Advisor Sales Strategies

Heres a small Excel spreadsheet you can create to convert any single-premium annuity payout into an equivalent annual interest rate.

Retirees who plan on spending 10 percent of their retirement savings per year may find themselves short of funds. A new IRIC brief suggests more conservative planning.

The key to boosting retirement savings is putting much of the process on autopilot, according to Robert Kaplan, vice president of ING's U.S. Retirement Services.

The National Retirement Planning Coaliton's events include webinars for advisors, meetings in Washington D.C. and new FINRA tools for retirement planning.

Active traders are planning to invest most of their tax refunds in the stock market, according to new data by Charles Schwab.

While 401(k) record keepers and service providers are combing through the 408(b)(2) fee disclosure rules with a fine-tooth comb, looking for potential compliance problems, plan sponsors have adopted a wait and see attitude.