Editor’s Note: It’s LONG overdue for the retirement industry to focus on making lifetime income options available in DC plans. Steve recently headed a study sponsored by the Society of Actuaries on “The Next […]
A White Paper Abstract Prepared for the National Association of Government Defined Contribution Administrators (NAGDCA)
There is convincing evidence that millions of […]
By Chuck Yanikoski, Founder and President of StillRiver Retirement Planning Software, Inc.
There were an estimated 3.7 million full-time equivalent elementary and secondary schoolteachers in the United States as of the fall of 2011. About three quarters […]
State and local government pension benefits are paid not from general operating revenues, but from trust funds to which public retirees and their employers contributed while they were working. On a nationwide basis, pension contributions made by state and local governments account for roughly three percent of […]
Authors: Paula Sanford and Joshua M. Franzel
Editor’s note: InFRE was a reviewer for this joint research paper of the Arthur N. Caple Foundation and the National Association of Government Defined Contribution Administrators conducted by the Center for State and Local Government Excellence. This is […]
By Illana Boivie, National Institute on Retirement Security
Editor’s note: The work of the National Institute for Retirement Security (NIRS) strikes a cord with me, being a CFA and having managed pension and other investment portfolios in a previous life. […]
By the National Association for Government Defined Contribution Administrators (NAGDCA) Publications Committee and Executive Board
The following provides a brief overview of the features and rules applicable to governmental 457(b) plans. It is meant to serve as an introductory foundation to the inner workings of these plans […]
Editor’s note: the following is an excerpt from the white paper “The Secure Choice Pension” by Hank Kim, Esq., Executive Director of the National Conference on Public Employee Retirement Systems, published in September, 2011. The views presented in this paper are not necessarily the views of InFRE […]
By Betty Meredith, CFA®, CFP®, CRC®
The Society of Actuaries’ Committee on Post Retirement Needs and Risks recently completed a significant series of planning briefs to help consumers make more informed retirement decisions.
Drawing upon […]
By Betty Meredith, CFA®, CFP®, CRC®
In this ever changing environment – particularly legislative and regulatory changes – there are many challenges that state and local government employers face. This results in an increased need for education and training on the design and administration of primary […]
Editor’s note: This excerpt is from an in-depth study of financial literacy around the world (access the entire study here), and its determination of retirement preparedness. InFRE has long held this to be the case, […]
Over 15% of all CRC® Certificants are from the public sector defined benefit and defined contribution communities. The Certified Retirement Counselor Certification® exam tests knowledge of developing and delivering effective education programs that increase the retirement preparedness of American workers. This article provides a look inside what […]
Archive – CE available with all 2018 and 2017 issues
Other past issues (earn CE for 2018 and 2017 issues)
Read the entire issue to receive CE!
This article is part of the most recent issue of Retirement Insight and Trends, worth 1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, CASL and other CE.
Print and share
Read other past issues! (CE available for 2018 and 2017 issues)