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Financial Planning February 1, 2008 David Certner	A Pain for Retirees A new policy on retiree healthcare benefits could leave millions with reduced coverage.
Inc. July 2005 Darren Dahl	A New Wrinkle on Age Bias It just got easier to file age discrimination claims. Is your business at risk?
IndustryWeek April 20, 2011	EEOC Underestimates Impact of ADA Amendments Act For manufacturers waiting for the U.S. Equal Employment Opportunity Commission to issue final regulations for implementing the ADA Amendments Act of 2008, the wait is over.
Registered Rep. November 29, 2007 Christina Mucciolo	Morgan Stanley in the EEOC's Sights on Age-Discrimination? The EEOC is investigating claims made by former Morgan Stanley advisors that the firm discriminated against older workers when it laid off 1,000 financial advisors back in 2005.
On Wall Street June 1, 2012 Larry Barrett	The Reality of Health Care Costs Too many Americans are counting on Medicare to pay for a high portion of their health care costs in retirement. Too many pre-retirees are either ignoring or underestimating the advice they could be receiving from a financial advisor.
IndustryWeek April 18, 2012	EEOC Amends Age Discrimination Regulations Companies should have their employment counsel review such policies annually under any circumstances, simply to assure they remain in compliance with changing rules and regulations. Take practical steps to avoid running afoul of the law.
Investment Advisor March 2009	The Shoeless Cobbler There are many common issues, both personal and professional, that are keeping today's advisors from properly preparing for their own retirement and succession planning.
Job Journal April 25, 2004 Michael Kinsman	Career Pros: No Rush to Retire Why major corporations are working hard to recruit older workers.
Financial Planning February 1, 2007 David Macchia	Protect Retirement Financial advisors should pay attention to ROI -- not return on investment, but reliability of income. Planners must help clients assess the real capacity of their portfolios to generate long-term retirement income.
Financial Planning July 1, 2006 Tom Foster	Small Plans, Big Gains Becoming an expert in small-business retirement plans could create a big future for your financial advisory clients.
On Wall Street November 1, 2010 Gallant & Schneider	Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable.
Investment Advisor September 2005 Joni Youngwirth	Draw Up a Plan Financial planners work with retirees every day. But, due to the changing face of retirement, when it comes to planning their own retirements, they may be as befuddled as their clients.
The Motley Fool March 10, 2005 W.D. Crotty	Planning a Working Retirement Here are some practical ideas on how to make sure you don't outlive your money.
On Wall Street September 1, 2008 Parisi & Leung	Are You Prepared for the Retirement Boom? Meeting the retirement and estate planning needs of the baby boomer generation represents today's greatest growth opportunity for financial advisors. But are advisors ready for it?
Investment Advisor June 2007 Kara P. Stapleton	Consolidate and Refer Fidelity Investments introduced a report showing that advisors who offer retirement income planning services have found that their clients are more satisfied, consolidate more assets with them, and provide more referrals for new business.
Registered Rep. June 27, 2007 Halah Touryalai	EEOC Goes After Merrill in Discrimination Suit This time the Equal Employment Opportunity Commission is heading the complaint on behalf of former employee who is a Muslim from Iran.
The Motley Fool February 21, 2007 Mary Dalrymple	Slow Ramp to Retirement You may envision a gradual transition into retirement that starts with reducing your full-time commitment to work and becoming a part-time employee. But before you assume that scenario will become reality, check with your employer.
The Motley Fool April 9, 2007 Dan Caplinger	Save for Retirement, or Else There are no easy solutions to the retirement savings problem. Down under, saving isn't a choice. It's the law. For Americans, you need to plan for your own retirement future without government-sponsored private accounts to assist you.
Investment Advisor April 2006 Melanie Waddell	Catch Up How financial advisors can meet the challenge of keeping pace with their clients' retirement needs in a changing world.
Investment Advisor June 2009 Lewis Schiff	The Affluentialist: Best Practices for Retirement Planning According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving the evolution of retirement services.
Financial Planning August 1, 2007 Marshall Eckblad	Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink.
Investment Advisor January 2010 Melanie Waddell	Retirement Planning: Retirement Income a Riddle Advisors are still searching for best method to deliver retirement income.
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.
AskMen.com March 18, 2001 Luis Rodrigues	Start Planning For Your Retirement
Financial Advisor August 2007 Tracey Longo	What's Your Retirement Brand? Unless you're branding yourself a retirement income planning specialist and it's clear in clients' minds you're going to do retirement income planning for them, your client relationships honestly may be in peril.
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.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
The Motley Fool January 14, 2005 Selena Maranjian	Win Ben Stein's Respect! If it's dawning on you that you might be woefully underprepared for retirement, don't despair. It's probably not too late.
Financial Advisor October 2, 2009	Advisor Emporium Products of interest to advisors: LPL Launches retirement plan program... MassMutual captures retirement sales... Morristown Financial Group is launching Advisor AdvantEDGE... SAM adds sustainable investments... EPH China fund is created... more...
Registered Rep. September 1, 2005 Kristen French	Morgan Women Fired Up Discrimination lawsuits against Morgan Stanley could start rolling in from brokers laid off in August, say labor lawyers.
On Wall Street July 1, 2010 John Papadopulos	The Harsh Reality Of The 30-Year Retirement Many people just don't think about longevity risk and income planning, and some never even consider the risk that the money they save for retirement might not be enough to sustain them for the rest of their lives.
Investment Advisor May 2009 James J. Green	Numerology: No One Way Researchers have discerned a number of core themes regarding how advisors are conducting retirement income planning.
The Motley Fool March 7, 2007 Mary Dalrymple	Define Your Retirement You may have thought a lot about what you want to do in retirement, but you may not have thought as much about how your personal plans have an effect on your retirement financial planning.
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.
Financial Advisor October 2007 William Glasgall	The New Retirement Wave Planners will need to seek innovative ways to help keep the baby boomers from exhausting their nest eggs.
Inc. May 2006	Is A Pension Plan Right For You? If you answer yes to these six questions, a defined benefit plan may be worth a look.
Financial Advisor June 2012	LPL Financial Launches Rollover Program LPL Financial is launching a new platform to help advisors increase their retirement business by serving more individuals rolling over their 401(k) plans.
Inc. April 2005 Jennifer Gill	Gender Issues Sex-discrimination suits against small companies may not always make headlines, but nearly half of all sex-discrimination charges filed last year were aimed at firms with 200 or fewer employees. Is your company at risk?
National Real Estate Investor January 1, 2006 Elizabeth Feigin Befus	New Sexual Harassment Prevention Measures Many real estate firms report that they are increasingly concerned about their liability in the area of employment discrimination, especially sexual harassment.
On Wall Street January 1, 2010 Matthew Leung	Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged.
Registered Rep. June 28, 2011 Diana Britton	Putnam: Advice Plays Large Role in Retirement Readiness Individuals who receive professional financial advice are more likely to be prepared for retirement, no matter what their income level is, according to a recent survey.
Investment Advisor March 2008 Joni Youngwirth	There Is No Tenure for Advisors Planners who love what they do keep on doing it long after reaching "retirement age".
Inc. September 2005 Stephanie Clifford	Pregnancy Claim Settlements Rise A 1978 pregnancy-discrimination law is increasingly regarded as an available remedy.
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. June 13, 2014 Mark Miller	Can Older Unemployed Workers Salvage Their Retirement Plans? Nothing throws a financial plan off course like unplanned unemployment in the years leading up to retirement. Plenty of plans have been derailed in the aftermath of the Great Recession.
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.
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.
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.
On Wall Street April 1, 2010 Coghlan & Hadley	Retirement Catch-22: Too Young To Retire, Too Old To Hire The labor market has thrown a monkey wrench into the admirable retirement plans of many seniors and put many of them in a major bind.
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.