Retirement Planning

Displaying 8022 results
OPINION MAY 15, 2008
Health care is part of wealth care

What would be the financial consequence if one of your clients lost his or her physical and/or mental independence?

By Lewis J. Walker
RETIREMENT PLANNING MAY 12, 2008
ICI meeting covers use of alternatives in funds

The use of alternative hedge-fund-like strategies within mutual funds was a hot topic of discussion last week at the Investment Company Institute's 50th annual general membership meeting in Washington.

By Bloomberg
RETIREMENT PLANNING MAY 08, 2008
Retirement security top priority for investors

The government should remove obstacles that keep employers from offering 401(k) plans, said Paul Schott Stevens.

By Bloomberg
RETIREMENT PLANNING MAY 05, 2008
Financial advisers act to snag 401(k)s

The volatile stock market has created a period of frenzy for financial advisers in the 401(k) area, who have seen a substantial increase in the number of new prospects.

By Bloomberg
RETIREMENT PLANNING APR 30, 2008
Economy slowing down 401(k) contributions

Eight percent of investors have recently halted or reduced their contributions in 401(k) plans, a study reveals.

By Bloomberg
RETIREMENT PLANNING APR 28, 2008
Large employers to shuffle 401(k) lineup

Nearly half of large employers plan to add or replace funds in their 401(k) plans in the next 12 months, according to a newly released study.

By Bloomberg
RETIREMENT PLANNING APR 28, 2008
Advisers applaud fair disclosure act

Financial advisers favor the 401(k) fee breakdowns that would be required in the Fair Disclosure for Retirement Security Act, which was approved April 16 by a 25-19 party-line vote of the House Education and Labor Committee, even though that stance is at odds with the position taken by the mutual fund and brokerage industries.

By Bloomberg
RETIREMENT PLANNING APR 28, 2008
HSAs offer a strategic advantage

Do your clients have health savings accounts?

By Bloomberg
RETIREMENT PLANNING APR 14, 2008
Consumers increasingly take loans from retirement plans

With the economy deteriorating and prices for gas and heating fuel skyrocketing, consumers who are seeking new sources of cash are increasingly jeopardizing their retirement income by taking out loans from their retirement plans.

By Bloomberg
RETIREMENT PLANNING APR 14, 2008
Labor Department hears 401(k) providers on fee-disclosure regs

Service providers to 401(k) plans should not be required to be fiduciaries of the plans, the Department of Labor is being told.

By Bloomberg
RETIREMENT PLANNING APR 09, 2008
Hancock launches guaranteed 401(k) rider

Guaranteed Income for Life lets clients to put some of their 401(k) assets into at least one of the firm's lifestyle funds.

By Bloomberg
RETIREMENT PLANNING APR 09, 2008
Retirement angst reaches 18-year high

Less than 20% of American workers feel confident that they will be able to afford a comfortable retirement .

By Bloomberg
RETIREMENT PLANNING APR 03, 2008
Debit card allows investors to tap 401(k)s

By Bloomberg
RETIREMENT PLANNING MAR 31, 2008
Risk management is key to distribution planning

Financial advisers and clients can be their own worst enemies when drafting plans for retirement income, making common — but crucial — errors that can ruin distribution plans, according to an influential academic.

By Darla Mercado
RETIREMENT PLANNING MAR 28, 2008
DOL backs participants in 401(k) suit

The Dept. of Labor is backing 401(k) participants in an appeal of the dismissal of a class action filed against Deere & Co. and Fidelity Investments.

By D Hampton
RETIREMENT PLANNING MAR 28, 2008
Barclays chooses MetLife as annuity provider

MetLife is bringing in its deferred income annuity as an asset allocation option in a defined contribution plan.

By Bloomberg
RETIREMENT PLANNING MAR 26, 2008
Vote on 401(k) fee disclosure likely

The bill is expected to pass the House by summer, but will not make it through the Senate, lawyer James Delaplane said.

By Bloomberg
RETIREMENT PLANNING MAR 26, 2008
Clients want advisers, not stock pickers

Most advisers are clueless about important tax rules that impact individual retirement accounts, CPA Ed Slott said.

By Bloomberg
RETIREMENT PLANNING MAR 24, 2008
Competition fierce in 401(k) recruiting

A full 93% of plan sponsors said they are solicited at least once a year by other advisers, according to a Fidelity study.

By Bloomberg
RETIREMENT PLANNING MAR 24, 2008
Plan producers shy away from fiduciary insurance

In the weeks following a ground-breaking Supreme Court case allowing individual 401(k) participants to sue employers, lawyers have been recommending that advisers require plan sponsors to purchase fiduciary insurance.

By Bloomberg