Retirement Planning

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RETIREMENT RIAS OCT 03, 2007
401(k) 'generalists' must become experts

The 401(k) arena now demands specialized advisers, said Phil Chiricotti, president of the Center for Due Diligence.

RETIREMENT RETIREMENT PLANNING OCT 03, 2007
Evolve with 401(k)s, says expert

It's the “best of times” for advisers willing to embrace changes in the 401(k) space, said an expert in employee benefits law.

RETIREMENT RETIREMENT PLANNING OCT 02, 2007
Guidance sought on revenue-sharing funds

Advisers are looking to the DOL for guidelines about how to handle revenue-sharing funds that could be refunded to plan sponsors in 401(k) plans.

RETIREMENT RETIREMENT PLANNING OCT 02, 2007
Advisers need to be 401(k) experts

As automatic features continue to propel 401(k) plans, advisers need to become retirement specialists to add value to the plan.

RETIREMENT RETIREMENT PLANNING OCT 02, 2007
Advisers ponder full disclosure in 401(k)s

Advisers are said to be baffled about how much information should be passed on to participants in 401(k) plans.

RETIREMENT RETIREMENT PLANNING OCT 01, 2007
Maximizing rollover opportunities

The United States has one of the most mobile work forces in the world.

RETIREMENT RETIREMENT PLANNING OCT 01, 2007
Altered 401(k) landscape seen for advisers

More wirehouses and B-Ds realize they need to allow advisers to take on fiduciary services.

RETIREMENT RETIREMENT PLANNING OCT 01, 2007
401(k) fee disclosure garners attention from Congress

New legislation is being written as congressional interest in 401(k) fee disclosure rules heats up in advance of a round of hearings set for this week.

RETIREMENT RETIREMENT PLANNING OCT 01, 2007
Plan sponsors warm to automatic features as rule changes await

Automatic features are gaining momentum in the 401(k) arena, according to financial advisers.

RETIREMENT RETIREMENT PLANNING SEP 24, 2007
Planners hail Bernanke for rate cut

Financial planners applauded last week’s dramatic one-half-percentage-point cut in the federal funds rate by the Federal Reserve Board, saying the move provides an opportunity to calm nervous investors and help clear up their debt problems.

RETIREMENT RETIREMENT PLANNING SEP 24, 2007
TD secrecy on tech breach irks advisers

Financial advisers are questioning the decision of TD Ameritrade Holding Corp. to keep them in the dark after hackers gained access to their clients’ Social Security numbers, account numbers, phone numbers and e-mail addresses.

RETIREMENT RETIREMENT PLANNING SEP 12, 2007
401(k)'s a boon to low-income workers

Automatic escalation will increase 401(k) accumulations by up to 28% in the lowest income group, says a study.

RETIREMENT RETIREMENT PLANNING SEP 11, 2007
Slow and steady for boomer advisers

Financial advisers shouldn’t focus on the big picture of 78 million baby boomers charging toward retirement, but as a gradual evolution, said Oppenheimer Funds economist Brian Levitt.

RETIREMENT RETIREMENT PLANNING SEP 10, 2007
Employers eye more palatable 401(k) proposal

An industry-friendly 401(k) fee bill could be drafted soon in the House Ways and Means Committee to avoid some of the more-onerous provisions of an earlier bill.

RETIREMENT RETIREMENT PLANNING SEP 10, 2007
Forget Leona Helmsley – far-fetched wills abound

Despite widespread incredulity from the public about the weird details of hotel empress Leona Helmsley’s will, some advisers know that bizarre bequests are not uncommon, having watched their own clients seek to rule their families from beyond the grave.

RETIREMENT RETIREMENT PLANNING SEP 10, 2007
The pursuit of minority advisers

On Saturday, all eyes at the Financial Planning Association’s annual conference in Seattle were on keynote speaker Christopher Gardner, the financial adviser whose rags-to-riches story was celebrated in the 2006 hit movie “The Pursuit of Happyness,” starring Will Smith.

RETIREMENT RETIREMENT PLANNING SEP 10, 2007
James Brown’s estate is a real mess

Poor planning leaves his heirs with unnecessary legal fees and an onerous tax bill The way his terrible estate plan is unraveling, if the late James Brown, the “Godfather of Soul,” could see from wherever he is, he wouldn’t be screaming his most-famous three words: “I feel good.”

RETIREMENT RETIREMENT PLANNING SEP 10, 2007
Succession planning that’s all in the family

Sixteen years ago, Jessica Abrams’ life revolved around her pony. To buy the horseshoes and other accessories she needed for shows, the then 14-year-old baby-sat several days a week and carefully saved.

RETIREMENT RETIREMENT PLANNING SEP 05, 2007
Congressman to launch 401(k) disclosure plan

More voices are joining the discussion of how best to disclose the costs of 401(k) plans to the employees who participate in those plans.

RETIREMENT RETIREMENT PLANNING SEP 04, 2007
‘Client-centric’ planning pays off

DETROIT — Financial advisory firms that concentrate on holistic planning and leave the investment management to outside professionals are seeing the benefits in real dollar terms, according to a recent study.