Retirement Planning

Displaying 8024 results
RETIREMENT 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.

RETIREMENT 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.

RETIREMENT RETIREMENT PLANNING JUN 11, 2007
ETF giant launches 401(k) plan invasion

PHILADELPHIA — With help from Barclays Global Investors, a California 401(k) record keeper has created a new platform intended to break the mutual fund stranglehold on the 401(k) market.

RETIREMENT RETIREMENT PLANNING JUN 05, 2007
401(k) record keepers launch CIKR

An association has been formed to educate and advocate about issues relevant to 401(k) independent record keepers.

RETIREMENT RETIREMENT PLANNING JUN 04, 2007
Auto-enrollment eyed for federal workers

A retirement savings plan that covers more than 3.7 million federal workers may take a page from an increasing number of corporate 401(k) plan sponsors and institute automatic enrollment.

RETIREMENT RETIREMENT PLANNING JUN 04, 2007
Trade groups facing off over stable-value funds

WASHINGTON — The Investment Company Institute last week fought back against the life insurance industry’s attempt to get stable-value funds included as 401(k) default investment options.

RETIREMENT RETIREMENT PLANNING JUN 04, 2007
Life cycle portfolios catching on in variable products

CHICAGO — Life cycle fever seems to be spreading from 401(k) plans to variable annuities. At ING Variable Annuities, for instance, assets in LifeStyle portfolios — which were introduced as ING-managed subaccounts in mid-2004 — reached $8 billion at the end of April, up from more than $4 billion at the end of 2005.

RETIREMENT RETIREMENT PLANNING MAY 29, 2007
New 401(k) platform features iShares

A new 401(k) plan featuring iShares ETFs from Barclays Global Investors is now available.

RETIREMENT RETIREMENT PLANNING MAY 21, 2007
Gearing up for more 401(k) fee disclosure

As the Department of Labor considers improving fee disclosure to retirement plan participants, some vendors and advisers are racing to offer more information to 401(k) participants, while most are content to wait for a directive.

RETIREMENT RETIREMENT PLANNING MAY 18, 2007
Trust boosts 401(k) participation, study finds

Add financial literacy and trust in financial institutions to the factors that increase 401(k) participation rates.

RETIREMENT RETIREMENT PLANNING MAY 14, 2007
Atkins estate battle offers advisers lessons

The widely publicized dispute between diet guru Robert Atkins’ widow and the trustees of her trust is a cautionary tale for financial advisers and their clients about what can happen in estate cases, observers say.

RETIREMENT RETIREMENT PLANNING MAY 14, 2007
Cox, Schapiro tackle disclosure at ICI meeting

The Securities and Exchange Commission is examining disclosures for 401(k) plans and is looking at ways to provide 401(k) information using interactive software, SEC Chairman Christopher Cox said last week.

RETIREMENT RETIREMENT PLANNING MAY 11, 2007
Lincoln offers annuity rider on DC plans

Lincoln Employer Markets announced today that the Lincoln National Life Insurance Company now offers an annuity rider on its defined contribution plans.

RETIREMENT RETIREMENT PLANNING MAY 10, 2007
SEC eyes interactive 401(k)s

The Securities and Exchange Commission is examining disclosures for 401(k) plans and is looking at ways to provide such information using interactive software, SEC Chairman Christopher Cox today told the mutual fund industry today.

RETIREMENT RETIREMENT PLANNING MAY 09, 2007
401(k) fees aren't everything, says Flanagan

As they examine the 401(k) retirement plan system, policy makers would be wise not to focus all their attention on fees, Martin L. Flanagan, chairman of the Investment Company Institute of Washington said today at the ICI’s general membership meeting.

RETIREMENT RETIREMENT PLANNING MAY 07, 2007
Financial services companies open purse strings for top execs

Many top executives at large financial services companies saw a big jump in pay last year.

RETIREMENT RETIREMENT PLANNING MAY 04, 2007
Women’s retirement bill introduced

The Women’s Retirement Security Act of 2007 was introduced in the Senate yesterday In an effort to help women save for retirement.

RETIREMENT RETIREMENT PLANNING APR 30, 2007
Demonstrators target Fidelity over Sudan

Thousands of protesters – some bearing signs asking “Is your Fidelity 401(k) funding genocide?” -- gathered in Boston’s Government Center Sunday to protest Fidelity’s investment ties to Sudan.

RETIREMENT RETIREMENT PLANNING APR 30, 2007
Congress aims at less affluent in its retirement savings efforts

Congress is beginning to refocus its retirement savings policy-making efforts on finding ways to help Americans of modest means save for retirement, as well as trying to help people get better returns from their retirement savings plans.

RETIREMENT RETIREMENT PLANNING APR 25, 2007
Keep Merrill rule's safeguards, say groups

Financial service professionals who provide portfolio management, asset allocation and financial advice should be regulated as investment advisers, six organizations said in a letter to Securities and Exchange Commission Chairman Christopher Cox.