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The Motley Fool August 29, 2005 Dayana Yochim	Forgotten 401(k)s If you have money sitting in a former employer's retirement plan, consider taking control of that dough. Doing so gives you more investment options at a lower cost.
The Motley Fool January 13, 2004 Dayana Yochim	Trillion-Dollar Treasure Trove You can ignore a lot of little money tasks and suffer few consequences. But letting your money wallow in a former employer's retirement plan is really wasting opportunity. If you have money sitting in a former employer's account, now's the perfect time to take it back.
Entrepreneur September 2006 Mark Henricks	Nest Egg Nudge Add value to your business with an employee retirement plan.
Financial Advisor September 2004 Marla Brill	The One-Person 401(k) Takes Off A new retirement plan entry has advantages over IRAs.
The Motley Fool October 29, 2009 Dan Caplinger	This Common Move Will Get You Nowhere Don't give up on your retirement. 46% of all those who left their jobs chose to cash out their 401(k) plan balances, take the money, and run.
The Motley Fool June 8, 2010 Nathan Alderman	What the Fool Is a 401(k)? Your quick, Foolish guide to getting free money from your boss.
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.
PC Magazine October 11, 2006 Matthew D. Sarrel	Grow Your Employees' Nest Eggs Offering the best 401(k) plan means doing your homework first.
The Motley Fool January 16, 2007 Mary Dalrymple	Fall in Love With IRA Meet the account that will become your best friend in retirement.
Registered Rep. May 9, 2014 Mark Miller	Fund A Business With a 401(k)? Any new business is a risk. But Jan and Chuck Morris financed theirs with a little-known transaction called rollover-as-business-startup.
Financial Advisor September 2009 John Carl	Your Clients' Retirement DNA Understanding a client's many savings plans, as well as her career path and investment choices, means you're ready to analyze how she's uniquely positioned for retirement.
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.
Entrepreneur June 2010 Rosalind Resnick	A Better Plan for Not Working Start early to set the best course for retirement -- no matter how far off it may seem.
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.
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The Motley Fool June 13, 2011 Selena Maranjian	Step Away From That Growing Pile of Money The all-too-common practice of borrowing from retirement accounts is much more dangerous than you probably think.
The Motley Fool November 20, 2006 Mary Dalrymple	Rule Your Rollover The world of retirement has changed, and that means more responsibility for workers. The trade-off also means more choice and more control for investors.
The Motley Fool December 13, 2006 Dan Caplinger	Risky Business for Small Companies For many small businesses and their employees, employer-sponsored retirement plans remain an unfulfilled dream.
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.
The Motley Fool January 26, 2006 Dayana Yochim	Apathy, Spending Spree, or IRA? With the average 401(k) balance in the $50,000 range, it seems a shame to either fritter away those retirement dollars by cashing out or forgetting about long, lost accounts until it's too late. Which will it be when you leave your old job?
Registered Rep. November 1, 2002 Pamela J. Black	How to Be a Retirement Planning Hero Fixing a client's retirement plan (to the extent possible) may be the best opportunity brokers have today to create new business.
Financial Advisor September 2008 Mike Sheets	Satisfying Your Self-Made Clients Some of the most challenging clients to help transition into retirement are business owners or career professionals who have had some success managing their own money during their working years.
Entrepreneur January 2007 C.J. Prince	Show Me the Money You can fund your new franchise in traditional ways - or you can get a little creative.
The Motley Fool January 18, 2006 Dayana Yochim	Let Your Ex-Boss Fund Your IRA Do you have retirement money sitting in an old 401(k)? What are you waiting for? Grab it!
The Motley Fool July 24, 2008 Dayana Yochim	How To Deal With an Old 401(k) When (and how) to reclaim an old account, and when to leave it put.
Registered Rep. June 26, 2015 Mark Miller	When Retirement Comes Early Planners need to consider a range of more practical questions with clients weighing an early retirement.
Financial Planning November 1, 2005 Ed Slott	IRA Protection The good news: Your client gets more IRA creditor protection. The bad news? Your client is bankrupt. If this can help even one or two of your clients protect their retirement funds, then you can be a real hero by knowing about the new rules and helping your clients through tough times.
The Motley Fool January 13, 2004 Dayana Yochim	The Old 401(k) Conundrum When not to roll over your 401(k) funds.
The Motley Fool February 1, 2005 Dayana Yochim	When Not to Roll Over Sometimes it's best to leave your 401(k) money with your old boss.
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.
The Motley Fool April 19, 2007 Dan Caplinger	Raiding Your Retirement for a Down Payment Even though you should be cautious about using your retirement money to fund a down payment on a home, there are still some situations in which it makes sense to use retirement funds as a source of liquidity.
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.
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.
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.
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.
Financial Planning October 1, 2010 Donna Mitchell	The Catalyst Ted Benna, developed the workplace-sponsored 401(k) retirement plan, is arguably the most influential employee benefits consultant working today.
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.
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.
Entrepreneur July 2005 Nichole L. Torres	Forgo the Fund? You're risking not your retirement nest egg, but the often-steep penalty fees for early withdrawal -- but if you believe in your startup you can fund it with your 401(k).
The Motley Fool February 17, 2007 Elizabeth Brokamp	The Best Way to Save for Retirement Motivating yourself to save for retirement can be hard; here's what works.
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?
The Motley Fool November 15, 2004	Make Your 401(k) Work Harder Take one minute to maximize your employer-sponsored retirement plan.
The Motley Fool January 18, 2007 Mary Dalrymple	Feed Your 401(k) Even recent hires have run out of excuses for ignoring retirement. The best part about a 401(k)? Once you set it up, the savings happens automatically.
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Financial Planning November 1, 2008 Ed Slott	Are IRAs Safe? The good news: Retirement accounts are federally insured up to $250,000 per bank. Congress raised the limit from $100,000 in 2006.
The Motley Fool June 30, 2005 Dayana Yochim	Let's Play Retirement Hardball It's time to have that talk about your retirement planning shortcomings.
Entrepreneur April 2005 C.J. Prince	Strike a Match Offering company stock in your 401(k) plan can be risky business--learn how to avoid getting burned when playing with matches.