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The Motley Fool
October 20, 2006
Dan Caplinger |
Are You a Bad Investor? Learning about investing and financial planning isn't always easy, but it's part of being a responsible adult member of society. Workers owe it to themselves to take advantage of the numerous options at their disposal to help them make the most of their savings.   |
Managed Care
April 2001 |
Employees' tolerance of change underestimated? Health care prognosticators have lately been predicting the coming of a defined-contribution payment system in which an employer would give an employee a voucher (or other stipend) and tell him to go find and purchase his own health care benefits. But employers are unlikely to switch... |
Insurance & Technology
March 9, 2007
Anthony O'Donnell |
New ULLICO Retirement Services President Gary A. Amelio Plans to Introduce State-of-the-Art, Technology-Driven Products In addition to the cultural shift associated with defined contribution products, ULLICO will need to address the significant technology requirements of the plans. |
Entrepreneur
November 2006
Scott Bernard Nelson |
Dish It Out Pension offerings continue to dissolve, but new laws reward employers whose workers pump up their 401(k)s. |
Financial Planning
December 1, 2011
Danielle Reed |
Alternative Benefits Defined benefit plans have relied on a much broader range of asset classes and have historically outperformed defined contribution plans, says Bill McDermott, head of defined contribution services at Goldman Sachs Asset Management. |
Financial Advisor
December 2005
Jeffrey H. Rattiner |
The Small Business Retirement Choice Depending on the needs of the business owner, many options are available. The way to proceed is to make sure that the appropriate selection of a plan(s) is dependent upon the client's objectives. |
The Motley Fool
August 11, 2006
Dan Caplinger |
Pension Reform and You A new law will change the way you save for retirement. Assuming that the act is signed into law, the Pension Protection Act of 2006 will provide savers with more options and greater assurance than the current set of incentives. |
Real Estate Portfolio
Nov/Dec 2004
Michael Fickes |
The Emerging Retirement Option It has taken years, but REITs are blossoming in the defined contribution market. |
Investment Advisor
September 2006
Melanie Waddell |
Retirement Planning: Some Good News on Pensions Advisors praise the new Pension Act. |
Managed Care
February 2001
Frank Diamond |
Defined Contribution: Why It Won't Happen Any Time Soon There's a difference between plausibility and wishful thinking that many who predict the advent of this system fail to recognize. Risk adjusting, adverse selection, and the tax code present hurdles... |
Financial Advisor
July 2004
Dorothy Hinchcliff |
Dusting Off Defined Benefit Plans Financial advisors now have what may seem like an unlikely tool to help some clients catch up fast for retirement and defer thousands in taxes. |
Investment Advisor
October 2005
Kathleen M. McBride |
Retirement Plan Advisor: What's Old is New Traditional defined benefit (DB) plans are getting a new lease on life. There is an opportunity for advisors to help clients who own small businesses to set up a DB plan. |
Registered Rep.
June 12, 2007
Christina Mucciolo |
Retirement Plan Participants Want Financial Planning When it comes to retirement planning, employees with 401(k)s and other defined contribution plans want more financial planning, and they aren't getting it through their retirement plans, according to a new report. |
Commercial Investment Real Estate
Nov/Dec 2002
Jennifer Gregor |
Review Tax Changes to Maximize Employee Benefit Plans The Economic Growth and Tax Relief Reconciliation Act of 2001 contained numerous changes to fundamental retirement plan rules for small businesses. |
On Wall Street
October 1, 2009
E. Thomas Foster Jr. |
Seek Opportunities to Help Employers With Retirement Plans Financial advisors whose business clients sponsor 401(k) or other defined contribution plans can provide critical assistance in helping educate both plan sponsors as well as participants in making the most of their retirement plans. |
Registered Rep.
October 1, 2006
David A. Geracioti |
Save for Retirement, or Else No matter how you slice it, it's clear that in the future, personal savings will become the most important part of a retirees' income. Recently, Robert Pozen, chairman of MFS Investment Management, described what should be done to fix Social Security and entice workers to save. |
Knowledge@Wharton
May 21, 2003 |
Will Baby-Boomers' Retirement Years Go Bust from a Lack of Savings? A recent Pension Research Council conference looked at factors that influence participation in retirement-savings plans. Why do people save less than they should? How can pension plans be structured to improve participation? |
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. |
Financial Advisor
July 2005
Jeff Berends |
Big Savings For Small Employers Individual defined benefit plans are appealing to the self-employed. |
Investment Advisor
March 1, 2011
John Sullivan |
Catching up with... Kristi Mitchem The senior managing director of State Street Global Advisors and head of global defined contribution speaks about retirement income and what to do about it. |
Financial Planning
May 1, 2007
Elizabeth O'Brien |
White Paper The fund industry often analyzes the performance of target-date funds using incorrect assumptions about participant behavior. Investors contribute less to funds, and contribute more erratically, than is generally believed. |
Investment Advisor
November 2005
Kent Buckles |
Guiding Light When retirement plan participants are engaged early and effectively in the process of retirement savings and gently guided toward prudent investment decisions, they will be more committed to staying the course because they have helped chart it. |
CFO
August 1, 2002
Kris Frieswick |
Honey, I Shrunk The 401(k) The bear market has clobbered 401(k) accounts -- and could spark a revival of defined benefit plans. |
Knowledge@Wharton
February 12, 2003 |
A "Perfect Storm" of Circumstances Batters Corporate Pension Plans Questions raised about accounting for pension funds have prompted some Wharton faculty and other experts to ask if rules promulgated by the Financial Accounting Standards Board, as well as the Internal Revenue Code itself, may have played a significant part in the strife. |
The Motley Fool
January 18, 2007
Mary Dalrymple |
Retirement and Irrational Man, Part 1 If you've let your employer set up your 401(k) contributions and investments, don't assume that the default options set by your plan will guarantee a comfortable retirement. |
Inc.
April 2008 |
How to Launch Your Company's 401(k) Plan Introduction to an article that details a step-by-step guide to picking a plan, a primer on the fees you can expect to pay, questions to ask a prospective investment adviser, and resources for further inquiry. |
The Motley Fool
December 22, 2006
Dan Caplinger |
Do Pensions Beat 401(k)s? A recent study shows that investors aren't doing as well on their own and underscores the need for employees to understand and take full advantage of their retirement plan options. |
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? |
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. |
Managed Care
March 2002
John A. Marcille |
Change Is To Be Expected, But Not Always Welcomed The biggest threat to managed care as now practiced may be this new scheme, defined contribution. Even more than the Patients' Bill of Rights, this is a movement that could shake the industry... |
Bank Systems & Technology
October 14, 2009
Maria Bruno-Britz |
TowerGroup Acquired by CEB The Corporate Executive Board has expanded its financial services footprint with the purchase of the research firm. |
CFO
April 1, 2005
Roy Harris |
Make It Automatic To boost retirement savings, future plans may turn every step from enrollment to rollover into a ''default'' choice for employees. |
Financial Planning
May 1, 2007
Ed Slott |
She Said, They Said Can your financial advisory client actively participate in a company's retirement plan without being active in the plan? |
The Motley Fool
July 31, 2007
Chuck Saletta |
Are You Ignoring Free Money? Can you be enticed to contribute to your 401(k)? If your employer is offering to match your contribution, don't ignore this free money towards your retirement. |
FDIC FYI
January 13, 2004
Miller & Ayres |
Could a Bull Market Be a Panacea for Defined Benefit Pension Plans? This report describes the serious challenges and outlook facing the Pension Benefit Guaranty Corporation and corporate defined benefit pension plans, and examines the effects on financial institutions insured by the FDIC. |
On Wall Street
May 1, 2011
Cameron Short |
The Doctor Is In And Needs Retirement Planning The threat of the Bush tax cuts expiring in 2010 prompted many high-net-worth individuals to review their qualified plans to ensure maximum income deferral capabilities. |
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... |
Investment Advisor
June 2010
Marlene Y. Satter |
Insurance Update: Easy Monthly Payments (for Retirement) Nationwide's suggestions for retirement income: annuities in 401(k) plans. |
Financial Planning
November 1, 2005
Robert Hertzberg |
Who's Tops in 401(k)s Fidelity Investments, Nationwide Financial and Principal Financial Group are the top product providers in defined contributions, according to a survey of advisers who administer 401(k) and other qualified plans for U.S. companies. |
The Motley Fool
January 28, 2005
Selena Maranjian |
SBC's New Traditional Pensions There's a possible trend afoot that may actually help workers. The telecom announced plans to revive a traditional pension plan for a few managers (a mere 55,000, to be more precise). Will other companies follow suit? |
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. |
Real Estate Portfolio
Jan/Feb 2008
Allen Kenney |
The Time of Your Life Life cycle funds gain popularity by enabling investors to choose tailored investment plans. REIT Usage in Life Cycle Fund Products: AllianceBernstein Retirement Strategies -- 10%... JPMorgan Smart Retirement Funds -- 4% to 6%... etc. |
The Motley Fool
February 24, 2009
Dan Caplinger |
The Trend That Could Save Your Retirement One type of defined benefit plan, known as the cash balance plan, has gained growing popularity among employers wanting to do more for their workers. |
Wall Street & Technology
September 23, 2005 |
Growth Spurt TowerGroup estimates that by 2009, annual spending on portfolio accounting will reach nearly $1 billion. |
The Motley Fool
September 27, 2006
Dan Caplinger |
Pension Reform and You How might the Pension Protection Act affect your pension? |
Bank Systems & Technology
July 5, 2004
Ivan Schneider |
State Street's Spina Rethinks Retirement Investing Retirement incomes hinge on industry's ability to innovate, says firm's chairman and CEO. |
AFP eWire
December 11, 2006 |
2006 Giving on Pace So Far with Previous Years Contribution levels in the U.S. through the first nine of months of 2006 are remarkably similar to levels seen in 2004 and 2005, according to a recent survey. |
Financial Advisor
June 2007
Eric L. Reiner |
Plan Gets Stamp Of Approval Here's how financial planners can use cash-balance plans to let successful business owners save more for retirement. |
CFO
July 15, 2008
Russ Banham |
Serving Employees, at a Price When employees are automatically enrolled in 401(k) plans the company tab can soar. |
Inc.
May 2006
Amy Feldman |
A Bigger Parachute Eager to boost your retirement fund? Believe it or not, a pension might be the answer. |
