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InFRE's 2016 4th Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -- The January 2017 free quarterly newsletter features articles on Women and Retirement, Optimal Retirement Income Solutions in DC Plans, and an excerpt GAO Report on 401(K) Plans.
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Approved for 1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE credit. After passing exam, reporting to InFRE for CRC® CE credit is free; reporting for CFP® credit is $15 per course. If you select to report for credit, be sure to add your CRC® and/or CFP® ID at checkout. You are responsible for reporting your CE hours for ASPPA, CLU®, ChFC®, RICP®, CASL and other CE recertification.
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About this issue of Retirement Insight and Trends:

Kevin S. Seibert, CFP®, CRC®, CEBSCindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith Steve Vernon, FSA Articles in the 4th Quarter - Jan 2017 Issue:

  • InFRE Update: CRC® Certification Can be One Answer to the DOL Fiduciary Rule

  • Women and Retirement, by Cindy Hounsell, JD, President of Wiser, Mary Beth Franklin, CFP®, and Betty Meredith, CFA, CFP®, CRC®, President of Int’l Retirement Resource Center

  • Optimal Retirement Income Solutions in Defined Contribution Plans, by Steve Vernon, F.S.A., Research Scholar, Stanford Center on Longevity

  • 401(K) PLANS: DOL Could Take Steps to Improve Retirement Income Options for Plan Participants, An excerpt from the August 2016 GAO Report to Congressional Requesters

Some of the topics covered in this issue:

  1. Learn how women are more at risk than men of living longer than expected, surviving a spouse, experiencing a “grey divorce”, being a caregiver, dealing with the long-term care expenses of a spouse, and eventually relying solely on Social Security for their retirement income.

  2. By being retirement smart, we can help our women clients prepare ahead of time for the retirement-specific risks that are most likely to affect them.

  3. Conclusion highlights from a four-phase research project sponsored by the Society of Actuaries (SOA) and the Stanford Center on Longevity.

  4. View illustrations of analytical frameworks for evaluating retirement income generators (RIGs) that could be offered in defined contribution retirement plans, and how to use a diversified portfolio approach for developing retirement income strategies.

  5. Learn about seven recommendations to DOL, including that it clarify the criteria to be used by plan sponsors to select an annuity provider, consider providing limited liability relief for offering an appropriate mix of lifetime income options, issue guidance to encourage plan sponsors to select a record keeper that offers annuities from other providers, and consider providing RMD-based default lifetime income to retirees.

Click here to then CHECK OUT to read this FREE issue of Retirement Insight and Trends today. Take the online quiz when you are finished and recieve CE credit!


Other issues of Retirement Insight and Trends:

See a summary of the most recent issue here, or click the icons below to view other issues by year. View all back issues in chronological order here, where you can easily select and add to cart all the free issues you might have missed.


Retirement InSight and Trends Newsletter - 2016 - Active Issues Retirement InSight and Trends Newsletter - 2015 - Active Issues
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SKU: 04InFREJan2017Issue17