Retirement Planning

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RETIREMENT RETIREMENT PLANNING JAN 14, 2008
New regs may give 403(b)s new life

Starting in 2009, new rules will change the landscape of the 403(b) industry, making the plans look more like 401(k)s and increasing their attractiveness to savvy advisers in the process, industry leaders believe.

RETIREMENT RETIREMENT PLANNING JAN 07, 2008
Task force to gauge 403(b) plan issues

The group comprises 18 record keepers and investment providers that serve the market for the defined contribution plans sponsored by school systems and hospitals.

RETIREMENT RETIREMENT PLANNING JAN 07, 2008
Liebrock jumps from Fidelity to Captrust

Dave Liebrock will be an adviser at Captrust, working mostly with plan sponsors in the mid-market 401(k) space.

RETIREMENT RETIREMENT PLANNING DEC 18, 2007
Plans to be fined on disclosure issues

Defined contribution plan administrators may be fined $1,000 a day if they fail to disclose documents to participants.

RETIREMENT RETIREMENT PLANNING DEC 13, 2007
401(k) disclosure bill introduced in Senate

“This bill will shed light on the 401(k) selection process and give Americans more control over their retirement future,” Sen. Tom Harkin said.

RETIREMENT RETIREMENT PLANNING DEC 12, 2007
401(k) disclosure regs floated

The Department of Labor proposed a new rule for fiduciaries meant to increase fee disclosure in 401(k)s.

RETIREMENT RETIREMENT PLANNING DEC 11, 2007
IRAs outshine defined contribution plans

Assets in individual retirement accounts grew 16.5% in 2006 to a record $4.23 trillion, according to EBRI.

RETIREMENT RETIREMENT PLANNING DEC 11, 2007
401(k)s not enough for young workers

37% of workers born in 1990 will reach retirement age with no savings in a 401(k)-type account, says a report.

RETIREMENT RETIREMENT PLANNING DEC 10, 2007
CPAs for small businesses may offer 401(k) plans

Certified public accountants who serve small businesses are poised to offer 401(k) plans to their clients, said Chandra Bhansali, president of AccountantsWorld LLC, an online company that provides payroll assistance to 110,000 accountants.

RETIREMENT RETIREMENT PLANNING DEC 03, 2007
New Form 5500 implementation eats time and money

The unveiling of the revised Internal Revenue Service Form 5500 comes with both relief and trepidation.

RETIREMENT RETIREMENT PLANNING NOV 27, 2007
Citigroup sells stake to Abu Dhabi authority

Citigroup Inc. is selling a 4.9% stake to the Abu Dhabi Investment Authority, in a transaction valued at $7.5 billion.

RETIREMENT RETIREMENT PLANNING NOV 19, 2007
A reversal of policy on rollovers

The Pension Protection Act of 2006 included a provision that would permit non-spouse plan beneficiaries to transfer assets directly from the plan to a properly titled inherited individual retirement account.

RETIREMENT RETIREMENT PLANNING NOV 19, 2007
Lawyers fear service providers may be made fiduciaries

The greatest risk facing the 401(k) system is that plan service providers will be declared legal fiduciaries as a result of litigation.

RETIREMENT RETIREMENT PLANNING NOV 08, 2007
Users happy with automatic enrollment

Almost all adults enrolled in an automatic enrollment 401(k) plan are glad their companies offer the service.

RETIREMENT RETIREMENT PLANNING NOV 07, 2007
Helping advisers capture 401(k) rollovers

John Hancock's new program is designed to help 401(k) plan advisers capture and retain rollover assets.

RETIREMENT RETIREMENT PLANNING NOV 05, 2007
Connecticut is now the nest egg state

Connecticut is the top-scoring state, and Los Alamos, N.M., is the top-scoring community, for personal-savings and investing behavior, according to A.G. Edwards & Sons Inc.

RETIREMENT RETIREMENT PLANNING NOV 05, 2007
Funds, 401(k) service providers differ on fee breakdown

The mutual fund industry and independent 401(k) service providers squared off last week before the House Ways and Means Committee over whether fees for various 401(k) services should be broken down in disclosures to employers.

RETIREMENT RETIREMENT PLANNING OCT 31, 2007
Citigroup faces 401(k) participant lawsuit

Citigroup Inc. of New York has been sued by a participant in its $12 billion 401(k) plan.

RETIREMENT RETIREMENT PLANNING OCT 30, 2007
Huntleigh launches Blue Ocean 401(k)

The St. Louis-based firm touts this plan as the lowest cost full service 401(k) plan available in the industry.

RETIREMENT RETIREMENT PLANNING OCT 29, 2007
QDIA rules expected to have widespread ramifications

The new regulations from the Department of Labor covering qualified default investment alternatives will have widespread ramifications for both financial advisers and insurance companies.