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Financial Advisor
July 2011
Eric L. Reiner
Pension Cash-Outs Are Coming The trend spells opportunity for advisors. mark for My Articles similar articles
On Wall Street
October 1, 2011
Elizabeth Wine
Retirement Rules for Small Business Clients Retirement plans are fast becoming an important tool for small businesses to attract and retain talent. mark for My Articles similar articles
Financial Planning
July 1, 2008
Donald Jay Korn
You Gotta Have a Plan By itself, a retirement plan sponsored by a small business or a professional practice might be modest, with $1 million or less in assets. By pursuing several plans, though, advisors may discover that "real money" is attainable. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
February 1, 2011
Temma Ehrenfeld
Retro Pension The traditional pension may seem on its way to extinction. Between 1979 and 2008, the latest figure available, the Employee Benefit Research Institute reports that the portion of U.S. private-sector workers participating in a defined-benefit plan dropped from 38% to 15%. mark for My Articles similar articles
CFO
April 1, 2006
David M. Katz
Sprucing Up the 401(k) With other retirement vehicles in dire shape, plan sponsors are rethinking their defined-contribution offerings. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
September 26, 2006
Selena Maranjian
How to Take Your Pension If you've got a pension, you're in the minority of workers today. Here are some tailor-made tips for you. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
September 1, 2004
Tracy Byrnes
Flying Solo Defined-benefit plans are making a comeback --- but with a twist. mark for My Articles similar articles
Investment Advisor
December 2006
Elizabeth Festa
Pension Act Reforms for DB and Hybrid DC Plans For those trying to devise defined benefit and hybrid defined benefit/defined contribution plans that fall under the employer deduction rules of the Pension Protection Act of 2006, there is a thicket of information to wade through and interpret. mark for My Articles similar articles
Registered Rep.
January 11, 2013
Mark Miller
Here Come the Boomer Biz Owners There are 12 million baby boomer business owners, and they're about to retire. Trillions of dollars may be on the table for advisors able to help them transition. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
March 1, 2011
Donald Jay Korn
Pension Tension Old-fashioned pensions might be disappearing, but they haven't vanished. mark for My Articles similar articles
Inc.
May 2006
Amy Feldman
A Bigger Parachute Eager to boost your retirement fund? Believe it or not, a pension might be the answer. mark for My Articles similar articles
CFO
December 1, 2006
Ronald Fink
Promises, Promises New pension rules are supposed to secure employees' retirement. Employers may have other ideas. mark for My Articles similar articles
Financial Advisor
October 2010
Eric L. Reiner
The Waiting Game Advisors want to know what tax rules 2011 will bring. mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2015
Mary Stark-Hood
2015 Tax Law Changes As individuals and companies plan for 2015, certain tax issues must be considered in personal and business financial planning. Here is a summary of changes to benefit plan contributions. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 22, 2006
Chuck Saletta
You Can Take It With You With pensions giving way to self-managed retirement accounts, your financial future really is in your hands. mark for My Articles similar articles
The Motley Fool
September 27, 2006
Dan Caplinger
Pension Reform and You How might the Pension Protection Act affect your pension? mark for My Articles similar articles
CFO
February 1, 2008
Russ Banham
Exit Strategies How companies can help retiring employees smooth the transition from savers to consumers. mark for My Articles similar articles
Investment Advisor
February 2007
News & Products The Tax Relief and Health Care Act... 401(k) participants would rather get advice from an advisor... How the IRS will process determination letters for cash balance and other types of hybrid defined benefit pension plans...etc. mark for My Articles similar articles
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? mark for My Articles similar articles
The Motley Fool
October 5, 2005
Tom Taulli
Small Business, Big Nest Egg Small-business owners have many retirement-plan options, for themselves and their employees. But retirement plans are far from simple. Which one is right? mark for My Articles similar articles
Financial Advisor
June 2010
Stephen K. Davis
What To Do About The 401(k) How do we bring better investment success to the 401(k)? For one, participants need help from financial advisors. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
June 23, 2006
Dan Caplinger
Retirement Planning for Small-Business Owners Business owners are uniquely placed to take advantage of some retirement-plan options that most employees don't get to choose from. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
February 7, 2005
Rich Duprey
Retire the IRS Way? Regulation proposal will offer sweeping overhaul of 403(b) plans. Feb. 14 deadline for public comment nears. mark for My Articles similar articles
Investment Advisor
September 2006
Melanie Waddell
Retirement Planning: Some Good News on Pensions Advisors praise the new Pension Act. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
September 8, 2006
Ryan Popple
Beware the Botched 401(k) While 401(k)s offer more control and impressive tax benefits, they also chronically underperform managed pension funds. We are going to need our 401(k)s for our future financial security, and we have to do a better job of managing them. mark for My Articles similar articles
CFO
February 22, 2005
David M. Katz
The Domino Effect Ailing pension plans could overburden the Pension Benefit Guaranty Corp and send premiums soaring. mark for My Articles similar articles
The Motley Fool
June 21, 2010
Dan Caplinger
Your Employer Is Ruining Your Retirement Here's how to handle it. You have to do everything you can to protect yourself from the moves that many employers are making right now. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
September 19, 2007
Claire Stephanic
The Worst Mistake You Can Make 44% of eligible employees do not participate in their companies defined contribution plans. Are you one of those who is turning away your employer's free money? mark for My Articles similar articles
The Motley Fool
June 22, 2006
Robert Brokamp
The End of Retirement The average American should expect to work forever. But you don't have to be among the people who don't save enough, and who don't invest wisely, who don't make smart decisions about 401(k) withdrawals. mark for My Articles similar articles
BusinessWeek
July 2, 2009
Amy Feldman
IBM Reinvents the 401(k) Staffers were nervous when Big Blue replaced its pension plan with a souped-up 401(k). Now, the plan could be the new gold standard. mark for My Articles similar articles
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? mark for My Articles similar articles
Finance & Development
September 1, 2002
De Ferranti et al.
The Future of Pension Reform in Latin America The Latin American countries are at the vanguard of global pension reform. Eight have reformed their pension systems in the past 20 years, and additional reforms are now being considered throughout the region. Did the earlier reforms work? What should new reforms aim for? And are the ideas driving the reforms sound? mark for My Articles similar articles
The Motley Fool
December 8, 2006
Chuck Saletta
Retire Young Enough to Enjoy It With pension plans falling by the wayside and getting replaced with 401(k)s and IRAs, your retirement is more in your hands than ever before. Focus on what really matters to get back more of your time. mark for My Articles similar articles
The Motley Fool
January 12, 2006
Bill Mann
The Problem With Your Pension Defined-benefit programs are disappearing. Some are insolvent. We have two simple words to put into your retirement vocabulary: index fund. mark for My Articles similar articles
The Motley Fool
August 29, 2006
Brian Richards
Is Your Retirement in Danger? The new pension act affects every American. It's your responsibility to make it work in your favor. mark for My Articles similar articles
BusinessWeek
July 19, 2004
Nanette Byrnes
The Benefits Trap Old-line companies have pledged a trillion dollars to retirees. Now they're struggling to compete with new rivals, and many can't pay the bill. Some are racing to cut or drop retiree medical benefits to give a quick boost to their bottom lines. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles