why Advisors Are Rethinking The 4% Rule

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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

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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?

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

Front-Row Retirement

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

Goals-Based Investing

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

Illinois Gets Third Upgrade On Rebounding Revenue, Reserves

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

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