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Financial Planning Association (121 results)
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- Financial Planning
- planning the acquisition of funds to finance planned activities
- Financial Planning definition on BNET »
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- How Do Return Rates Affect My Retirement Income?
- This tool compares four investment alternatives to save for your retirement: a deductible Individual Retirement Account IRA, nondeductible IRA, Roth IRA and investing with a taxable account. The tool also considers your age, expected length of retirement and how much you wish to leave for heirs. You enter your estimated...
- Tools & templates 2008-01-01
- IFRS - International Accounting in Switzerland
- Switzerland has a long established and well developed three-pillar system for providing retirement, survivors' and disability benefits. The target of the first pillar, federal social security insurance, is to provide for the subsistence needs for all residents of Switzerland. The second pillar is the occupational benefit system BVG (Swiss pension...
- White papers 2005-10-28
- The Retirement Journey: Pathways to Success in the New Retirement Market
- Senior executives across the wealth management and life insurance industries often cite retirement as one of their top growth priorities. They often differ on its magnitude, what they can do now to seize it, how much to invest, the implications that retirement will have on their overall businesses, and the...
- White papers 2005-10-18
- Retirement Keeps Him Busy
- Since its founding in 1918, New York City - based nonprofit financial services company TIAA-CREF has expanded its business beyond pensions to include variable annuities, insurance, financial advice, trust services and college tuition financing. By 2002, TIAA-CREF had expanded so much that high costs were beginning to impair its ability...
- White papers 2005-10-15
- Retirement Education That Works: A Personalized Approach
- At a time when defined contribution plans continue to dominate the retirement landscape, it is critical to help employees understand their role in the retirement planning process. A well-designed retirement education program encourages employees to take ownership of their retirement through active, informed planning. This article describes a new approach...
- White papers 2004-05-01
- The Early Retirement Burden: Assessing the Costs of the Continued Prevalence of Early Retirement in OECD Countries
- Despite substantial increases in longevity, the age of retirement in the industrialized countries has steadily fallen throughout most of the 20th century. In most other OECD countries, labor force participation rates for those 65 and above have fallen significantly. The economic cost of low labor market participation, in terms of...
- White papers 2003-06-01
- Retirement Planning
- Retirement plans are financial incentive schemes for ex-employees of an organization. They include qualified and non-qualified plans. Qualified plans seek to give tax advantage to the ex-employees. Pension plans are qualified plans structured to provide a regularly fixed paid sum at retirement. The paper examines different types of retirement plans...
- Presentations 2003-01-01
- Taking the Risk Out of Retirement
- In much of the world, retiring is riskier than it's been since the modern welfare state began to emerge, in the late 19th century. But help may be on the way in the form of the intense competition emerging among banks, insurance companies, mutual funds, and traditional brokerage houses. As...
- White papers
Additional Resources
- Financial crisis hard on retirees
- East County residents are telling a lot of very sad stories about what's happened to them personally in the financial meltdown and the housing crisis. The saddest tales of all come from retirees or those close to retirement. Some of them had their retirement money invested in shaky securities and...
- Articles 2008-10-08
- National Bank Decreases its Prime Rate
- National Bank of Canada (TSX: NA) decreases its prime rate from 4.75% to 4.50% effective October 9, 2008. About National Bank of Canada National Bank of Canada is an integrated group which provides comprehensive financial services to consumers, small and medium-sized enterprises and large corporations in its core market, while...
- Articles 2008-10-08
- Wobbly stock market deters young investors from saving
- Sarah Cacioppo has thought about saving for retirement. At 28, she figures she ought to be putting some money aside for the future, perhaps in an individual retirement account. But so far, her savings plan hasn't moved beyond the conceptual stage. When she's not in school,...
- Articles 2008-10-08
- Commentary: What should a plan fiduciary do now?
- Turbulent markets, a shaky financial industry and the credit crisis all have investors worried about their portfolios. Hewitt Associates just released a study indicating higher than normal transfer activity -- in fact, about three times the normal rate. Significant assets moved from stock funds into fixed...
- Articles 2008-10-08
- Market free fall smashes retiree nest eggs -- $2 trillion lost
- WASHINGTON -- Americans' retirement plans have lost as much as $2 trillion in the past 15 months -- about 20 percent of their value -- Congress' top budget analyst estimated Tuesday as lawmakers began investigating how turmoil in the financial industry is whittling away workers' nest eggs. ...
- Articles 2008-10-08
- Russell Chairman Mike Phillips to Retire at Year's End, as Previously Planned
- TACOMA, Wash. -- Russell Investments announced that Mike Phillips will retire in December from his role as chairman of Russell, following his nearly 30 years of leadership and service to the company. Phillips plans to continue in his role as chairman of Russell 20-20, a non-profit association of...
- Articles 2008-10-08
- U. economic analysts divided on bailout plan
- Local economic analysts said Monday that they are cautiously optimistic about the future impact of the $700 billion bailout of the financial industry that was approved by Congress last week. University of Utah law professor Christian Johnson said the plan seemed to be a reasonable solution to...
- Articles 2008-10-07
- National Save for Retirement Week Takes Place October 19-25
- - America's Employees Encouraged to Participate - WASHINGTON, Oct. 7 /PRNewswire/ -- National Save for Retirement Week, now in its third year, will take place October 19 - 25. The annual event is the first national effort established by Congress to raise public awareness about the importance...
- Articles 2008-10-07
- Jude Metcalfe to Lead Newly-Formed Retirement Servicing Organization
- DST Retirement Solutions, LLC uniquely positioned to help clients meet demands of the retirement plan market KANSAS CITY, Mo., Oct. 7 /PRNewswire-FirstCall/ -- Jude Metcalfe, an industry veteran with more than 25 years of financial service, retirement plan, and business outsourcing experience, will assume the position of...
- Articles 2008-10-07
- Financial Planner's Advice: Don't Tap Your Retirement Account!
- SARASOTA, Fla. -- Don't make a costly mistake with your retirement money in today's turbulent financial markets, says Sarasota financial planner Phil Couture. "Do everything you can to avoid making withdrawals from your retirement accounts to meet immediate cash needs, and take steps to safeguard your long-term investments,"...
- Articles 2008-10-07
- Allianz Life Introduces the MasterDex X Annuity
- Delivers an X Factor with the Power of 10 - a fixed index annuity offering accelerated value, income and flexibility MINNEAPOLIS -- Allianz Life Insurance Company of North America Allianz today announced their new Allianz MasterDex XSM Annuity is available for sale in 27 states. This innovative new...
- Articles 2008-10-07
- Insurance Professionals See Investor Confidence of Retirement-Minded Americans Waning
- Top Insurance Executives Weigh-in on the Financial Crisis and the Impact on Consumer Confidence, Retirement Planning at Annual Industry Meeting 68 Percent of Respondents Anticipate Growing Consumer Interest in Variable Annuity Insurance Guarantees for Turbulent Economic Times PHILADELPHIA -- NAVA, Inc., the Association for Insured Retirement...
- Articles 2008-10-07
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