Retirement Planning

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RETIREMENT 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.

RETIREMENT 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.

RETIREMENT 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.

RETIREMENT 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.

RETIREMENT 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.

RETIREMENT 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.

RETIREMENT RETIREMENT PLANNING MAR 19, 2008
More borrowing spells trouble for retirees

401(k) participants who have borrowed from their investments rose from 9% in 2005 to 18% in 2007.

RETIREMENT RETIREMENT PLANNING MAR 17, 2008
Connecticut is planning to offer first small-business 401(k) plan

Connecticut is seeking to become the first state to offer a low-cost 401(k) plan designed for small businesses.

RETIREMENT RETIREMENT PLANNING MAR 04, 2008
Changes in DB plans to slow, Hewitt says

Changes to defined benefit plans will slow considerably this year, with 72% of plans surveyed by Hewitt Associates saying they would not likely make any changes to their plans this year, compared to 41% in last year’s survey.

RETIREMENT OPINION MAR 03, 2008
Gauging retirement readiness

Wall Street has become an industry of metrics

RETIREMENT RETIREMENT PLANNING FEB 29, 2008
Advisers may get OK on IRA advice

The Labor Department will soon release guidelines detailing how advisers may give direct counsel to clients about IRAs.

RETIREMENT RETIREMENT PLANNING FEB 28, 2008
Fidelity's 401(k) platform raised

A record 516 new plans were funded in 2007, with total plans serviced growing to 2,825, a 15% increase from 2006.

RETIREMENT RETIREMENT PLANNING FEB 28, 2008
Labor Dept. floats worker contribution rule

The rule would increase protection for employee contributions to pension and welfare-benefits plans for smaller firms.

RETIREMENT RETIREMENT PLANNING FEB 25, 2008
Pressure to be fiduciaries intensifies

Last week's U.S. Supreme Court decision to allow individual participants to sue 401(k) plan administrators will put further pressure on financial advisers to ensure that they are adhering to their fiduciary status, industry observers say.

RETIREMENT RETIREMENT PLANNING FEB 25, 2008
Fees push managed accounts off 401(k) default lists

Managed accounts aren't popular default options in 401(k) plans, because fees are too high for plan executives to justify, leaving them concerned about fulfilling their fiduciary responsibility, experts say.

RETIREMENT RETIREMENT PLANNING FEB 25, 2008
Finding niche in 401(k) consulting

While target marketing usually means targeting a specific audience, sometimes a product target also can bring success.

RETIREMENT RETIREMENT PLANNING FEB 20, 2008
Individuals may now sue 401(k) plans

Today’s Supreme Court decision will impact 50 million workers with $2.7 trillion invested in 401(k) plans.

RETIREMENT RETIREMENT PLANNING FEB 14, 2008
Fido’s DC record-kept assets grow

Defined contribution record-kept assets at Fidelity Investments grew 8% last year.

RETIREMENT RETIREMENT PLANNING FEB 12, 2008
Lincoln Financial hires DC product head

Cynthia King will be head of products for the the company’s Employer Markets Defined Contribution and Executive Benefits Business segment.

RETIREMENT RETIREMENT PLANNING FEB 11, 2008
Annuities gain ground in retirement market

Despite initial concerns about portability, cost and complexity, annuities in defined contribution plans are slowly gaining momentum, according to a new report.