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Registered Rep. November 1, 2005 Kristen French	Trolling for 401(k) Treasure Congress is expected to enact new pension legislation that would make it easier for financial advisors to work with participants in company retirement programs.
Registered Rep. August 4, 2006 John Churchill	Senate Passes Pension Bill to Bush The U.S. Senate passed the Pension Protection Act, which lawmakers hope will spur businesses to improve existing employer-sponsored retirement plans. There is also a special gift to financial advisors in the bill.
Financial Planning September 1, 2006 David Liebrock	Mining 401(k) Gold Small- and mid-sized companies are looking for help with their retirement plans. Here's how to reach out to this untapped market.
Entrepreneur July 2003 Chris Penttila	Slow Change You'd better not hold your breath waiting for retirement plan reform.
Investment Advisor February 2007 Savita Iyer	Taking Advantage of the Pension Protection Act Financial advisors need to understand fully what the Pension Protection Act means and how it pertains to their business.
Financial Advisor December 2009 Mary Rowland	Rough Road The rules on providing investment advice to 401(k) plan participants have been shifting, and the end of the controversy is not in sight.
Financial Advisor September 2006 Raymond Fazzi	Whose Advice Is It Anyway? A provision of the Pension Protection Act would directly impact the financial planning field by encouraging employers to provide advisors for their 401(k) participants. But who exactly will be doling out that advice?
Investment Advisor May 2006 Melanie Waddell	Retirement Planning: Pension Reform Bill Near? Lawmakers failed to unveil the much-anticipated compromise bill on pension reform before leaving for spring break, which means the unveiling of a final bill could likely drag out for some time.
On Wall Street March 1, 2010 Bo Bohanan	Do You Really Want To Be A 401(k) Consultant? It is fairly easy to spot the advantages and opportunities of working in this marketplace. But, not all of the pitfalls are as evident.
Financial Advisor December 2005 Raymond Fazzi	Into The Black Hole Of 401(k) Consulting Advisors find that the need on the part of both sponsors and participants for professional and unbiased advice regarding 401(k) asset allocation and management is great.
Investment Advisor February 2008 Elizabeth D. Festa	Big Years Ahead for Auto Enrollment The implementation of automatic enrollment in 401(k)s among many medium-sized companies will spike, adding perhaps 10 million more retirement savers to the 50 million now enrolled.
Financial Advisor December 2003 Jeff Schlegel	Qualified Plans Rock Through Bear Market The rising demand for advice is changing the 401(k) business.
CFO Leibs & O'Loughlin	Best-Laid Plans As 401(k) plans come under scrutiny in the wake of the Enron debacle, companies hiring 401(k) providers need to choose more wisely than ever before.
Financial Planning December 1, 2006 Marshall Eckblad	Bookshelf Best Practices for 401(k) Investment Committees by Rocco DiBruno explores the federal legislation that governs employer-sponsored plans and explains tricky rules about investment options and the fiduciary obligations in play.
Investment Advisor April 2007 James J. Green	Retirement Planning Balancing Act Being a financial advisor who focuses on selling and servicing corporate 401(k) plans is a matter of balance.
Financial Advisor May 2010 Mary Rowland	Better Laid Plans Several advisors have tried to take advantage of the changes in 401(k) advice-giving to carve a new niche.
Registered Rep. November 1, 2002 Bennett Voyles	I'm OK, You're 401(k) While your clients may not be as happy to discuss their 401(k)s now as they were back in the glory days of the bull market, the tax-shielded account still has a lot to offer most people. Here are a few sites to help you refine your pitch or answer your clients' questions.
The Motley Fool August 24, 2009 Dan Caplinger	Start Doing This or You'll Retire Poor The latest data from Vanguard shows what investors are doing right -- and wrong.
Financial Advisor June 2011 Jerilyn Klein Bier	Tapping 401(k) Opportunities Financial advisors in the 401(k) space are optimistic about future prospects in a shifting regulatory landscape.
CFO May 1, 2003 Roy Harris	Security Blanket Management options for 401(k) investments protect both participants and sponsors.
Financial Planning April 1, 2012 Donna Mitchell	The BIG Fix Familiar as 401(k)s are, planners love to hate them, and they'll readily cite long lists of faults with the plans themselves, as well as the way the $2.8 trillion 401(k) industry operates.
Financial Advisor November 2010 Alan Lavine	New Opportunities With 401(k)s Participants are making asset allocation mistakes, even though most plans offer a good selection of investment options.
Investment Advisor January 2007 Savita Iyer	DC Advisor-Sponsor Matchmaker The relative lack of corporate advisors is a result of inertia on the part of plan sponsors; despite pronouncing themselves dissatisfied with their retirement plans, plan sponsors do not take the easy step of finding a new advisor.
Real Estate Portfolio Nov/Dec 2003 Art Gering	Undefined Contributions Although a large number of companies invest in real estate in their defined benefit plans, many deny their employees the same advantages in their 401(k) plans.
Registered Rep. July 1, 2005 Stan Luxenberg	New Rivals Are investment research firms, such as Morningstar and Ibbotson Associates, now rivals to registered reps?
Real Estate Portfolio Jul/Aug 2002 William D. Sanders	Opening the 401(k) Marketplace It may well be that the 401(k) marketplace has the greatest potential for spurring significant growth in real estate stock investing over the next decade.
CFO April 1, 2007 Roy Harris	A New Start Under the Pension Protection Act, companies play a key role in keeping employee retirement savings on track.
The Motley Fool December 17, 2008 Todd Wenning	The Best 401(k) Plan Sponsors With the right approach and the right 401(k) plan sponsor, you can do better than you would have with a pension. Here are the best defined-contribution providers, by market segment, according to Plansponsor.
Financial Advisor June 2007 Sydney LeBlanc	Are SMAs Appetizing For 401(k) plans? Essentially "do it yourself" plans, more 401(k) participants than ever before are asking for professional investment advice and a larger number of these individuals are educating themselves about their investment choices, including separately managed accounts.
CFO December 1, 2011 Russ Banham	Lifting the Lid on 401(k) Fees The coming mandatory disclosure of plan fees could give participants a nasty shock.
Knowledge@Wharton	How Well Do 401(k) Plans Work, and Who Benefits Most From Them? Do problems with 401(k)s still appear as bad as they did last winter? Should the system be left alone, merely tweaked, or overhauled -- perhaps converted to a kind of Super-IRA that would solve Enron-type problems by removing the employer from the process?
Entrepreneur July 2002 C.J. Prince	Out of Reach Could proposed 401(k) overhauls put small-business owners in over their heads?
Registered Rep. April 1, 2007	Confronting the F Word Experts suggest that reps who ultimately become fiduciaries will require additional training. Simply holding various series licenses is probably not going to cut it. There are now more options than just a few years ago.
CFO December 1, 2009 Randy Myers	A Question of Balance The much-maligned 401(k) plan is being beefed up. So are the penalties for failing to manage it well.
Financial Advisor June 2012	LPL Financial Launches Rollover Program LPL Financial is launching a new platform to help advisors increase their retirement business by serving more individuals rolling over their 401(k) plans.
Registered Rep. October 22, 2002 Rick Weinberg	Merrill to Reps: Go Get 401(k) Business Merrill Lynch advisors are now going to offer participants in Merrill-run retirement plans specific buy and sell recommendations. Indeed, participants may elect to turn over all investment decisions to Merrill advisors.
The Motley Fool August 2, 2005	401(k) Administration Pain Less can be more when it comes to 401(k) plan options. If you have the opportunity to help your office select a plan provider, it is well worth keeping in mind that having too many mutual fund choices is a cost, not a benefit.
Financial Advisor May 2008 Marla Brill	Under Pressure Financial advisors who provide services to businesses with 401(k) plans governed by the Employee Retirement Income Security Act have a new reason to review fiduciary practices and double-check professional liability insurance.
Real Estate Portfolio May/Jun 2004	Gaining Speed The diversification benefits of REITs is becoming more widely known, and significantly more 401(k) plans now include a real estate option.
Investment Advisor June 2008 Melanie Waddell	Retirement Planning at Envestnet The former president of Ibbotson plans 401(k) advice platform for Envestnet Asset Management's newly established Retirement Services Group.
Registered Rep. October 1, 2006 John Churchill	Deciphering the Rules of Retirement Advice Title VI of the the Pension Protection Act, far from being a clear-cut signal for reps to dive into the retirement advice business, does, however, open the door wider to advice giving.
Financial Advisor May 2007 Ken Ziesenheim	Diamonds In The Rough The new Pension Protection Act offers opportunities for financial advisors, if you know where to dig.
Registered Rep. November 16, 2010 Alan Lavine	Growth Opportunities: Immediate Annuities And Qualified Retirement Plans There's a window of opportunity for financial advisors to build business: They can use annuities available in 401k plans to help workers with their post-retirement income.
Financial Advisor November 2012 Jerilyn Klein Bier	No More Secrets New 401(k) fee disclosure rules could generate big opportunities for advisors.
Registered Rep. October 1, 2006 Kevin Burke	60 Seconds with...David Tyrie A short interview with the head of Putnam's retirement services unit, who works directly with 401(k) sponsors and financial advisors.
Financial Planning December 1, 2010 Trone & Harvey	Get Smart When the U.S. Department of Labor speaks, we should listen, whether we work with qualified retirement plans or not. The DOL made several announcements in October that are going to be significant game changers for the financial services industry.
Investment Advisor September 2007	News & Products Participants who consistently held accounts in 401(k) plans from 1999 through 2006 increased their account balance at an annual rate of 8.7%... Rep. George Miller, chairman of the House Education and Labor Committee, introduced the "401(k) Fair Disclosure for Retirement Security Act of 2007"... etc.
Financial Planning April 1, 2006 Marshall Eckblad	Bookshelf: Build a 401(k) Business Planners looking to grow their small-business clientele will find How to Build a Successful 401(k) and Retirement Plan Advisory Business especially valuable as a step-by-step introduction to the market.
Real Estate Portfolio May/Jun 2001 Jack McAllister	On the Rise If 401(k) plan values are to rise to their potential, they could use a little more yeast -- in the form of REIT stocks...
U.S. Banker June 2009 Steve Garmhausen	Seeking to Solve a 401(k) Riddle SunTrust Banks Inc.'s launch in April of a retirement plan platform for small employers seems like a no-brainer.