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Investment Advisor
September 2009
Marlene Y. Satter |
Insurance Update: An Asset to Planning According to the American Association for Long-Term Care Insurance, asset-based LTC insurance is on the rise.   |
Investment Advisor
March 2010
Melanie Waddell |
The Problems With Pensions Members of Congress and retirement experts are working feverishly to ensure that pension plan funding relief is enacted soon. |
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. |
Investment Advisor
July 2010
Melanie Waddell |
Retirement Planning: News & Products A new report by has found that practices are experiencing significant growth in serving retirement income clients as planners, brokers, and RIAs express heightened concern with managing investment risk for these investors. |
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
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. |
CFO
December 1, 2010
David M. Katz |
The Check Will Be in the Mail Can annuities help ease employees' fears about having enough money in retirement? |
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. |
Investment Advisor
April 2007
James J. Green |
News & Products The Fidelity Research Institute reported that Americans are slightly better prepared for retirement... The American College hat New York Life Insurance Company is donating $2 million... etc. |
Investment Advisor
May 2009
James J. Green |
Confidence Builders A study from Barclays Global Investors attempts to discover what could be done to restore confidence in retirement plans and save more. |
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. |
Financial Advisor
May 2008 |
Advisor Emporium Jefferson National Offers Annuities Tool... Allianz Life Introduces Annuity Series... PowerShares ETF Listed On NYSE... etc. |
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. |
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 |
News & Products, July 2008 Department of labor will continue to scrutinize the indirect compensation that advisors acting as pension consultants receive... The number individuals participating in HSA-eligible high-deductible health plans jumped significantly since 2004... etc. |
The Motley Fool
December 17, 2008
Robert Brokamp |
Congressman George Miller on the Future of 401(k)s A short interview with the chairman of the House Committee on Education and Labor on the future of retirement and pension plans. |
CFO
May 8, 2006
Randy Myers |
Drawing a Bead on Cost A clearer picture of 401(k) plan fees is helping more plan providers drive down costs. |
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 Advisor
December 2003
Jeff Schlegel |
Qualified Plans Rock Through Bear Market The rising demand for advice is changing the 401(k) business. |
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. |
Registered Rep.
May 26, 2005
Kristen French |
Under ERISA, No Padding Profits with Revenue Sharing Under a recent Department of Labor directive, revenue-sharing arrangements between mutual funds and advisors to employee benefit plans can no longer be used to pad profits. |
Investment Advisor
May 2010
Marlene Y. Satter |
Easy Rider Redux Advisors might find a tough subject easier to broach with clients. |
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. |
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
April 2010
Ron Pechtimaldjian |
Economy Alters Buys of LTC Insurance The age of purchasers of long-term care insurance in 2009 increased for the 55-and-older group over 2008. |
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. |
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. |
Investment Advisor
September 2007
Melanie Waddell |
Failure to Compute? The Department of Labor is set to tell Congress by year-end if computer models are suitable for IRAs. |
Investment Advisor
July 1, 2011
Melanie Waddell |
Retirement Plans' Perilous Future Between threats of cutting tax benefits and crackdowns on non-compliant plans, for the retirement industry stakes are higher than they ever were. |
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. |
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. |
Financial Planning
February 1, 2010
Donald Jay Korn |
Combo Care After more than three years of waiting, new tax laws may increase the popularity of life insurance and annuities with long-term-care riders. |
Investment Advisor
January 2007
Ken Ziesenheim |
The Other Fiduciary Issue Many members of company retirement plan investment committees are not fully aware of the nature of their fiduciary responsibilities. |
Investment Advisor
May 2009
Melanie Waddell |
New IRS DB Funding Rules The Internal Revenue Service recently issued regulatory guidance on defined benefit pension plans that provides some needed relief for DB plan sponsors. |
Investment Advisor
September 2005
Melanie Waddell |
The Care Calculation Sales are down and premiums are up for long-term care insurance, but the cost of long-term care continues its steep increase. Advisors need to learn more about this product and discuss it with clients. |
Financial Advisor
March 2007
Raymond Fazzi |
Annuities Anew No-load variable annuities begin to attract interest among fee-based advisors. |
Investment Advisor
December 2006 |
News & Products Morningstar has introduced Morningstar Retirement Income Strategist... JPMorgan Retirement Services said that it planned to acquire Chicago-based CCA Strategies LLC... etc. |
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. |
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. |
Registered Rep.
August 12, 2011
Diana Britton |
Retirement Income Fever The industry has responded to the great wave of retirees that has just begun with an increased focus on creating retirement income streams -- successfully. It's always a tough feat, what with expanding life expectancies and estimating health care needs far out in the future. |
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. |
CFO
May 1, 2008
Russ Banham |
Courting Disaster Confusion over 401(k) plan fees is triggering lawsuits and congressional inquiries. What can plan sponsors do to head off trouble? |
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. |
BusinessWeek
June 7, 2004
Anne Tergesen |
Does Your 401(k) Cost Too Much? Fees for your 401(k) retirement plan can take as much as 3% of the account balance each year. Watch out for conflicts of interest. |
Financial Advisor
April 2006 |
Frontline News Roth 401(k) Plans Off To Slow Start... Schwab To Present Awards... Paying Tuition In Advance Is Not A Gift, IRS Rules Again... 401(k)s: Participation And Contribution Rates Are Down... etc. |
The Motley Fool
December 8, 2010
Selena Maranjian |
You May Really Need This Expensive Insurance Don't let the need for long-term care for yourself or a loved one derail your retirement. |
The Motley Fool
February 9, 2005
Selena Maranjian |
Women Disadvantaged in Retirement Don't let yourself or someone you love end up with a raw retirement deal. Retirement planning isn't simple, but it's absolutely critical that you don't neglect it. |
Financial Advisor
December 2005 |
Advisor Emporium Impact Technologies Launches Retirement Planning System... Vanguard Standardizes Fund Minimum Requirements... Life Settlement Tool Introduced... Goldman Sachs Launches Fund... Three New Funds In Jefferson National's Monument Advisor... etc. |
Financial Planning
January 1, 2006
Lawson & Bloom |
A Hybrid Future Financial advisers should learn how the new DB(k) plan could make retirement offerings easier and more affordable for small-business owners. |
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. |
