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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.
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. |
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. |
Investment Advisor
June 2008
Kara P. Stapleton |
Successfully Saving Human Resource giant Mercer introduces the "Count on Your Retirement" online retirement savings educational program to assist employees in planning, implementing, and tracking their retirement concerns. |
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. |
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. |
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. |
| 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... |
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. |
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. |
Registered Rep.
August 28, 2015
Mark Miller |
Managed Accounts in The Workplace Retirement savers who get professional help with their 401(k) portfolios stand a good chance of seeing better outcomes than those who don't. |
CFO
May 15, 2012
David McCann |
Will These Investments Catch On? Why the government's proposals for encouraging "longevity annuities" may not impress many 401(k) plan sponsors. |
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. |
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. |
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. |
Registered Rep.
June 14, 2013
Mark Miller |
The Voice of Reason for Jittery Employers A growing number of employers are worried that their workers won't be prepared to retire. For advisors who consult with workplace plans, the heat is on. |
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. |
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. |
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. |
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? |
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. |
BusinessWeek
June 6, 2005
Laura D'Andrea Tyson |
Retirement Savings: A Boost For The Needy Government matching would give IRAs a shot in the arm to boost retirement savings, even among middle- and low-income households. |
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. |
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
February 2008
Melanie Waddell |
Buying Binge After years of organic growth, The Hartford snaps up three firms to bulk up its retirement planning offerings. |
The Motley Fool
June 28, 2004
Selena Maranjian |
Retirement Funds Ballooning Investors have fatter retirement accounts, with much in mutual funds. |
The Motley Fool
November 29, 2010
Selena Maranjian |
What Employers Want to Do When You're Not Looking Our employers are helping us out via 401(k)s and similar retirement plans, but for most of us, that's far from enough. |
Investment Advisor
December 2006
Melanie Waddell |
A Universal Concern According to an international survey, when it comes to worrying about retirement, pre-retirees and retirees around the world are in sync, though some, like the Japanese, are more anxious than others. |
Investment Advisor
February 2008
Kara P. Stapleton |
Win Over Those Rollovers There's a big business in moving clients to IRAs, the Cerulli Edge Retirement Edition study suggests. |
Investment Advisor
February 2009
Kara P. Stapleton |
Retirement News & Products Recent research by the Investment Company Institute found that despite a 40% drop in the U.S. stock markets, the vast majority of U.S. workers who invest for retirement via 401(k) plans are staying the course. |
Knowledge@Wharton
August 27, 2003 |
How Much Money Will You Need for Retirement? More Than You Think What you don't know can't hurt you, according to the old saying. When it comes to retirement planning, though, the old saying doesn't apply. |
Investment Advisor
January 27, 2011
Danielle Andrus |
More Employers Offer Help Meeting Retirement Goals Automation, advice are popular ways to help employees with retirement saving. |
The Motley Fool
August 16, 2010
Dan Caplinger |
The Right Answer for Your Retirement Automatic IRAs, as proposed by Sen. Jeff Bingaman of New Mexico, are a step in the right direction but aren't the perfect solution. |
Financial Advisor
December 2009
Karen DeMasters |
A New Game Rule changes in 2010 for retirement plans offer advisors opportunity to help employers and their workers. |
CFO
April 1, 2010
Alix Stuart |
Sea Change Companies now play a much more active role in guiding employees' 401(k) investment decisions. |
Registered Rep.
November 28, 2014 |
Retirement Planning: The View from Vanguard The dramatic shift by retirement savers to passive investing means financial advisors will spend less time in the future picking stocks, and that leads to questions about new ways to add value. |
Investment Advisor
March 2007 |
News & Products, March 2007 Americans aged 40 to 69 expect to gradually ease into retirement... The Pension Protection Act of 2006 includes a number of provisions that are designed to overcome worker inertia in saving... etc. |
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. |
Investment Advisor
June 2007 |
News & Products SEC Chairman Christopher Cox said the SEC's examination of what goes into a 401(k) should be showing "progress" in the next few months... The ICI released a report May 7 revealing that Americans held a record $16.4 trillion in retirement assets... etc. |
Registered Rep.
February 10, 2012
Mark Miller |
New Focus on Small Workplace Retirement Plans Means Lower Fees, Opportunity for RIAs The spoils of the 401(k) market have always gone to the large players -- big retirement plan providers providing the best, most efficient plans to big plan sponsors. But small is starting to look beautiful. |
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. |
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. |
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. |
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. |
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
April 25, 2005
Selena Maranjian |
Are You a 401(k) Screw-Up? Don't make any classic mistakes -- be a smart saver. |
Registered Rep.
March 11, 2011
Diana Britton |
MetLife, Other Insurers, Renew Focus On Women MetLife has launched a new educational campaign for advisors who want to target affluent women, due to renewed interest in this market. |
The Motley Fool
July 14, 2010
Selena Maranjian |
Don't Listen to These Market Doomsayers When it comes to finance, too many people are totally wrong. Most people don't know enough about finance or economics to have an informed opinion on either subject. |
BusinessWeek
February 5, 2009
Amy Feldman |
Can an Improved 401(k) Save Your Retirement? Asset managers and insurers are trying to develop a hybrid 401(k), combining guaranteed income and an investment portfolio. |
