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Registered Rep.
July 13, 2012
Mark Miller
Should Your Retiree Take the Lump Sum? Or Go with a "Pension Annuity?" Leon LaBrecque is one busy financial planner these days. He has been meeting with retirees from Ford Motor Co. and General Motors to help guide them through one of most important financial decisions of their lives: whether to accept a lump sum buyout of their pensions. mark for My Articles similar articles
The Motley Fool
October 10, 2006
Dan Caplinger
Pension Protection or Pilfering? The recent changes to the laws governing pensions are just the latest example of why it's important to think carefully about the choices you have as you enter retirement. mark for My Articles similar articles
Registered Rep.
April 1, 2005
Kevin McKinley
In Praise of the Lump When a retiring client's employer presents him with a choice between a monthly pension check and a lump-sum payment, the choice is usually a simple one. Accepting the lump is usually the most lucrative choice for the client and the advisor. mark for My Articles similar articles
FDIC FYI
January 13, 2004
Miller & Ayres
Could a Bull Market Be a Panacea for Defined Benefit Pension Plans? This report describes the serious challenges and outlook facing the Pension Benefit Guaranty Corporation and corporate defined benefit pension plans, and examines the effects on financial institutions insured by the FDIC. mark for My Articles similar articles
The Motley Fool
September 26, 2006
Selena Maranjian
How to Take Your Pension If you've got a pension, you're in the minority of workers today. Here are some tailor-made tips for you. mark for My Articles similar articles
The Motley Fool
December 3, 2010
Dan Caplinger
Don't Flub This Million-Dollar Decision Whether to take a lump sum or monthly payments from your pension can make or break your retirement. mark for My Articles similar articles
The Motley Fool
October 11, 2004
Chris Mallon
The Perils of Pensions Once a no-lose situation for both management and employees, defined-benefit pension plans are now threatening to cripple some U.S. corporations. But the piper must be paid, and it's investors who will ultimately suffer. mark for My Articles similar articles
Financial Planning
March 1, 2011
Donald Jay Korn
Pension Tension Old-fashioned pensions might be disappearing, but they haven't vanished. mark for My Articles similar articles
Registered Rep.
August 27, 2014
Kevin McKinley
One Lump Sum or Small Payments? "Should I take my pension in monthly payments, or roll the lump sum over to an IRA?" It's a common question you may get from retiring clients. mark for My Articles similar articles
Financial Advisor
July 2011
Eric L. Reiner
Pension Cash-Outs Are Coming The trend spells opportunity for advisors. mark for My Articles similar articles
The Motley Fool
February 24, 2009
Dan Caplinger
The Trend That Could Save Your Retirement One type of defined benefit plan, known as the cash balance plan, has gained growing popularity among employers wanting to do more for their workers. mark for My Articles similar articles
The Motley Fool
January 21, 2004
Robert Brokamp
Can You Count on Your Pension? Pensions are still underfunded, and the federal agency that backs them isn't looking too good either. mark for My Articles similar articles
Reason
June 2005
Julian Sanchez
Pension Tension Our other retirement time bomb. In fiscal year 2004, the Pension Benefit Guaranty Corporation, which covers more than 34 million workers and retirees, paid out some $3 billion in benefits to pension plan beneficiaries---more than twice what it took in from employers in premiums. mark for My Articles similar articles
The Motley Fool
July 8, 2004
Robert Brokamp
Retirement's Second Leg: Pensions How much retirement income can you expect from your company's pension plan? mark for My Articles similar articles
Financial Planning
February 1, 2013
George Yacik
Weighing a Pension Payout Take the money and run? It is a question advisors face as retirees get offered lump-sum bonanzas. mark for My Articles similar articles
Financial Planning
January 1, 2010
Israelsen & Ferri
Is a Pension a Bond? Unsure how to value a client's pension or social security? Use the liability reduction model. mark for My Articles similar articles
Job Journal
August 3, 2003
Michael Kinsman
Is Your Pension in Peril? Company failures have created a reversal of fortune in pension funds. mark for My Articles similar articles
The Motley Fool
January 26, 2011
Selena Maranjian
Pension Perils Take a Turn for the Better Your company might not stiff your retirement after all. mark for My Articles similar articles
BusinessWeek
July 19, 2004
Nanette Byrnes
The Benefits Trap Old-line companies have pledged a trillion dollars to retirees. Now they're struggling to compete with new rivals, and many can't pay the bill. Some are racing to cut or drop retiree medical benefits to give a quick boost to their bottom lines. mark for My Articles similar articles
The Motley Fool
December 16, 2008
Dan Caplinger
2009: End of the Road for Pensions? The final nail in the coffin for pensions may come from 2008's terrible stock market performance. mark for My Articles similar articles
The Motley Fool
January 12, 2006
Bill Mann
The Problem With Your Pension Defined-benefit programs are disappearing. Some are insolvent. We have two simple words to put into your retirement vocabulary: index fund. mark for My Articles similar articles
Financial Advisor
September 2007
Alan Lavine
Looking For Certainty Sponsors of 401(k) and 403(b) plans want employees to draw a stable source of retirement income from them. But it's a daunting task to manage a portfolio of mutual funds while withdrawing money, based on government-mandated minimum distribution rules. A few plan sponsors already have begun adding income replacement funds to solve this problem. mark for My Articles similar articles
BusinessWeek
July 19, 2004
Q&A with the PBGC's Bradley Belt The new executive director talks about the major reforms that need to be made to ensure the health of pension systems in the U.S. mark for My Articles similar articles
CFO
September 1, 2005
Russ Banham
Pension Upheaval Will proposed pension reforms actually save the system, or cause more of Corporate America to opt out? mark for My Articles similar articles
The Motley Fool
March 2, 2011
Dan Caplinger
Why Public Pensions Are Doomed Public-sector pensions will disappear in the near future. mark for My Articles similar articles
The Motley Fool
September 28, 2004
Robert Brokamp
The Power of Pensions A guaranteed check for life is a beautiful thing. Unfortunately, that beauty is fading. mark for My Articles similar articles
Job Journal
March 6, 2005
Michael Kinsman
Career Pros: Golden Years Losing Glitter Debate about imperiled pension plans won't help those about to retire. Even the President's current initiative to change Social Security does little to address the dilemma them. mark for My Articles similar articles
Job Journal
September 11, 2005
Michael Kinsman
Career Pros: Pensions Get Shortchanged It's time to take a close look at your retirement plans and take a more active role in managing them. mark for My Articles similar articles
The Motley Fool
July 15, 2009
Dan Caplinger
How to Make the Most of Your Biggest Opportunities Here's the best way to handle big money. To provide the income a pension would pay, you may be able to use a combination of an immediate annuity and dividend-paying stocks. mark for My Articles similar articles
The Motley Fool
August 25, 2010
Dan Caplinger
3 New Rules for a Richer Retirement The same old strategies won't work anymore. mark for My Articles similar articles
Knowledge@Wharton
February 12, 2003
A "Perfect Storm" of Circumstances Batters Corporate Pension Plans Questions raised about accounting for pension funds have prompted some Wharton faculty and other experts to ask if rules promulgated by the Financial Accounting Standards Board, as well as the Internal Revenue Code itself, may have played a significant part in the strife. mark for My Articles similar articles
Financial Advisor
February 2006
Tracey Longo
Unexpected Turbulence How a United Airlines pilot-turned-financial-advisor is helping colleagues grapple with pension nightmares. mark for My Articles similar articles
BusinessWeek
May 16, 2005
Byrnes & Borrus
Rising Tensions Over Pensions A deep chasm has opened between the Bush Administration and Big Business over what to do about the sorry state of corporate pension plans. mark for My Articles similar articles
Registered Rep.
January 23, 2015
Mark Miller
New Law Could Mean Benefit Cuts For Retirees If you have clients receiving a defined benefit pension - or who will in the future - here's what you should know about this legislation. mark for My Articles similar articles
BusinessWeek
July 19, 2004
Nanette Byrnes
Comparing Pensions Around the World U.S. businesses do pay the most for employee retirement, but rising costs are now becoming a global phenomenon. mark for My Articles similar articles
Financial Advisor
November 2011
Jim Frederick
Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety. mark for My Articles similar articles
The Motley Fool
January 2, 2009
Dan Caplinger
How to Never Run Out of Money A relatively new twist on a traditional insurance product promises some relief for those looking to protect themselves from outliving their retirement savings -- but is it the best option for you? mark for My Articles similar articles
CFO
February 1, 2008
Russ Banham
Exit Strategies How companies can help retiring employees smooth the transition from savers to consumers. mark for My Articles similar articles
Investment Advisor
April 2006
Melanie Waddell
The Playing Field: Meeting the Need for Income A host of financial services firms are coming out with new products to help advisors protect their retirees' income streams. Here's a rundown of some of the companies' offerings. mark for My Articles similar articles
CFO
February 22, 2005
David M. Katz
The Domino Effect Ailing pension plans could overburden the Pension Benefit Guaranty Corp and send premiums soaring. mark for My Articles similar articles
Investment Advisor
September 2006
Pension Act Signed While pension experts say the recently passed Pension Protection Act of 2006 will indeed help remedy the funding problems that have plagued defined benefit pension plans, they doubt that it will resolve the insolvency woes of the Pension Benefit Guarantee Corporation. mark for My Articles similar articles
Inc.
May 2006
Amy Feldman
A Bigger Parachute Eager to boost your retirement fund? Believe it or not, a pension might be the answer. mark for My Articles similar articles
The Motley Fool
August 20, 2004
Bill Mann
Is United Taking Aim at Retirees? The airline's plan to emerge from bankruptcy may include canceling its pension plans. mark for My Articles similar articles
Registered Rep.
November 16, 2010
Alan Lavine
Growth Opportunities: Immediate Annuities And Qualified Retirement Plans There's a window of opportunity for financial advisors to build business: They can use annuities available in 401k plans to help workers with their post-retirement income. mark for My Articles similar articles
CFO
February 1, 2009
Alix Stuart
Plenty of Pain, a Dash of Relief A new law lets pension plans smooth out assets over two years, easing the crash of 2008. But it's a pittance in the face of falling corporate bond rates. mark for My Articles similar articles
The Motley Fool
November 2, 2010
Dan Caplinger
This Will Cause the Next Financial Crisis Pension funds are getting desperate, turning to risky strategies to make minimal cash. mark for My Articles similar articles
Financial Advisor
September 2012
Alan Lavine
The Price Of Old Age Longevity insurance may appeal to some clients who want guaranteed income late in life. mark for My Articles similar articles
National Defense
October 2012
Karen L. Manos
Contractors Charging the Federal Government For Pension Contributions Is Not Corporate Welfare In full election-year mode, news media have been awash in articles, blogs and reports urging Congress to stop the "corporate welfare" of reimbursing federal contractors' pension costs. mark for My Articles similar articles
Registered Rep.
November 15, 2011
Alan Lavine
A Good Marriage: Life Insurance and Annuities What do you get when you splice together a life insurance policy and an immediate annuity? A reversionary annuity. Yes, that's a mouthful, but it carries some of the advantages of each and is ideal for certain kinds of clients. mark for My Articles similar articles
On Wall Street
April 1, 2010
Coghlan & Hadley
Retirement Catch-22: Too Young To Retire, Too Old To Hire The labor market has thrown a monkey wrench into the admirable retirement plans of many seniors and put many of them in a major bind. mark for My Articles similar articles