Retirement Planning

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RETIREMENT PLANNING AUG 06, 2007
Smallish 401(k) accounts said to get little support

NEW YORK — Retirement is already scary for both near-retirees on a tight budget and their planners, but these clients may warrant a second look, advisers said.

By Bloomberg
RETIREMENT PLANNING AUG 06, 2007
Some advisers to prosper under final 403(b) rules

CHICAGO — The role of financial advisers won’t be diminished by the new 403(b) regulations released late last month, according to industry experts.

By Bloomberg
RETIREMENT PLANNING JUL 31, 2007
401(k) holders see robust rise in accounts

Account balances for workers who consistently held 401(k)s from 1999 to 2006 increased at an annual rate of 8.7%.

By Bloomberg
RETIREMENT PLANNING JUL 30, 2007
401(k) sponsors want auto features

One of the biggest changes occurring in the retirement marketplace is an increase in automatic features.

By Bloomberg
RETIREMENT PLANNING JUL 26, 2007
401(k) disclosure legislation introduced

A bill that would increase 401(k) disclosure should be put on hold, according to the American Benefits Council.

By Bloomberg
RETIREMENT PLANNING JUL 24, 2007
Council urges 'useful' 401(k) disclosure

The American Benefits Council supports fee disclosures related to 401(k) plans—as long as it's pertinent.

By Bloomberg
RETIREMENT PLANNING JUL 23, 2007
Plan sponsors embrace default investment alternatives

CHICAGO — While the Department of Labor has yet to issue final regulations on default options for 401(k) plans, many companies are jumping ahead and incorporating a qualified default investment alternative into their retirement plans.

By Bloomberg
RETIREMENT PLANNING JUL 23, 2007
Mickey Mouse collector bucks ‘luxury’ trend

NEW YORK — Most clients’ collections are a labor of love and not a quest for investment returns, according to financial advisers with collector clients.

By Bloomberg
RETIREMENT PLANNING JUL 20, 2007
Uniform 401(k) disclosure urged

401(k) participants should get concise annual summaries of expenses—preferably online, according to a trade group.

By Bloomberg
RETIREMENT PLANNING JUL 17, 2007
Investments as 401(k) defaults floated

The Department of Labor has proposed that investments be allowed as default options in 401(k) plans.

By Bloomberg
RIA NEWS JUL 16, 2007
RIAs gaining in market for small 401(k)s

Registered investment advisers are the fastest-growing distribution channel for mutual-fund-based small-business 401(k)s. Starting from a small base, they are adding assets at the rate of about 14% a year, according to Boston-based Financial Research Corp.

By Bloomberg
RETIREMENT PLANNING JUL 16, 2007
Third wife prevails over adult kids in estate suit

In a case that married dry-as-dust estate-planning issues with “Dallas”-like squabbling among wealthy family members, a Texas court has decided that King Ranch heir B.K. Johnson had all his faculties when he drew up his last will and that his widow and third wife didn’t manipulate him into excluding his children.

By Bloomberg
RETIREMENT PLANNING JUL 16, 2007
Where there’s no will, there is a way

CHICAGO — Financial advisers are crafting new strategies to convince clients to complete their wills and estate plans.

By Bloomberg
RETIREMENT PLANNING JUL 10, 2007
Employers continue to close, freeze plans

Two-thirds of defined benefit pension sponsors have either closed their plans to new hires or have frozen such pensions for all participants in the last two years.

By Bloomberg
RETIREMENT PLANNING JUL 09, 2007
CFA Institute faces trademark battle in India

A long-running trademark battle is threatening to derail the expansion of the CFA Institute in what has become one of the fastest-growing markets for financial planning professionals.

By Bloomberg
RETIREMENT PLANNING JUL 05, 2007
End pensions for congressional felons

By Bloomberg
RETIREMENT PLANNING JUN 25, 2007
Social Security adds adviser info to site

NEW YORK — After receiving suggestions from financial professionals, the Social Security Administration has designated a section of its website specifically for advisers.

By Bloomberg
RETIREMENT PLANNING JUN 22, 2007
401(k) Co. and payroll service partner

The Online 401(k) announced today it is partnering with Expedition Payroll, which will allow the company to offer its clients more comprehensive payroll systems.

By Bloomberg
RETIREMENT PLANNING JUN 18, 2007
Savings-minded superhero wins Emmys

Public-service spots starring “Savingsman” and his canine companion "401k-9" won three Emmy awards.

By Bloomberg
RETIREMENT PLANNING JUN 18, 2007
Postnups becoming ‘new’ prenups

Postnuptial agreements are gaining popularity as an estate-planning tool, and some hedge funds and private-equity firms have asked their top executives to sign them to protect their companies in case of a messy divorce, according to attorneys and financial advisers.

By Bloomberg