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Retirement InSight and Trends Newsletter - 2016 - Active Issues

Retirement InSight and Trends Newsletter - 2016 - Active Issues

InFRE's "Retirement Insight and Trends" newsletter is written to keep you abreast of what's happening in the field of retirement readiness, counseling, planning and income management.

 

Earn 1 hour CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE credit by reading the Retirement Insight and Trends issues below and passing the online quiz.

 

CRC® reporting is free, CFP® reporting $15 (free if you are a member), self-report ASPPA, CLU®, ChFC®, RICP®, CASL and other CE.

What you'll find in 2016 Issues 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.


GAOAndrew Samalin, CFP®, EA, CDFA™ Shelley Giordano, Chair of the Funding Longevity Task Force Articles in the 3rd Quarter - Oct 2016 Issue:

  • InFRE Update: An Explanation of the Changes Made to the July, 2016 CRC® Exam

  • Housing Wealth: A Retirement Asset for the Middle Market, by Shelley Giordano, Chair of the Funding Longevity Task Force

  • Grey Divorce and Retirement, by Andrew Samalin, CFP, EA, CDFA, Expert in Divorce and Retirement

  • RETIREMENT SECURITY – Better Information on Income Replacement Rates Needed to Help Workers Plan for Retirement, An excerpt from the March 2016 GAO Report to Congressional Requesters

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Faisal Habib, PE, MBA, FRM, President of QWeMA Sandra Timmermann, EdD, nationally-recognized gerontologist with a focus on aging and its relation to business Mathew Greenwald, PhD, President and CEO of Greenwald and Associates Articles in the 2nd Qtr - Jul 2016 Issue:

  • InFRE Update: The CRC® Exam is Now Offered via Computer Based Testing

  • How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement, by the Society of Actuaries and Mathew Greenwald, PhD, Retirement Research Expert

  • A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps, by Sandra Timmermann, EdD, Gerontologist, Successful Aging in Retirement Expert

  • Retirement Income Sustainability: Measuring the Tail Risk of Product Portfolios, by Faisal Habib, PE, MBA, FRM, President of QWeMA (pronounced KWEE-MA), a division of CANNEX Financial Exchanges Limited

  • How Work & Marriage Trends Affect Social Security’s Family Benefits, by Steven A. Sass, the Center for Retirement Research at Boston College

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Michael Falk, CFA, CRC® Stephen Horan, PhD, CFA, CIPM David Blanchett, CFA, CFP®, AIFA Articles in the 1st Qtr - Jul 2016 Issue:

  • No Portfolio is an Island, by David Blanchett, CFA, CFP®, AIFA® – Head of Retirement Research, Morningstar

  • Tax Efficient Drawdowns in Retirement, by Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute

  • Housing for Retirees: Buy, Sell or Hold?, by Michael Falk, CFA, CRC®, Focus Financial Consulting

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Retirement Insight and Trends - 2016

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InFRE's 2016 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2016 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- Apr 2016 articles include No Portfolio Is an Island by Blanchett, Tax Efficient Drawdowns by Horan, and Housing for Retirees by Falk
$0.00
InFRE's 2016 2nd Qtr Issue of Retirement Insight and Trends

InFRE's 2016 2nd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- 2016 2nd Qtr free newsletter features Greenwald on Middle Income Retirement, Timmermann on the Aging Brain, and Habib on Retirement Income Sustainability
$0.00
InFRE's 2016 3rd Qtr Issue of Retirement Insight and Trends

InFRE's 2016 3rd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The October 2016 free newsletter features articles on Housing Wealth by Shelley Giordano, Grey Divorce by Andrew Samalin, and a brief of the GAO study on retirement security.
$0.00
InFRE's 2016 4th Qtr Issue of Retirement Insight and Trends

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.
$0.00
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