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Investment Advisor
February 2009
Melanie Waddell |
Out of the Frying Pan, Into...? While most investors and their advisors are happy to say good riddance to 2008, the collective wisdom among economists and investing executives is that the global financial crisis will usher in a year of global recession and deflation risk.   |
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. |
Investment Advisor
July 2007
Melanie Waddell |
Stable Value or Not? Stable value as a default option for 401(k) plans debated. |
Investment Advisor
March 2007
Melanie Waddell |
Leading the Way This year is shaping up into one in which advisors will have to stay compliant with a plethora of retirement planning rules and regs if they expect to stay firmly rooted in the retirement planning arena -- and doing what's best for their clients. |
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. |
Financial Planning
July 1, 2007
Walls & Knight |
Buy Default The Pension Protection Act gives business owners more effective ways to deploy the default option in their 401(k) plans. |
Investment Advisor
October 2008
Melanie Waddell |
DOL Floats Advice Proposals The Department of Labor recently announced two proposed rules under the Pension Protection Act designed to make investment advice more accessible for millions of Americans in 401(k)-type plans and individual retirement accounts. |
Investment Advisor
July 2008
Elizabeth D. Festa |
Graff's Goal at ASPPA: Closing the Gap The head of the American Society of Pension Professionals & Actuaries says he is cognizant of the challenges for employees' savings plans in the current market environment. |
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. |
Financial Advisor
November 2010 |
Auto-Enrollment Benefits Young Savers A new study shows young workers with 401(k) auto enrollment are better diversified than employees who aren't offered that feature in their retirement plans. |
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. |
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 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? |
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. |
BusinessWeek
April 25, 2005
Howard Gleckman |
A Nest Egg That's A No-Brainer Automatic 401(k)s are taking hold in the U.S. -- and getting employees to salt more away. |
On Wall Street
April 1, 2010
Trone & Harvey |
Are The Retirement Waters Now Murkier? A 40-page document of new regulations from the Department of Labor sets out to ease the challenges of offering investment advice to retirement plan participants and to lessen any conflicts of interest. |
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. |
Registered Rep.
May 28, 2003
Ross Tucker |
A Greater Hand For Advisors In 401(k) Business Pending legislation could clear the way for advisors with 401(k) business to sell financial advice to plan participants. |
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. |
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. |
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. |
Investment Advisor
October 2009
Melanie Waddell |
Retirement Planning: Obama's Retirement Plan The Obama administration's plan to help Americans save more for retirement promotes small plan IRAs and putting tax refunds into savings bonds. |
Financial Planning
September 1, 2007
Lulaine Compere |
White Paper Almost 75% of surveyed employees in a recent study showed a favorable or neutral impression of opt-out 401(k) enrollment programs, which automatically enroll a worker in a company's retirement plan, unless the employee specifically chooses otherwise. |
Investment Advisor
March 2010
Melanie Waddell |
Income Initiatives; Social Security President Obama's State of the Union address included a number of retirement savings initiatives that he'd like to see enacted: the automatic IRA, an expanded savers credit, updating 401(k) regulations, as well as using annuities as a way to turn savings into a guaranteed lifetime income. |
| 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? |
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? |
Financial Planning
November 1, 2010
Trone & Harvey |
The New Rules of the Road The following four regulatory reforms will likely have the most impact on the financial services industry over the next 24 months. Here's a short synopsis of what they will require. |
CFO
December 1, 2007
Kate O'Sullivan |
The New Mix With so much riding on 401(k)s, more and more companies are reconsidering their plan offerings. |
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. |
The Motley Fool
March 9, 2007
Mary Dalrymple |
Fee, Fie, 401(k), Fum How much do you know about your 401(k) fees? |
Registered Rep.
May 17, 2006
Kevin Burke |
ICI Skipper Sounds the Alarm On Retirement Savings Speaking at the 48th annual Investment Company Institute general membership meeting, ICI President Paul Schott Stevens addressed key issues concerning the $9.2 trillion mutual fund industry. Paramount among his concerns was the looming retirement wave. |
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. |
| Knowledge@Wharton |
How Design of Pension Plans Influences Employee Investments With the collapse of Enron, lawmakers, regulators, financial advisors and working people are taking a hard look at 401(k) plans, which employees in many U.S. companies use to save for retirement... |
Investment Advisor
January 2008
Melanie Waddell |
DOL Issues Fee Disclosure Regs The Department of Labor introduced its proposed rules on enhancing the disclosures regarding fees that fiduciaries of employee benefits plans receive. |
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 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. |
The Motley Fool
July 13, 2011
Dan Caplinger |
Investing on Autopilot Can Crash Your Portfolio You'll do yourself a big favor by taking steps to take control of your own retirement money, rather than counting on default investments to work for you. |
The Motley Fool
December 1, 2006
Mary Dalrymple |
Frightening Fine Print Have you checked your 401(k) fees? What looks like a small difference could have big consequences. |
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. |
On Wall Street
September 1, 2012
Elizabeth Wine |
Financial Advisors Turn to the 401(k) Market for More Business Advisors look to 401(k) plans as fertile ground for business. |
Financial Planning
May 1, 2007
Weller & enkins |
The 401(k) Fee Effect The costs of 401(k) accounts are eating into Americans' retirement returns. What should be done? |
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. |
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. |
Investment Advisor
April 2009
Melanie Waddell |
Retirement News & Products The latest on retirement. President Obama's 2010 budget includes initiatives to expand retirement savings by including automatic individual retirement accounts (IRAs) and an expanded Saver's Credit for retirement savings contributions. |
Investment Advisor
September 2008
Melanie Waddell |
Disclosure Time The timeline of the Department of Labor's proposed rule on 401(k) plan fee disclosure seems too aggressive. |
Investment Advisor
July 2010
Melanie Waddell |
Retirement Planning: Discord With DOL Squabbing over proposed final 401(k) advice rules. |
Investment Advisor
December 2007 |
News & Products, December 2007 There's an excellent chance that the Department of Labor will finalize its three initiatives dealing with 401(k) fee disclosures... The IRS has extended the deadline for compliance with Section 409A of the tax code... etc. |
On Wall Street
December 1, 2012
Richard T. Mason |
Changing the Retirement Readiness Game Employees are seeking financial guidance and increasingly looking to their employers as a resource for retirement planning. |
BusinessWeek
June 13, 2005
Aaron Pressman |
401(k)s Spring A Leak Baby Boomers are switching out of their retirement accounts, and mutual funds are hurting. |
CFO
April 1, 2009
Lynn Brenner |
401(k)risis The stock-market meltdown has dealt a crushing blow to retirement plans. Brace for repercussions. |
