Retirement Planning

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RETIREMENT RETIREMENT PLANNING SEP 04, 2007
Workers want planning help from employers

NEW YORK — Workers know they need financial planning, and they are looking at their employers to guide them to sound decisions, according to a study from Ameriprise Financial Inc. in Minneapolis.

RETIREMENT RETIREMENT PLANNING AUG 23, 2007
Workers to bosses: chip in on planning

Workers know they have to save for retirement, but they’re lost without financial planning, a study found.

RETIREMENT RETIREMENT PLANNING AUG 20, 2007
In asset allocation strategies, the ‘dividing line’ is home equity

As ripples from the imploding subprime-mortgage market spread across the broader home lending industry, financial advisers might have to start helping clients reposition their mortgage and home equity exposure.

RETIREMENT RETIREMENT PLANNING AUG 20, 2007
Financial advisers likely to increase role as fiduciaries for 401(k)s, study finds

WASHINGTON — More financial advisers will specialize in becoming fiduciary advisers who work with 401(k) plans in coming years, according to a retirement executive who worked on a white paper on the issue.

RETIREMENT RIAS AUG 13, 2007
Fate of estate tax worries planning lawyers

WASHINGTON — Estate planning lawyers are increasingly worried that Congress may not act on estate tax reform before the estate tax repeal expires at the end of 2010.

RETIREMENT RETIREMENT PLANNING AUG 13, 2007
Coby Brooks challenges widows' bid for elective share of Hooters fortune

Coby Brooks, the son of the late founder and owner of the Hooters restaurant chain, is in an estate battle with his father's widow, arguing that a commonly used estate law is unconstitutional.

RETIREMENT 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.

RETIREMENT 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.

RETIREMENT 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%.

RETIREMENT 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.

RETIREMENT 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.

RETIREMENT 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.

RETIREMENT 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.

RETIREMENT 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.

RETIREMENT 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.

RETIREMENT 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.

RETIREMENT RIAS 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.

RETIREMENT 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.

RETIREMENT 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.

RETIREMENT 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.