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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
December 2003
Jeff Schlegel
Qualified Plans Rock Through Bear Market The rising demand for advice is changing the 401(k) business. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
September 2007
Alan Lavine
Looking For Certainty Sponsors of 401(k) and 403(b) plans want employees to draw a stable source of retirement income from them. But it's a daunting task to manage a portfolio of mutual funds while withdrawing money, based on government-mandated minimum distribution rules. A few plan sponsors already have begun adding income replacement funds to solve this problem. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
Financial Advisor
December 2007
Jeff Schlegel
The Changing Face Of 401(k) Plans The 401(k) plan has become a bedrock of the American retirement account, but its foundation is becoming increasingly fluid with evolving rules, products and attitude shifts that add choices -- and complexities -- for plan participants and their sponsors. 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
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? mark for My Articles similar articles
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. mark for My Articles similar articles
Real Estate Portfolio
May/Jun 2001
Jack McAllister
On the Rise If 401(k) plan values are to rise to their potential, they could use a little more yeast -- in the form of REIT stocks... mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
June 10, 2010
Dan Caplinger
Is This the Fix for Failed 401(k)s? ETFs are coming soon to a retirement plan near you. mark for My Articles similar articles
CFO
April 1, 2010
Alix Stuart
Sea Change Companies now play a much more active role in guiding employees' 401(k) investment decisions. mark for My Articles similar articles
Investment Advisor
July 1, 2011
Tom Lydon
ETFs At Last: The Future of 401(k)s Exchange-traded funds are beginning to attract greater attention for participant-directed individual account plans. mark for My Articles similar articles
Financial Advisor
June 2007
Sydney LeBlanc
Are SMAs Appetizing For 401(k) plans? Essentially "do it yourself" plans, more 401(k) participants than ever before are asking for professional investment advice and a larger number of these individuals are educating themselves about their investment choices, including separately managed accounts. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
December 2005
Raymond Fazzi
Into The Black Hole Of 401(k) Consulting Advisors find that the need on the part of both sponsors and participants for professional and unbiased advice regarding 401(k) asset allocation and management is great. mark for My Articles similar articles
Investment Advisor
March 2010
Vaughan Scully
The Battle for 401(k) Accounts ETFs have only established a small beachhead so far in the 401(k) arena. That may not change any time soon. mark for My Articles similar articles
The Motley Fool
February 8, 2005
David Braze
10 Ways to Mismanage Your 401(k) Any one of these mistakes has the potential to cost us thousands of dollars in the amount we will eventually accrue for retirement. 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
Financial Planning
September 1, 2013
Ilana Polyak
For Advisors, a Big 401(k) Opportunity As regulatory scrutiny of plans increases, advisors are in the sweet spot to capture new business. mark for My Articles similar articles
Investment Advisor
November 2006
Melanie Waddell
Watch Those Fees! The Department of Labor gets tough on retirement plan fee disclosure. Financial advisors, take note. mark for My Articles similar articles
Financial Advisor
November 2011
Jerilyn Klein Bier
Best-Laid Plans Advisors who've built substantial 401(k) practices share their strategies. mark for My Articles similar articles
Financial Advisor
March 2012
Juliette Fairley
More 401(k) Avenues Demand is increasing for advisors who can help companies with their retirement plans. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
May 19, 2011
Dan Caplinger
Schwab Joins the 401(k) Wars The discount broker jumps in with an index-only retirement plan. mark for My Articles similar articles
The Motley Fool
January 28, 2009
Dayana Yochim
Stop Paying a Toll to Invest in Your 401(k) The fine-print fees are stealing from your retirement. mark for My Articles similar articles
The Motley Fool
December 17, 2008
Robert Brokamp
The 401(k) Crisis and What You Can Do About It That thing you're using to save for retirement? Your 401(k)? It's got a lot of problems. mark for My Articles similar articles
The Motley Fool
February 24, 2011
Dan Caplinger
Make This Move Now and Save Your Retirement 401(k)s are back -- but you have to use them wisely. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
October 11, 2012
Stan Luxenberg
Savers, at Last. . . The 401(k) has long been considered a failure at truly preparing anyone for retirement -- especially since the recession. Less noticed is that the plans are, slowly, getting much better. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
August 23, 2010
Jerry Gleeson
Fidelity: More Investors Raiding Their 401(k)s The number of loans and hardship withdrawals from 401(k)s is on the rise. mark for My Articles similar articles
The Motley Fool
January 18, 2007
Mary Dalrymple
Retirement and Irrational Man, Part 2 If you've stuck with the default options in your 401(k) because you were automatically enrolled in the savings plan, it's time to take a look at your contributions and investments. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 17, 2008
Todd Wenning
The Best 401(k) Plan Sponsors With the right approach and the right 401(k) plan sponsor, you can do better than you would have with a pension. Here are the best defined-contribution providers, by market segment, according to Plansponsor. mark for My Articles similar articles
The Motley Fool
December 17, 2008
Dan Caplinger
Should You Ditch Your 401(k)? Usually, unless a plan is really bad, it's worth trying to salvage it -- at least to some extent. In deciding whether to participate and how much to contribute, keep the following four ideas in mind. mark for My Articles similar articles
The Motley Fool
September 15, 2010
Dan Caplinger
This Investment Won't Save Your Retirement Annuities can't work if you don't have the money to buy them. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2007
William Glasgall
Income For Life? Well, We Hope So. A look at new products that are supposed to create "personal pensions" for your clients: Dividends Galore With ETFs... Mutual Funds Aim For Payouts... Advisors Warm To Immediate Annuities... etc. mark for My Articles similar articles