Retirement Planning

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RETIREMENT PLANNING MAR 09, 2009
401(k) investors stayed the course in 2008

Investors continued to put money into their 401(k) plans last year despite the market turmoil, according to a study released today.

By Bloomberg
RETIREMENT PLANNING MAR 02, 2009
Conducting employee rollover seminars

The challenge: Because of the increase in corporate layoffs, retirement plan rollovers are becoming more important.

By Bloomberg
RETIREMENT PLANNING MAR 01, 2009
Delay retirement withdrawal age: ICI chief

Congress should permanently push back the age at which retirement savings account holders must take withdrawals, the head of the Investment Company Institute testified last week.

By Bloomberg
RETIREMENT PLANNING FEB 27, 2009
Adhesion Wealth Advisor Solutions, Stonefield Software

Adhesion Wealth Advisor Solutions has upgraded its WealthADV Unified Managed Account platform, while Fla. vendor unveils report creation software

By Bloomberg
RETIREMENT PLANNING FEB 27, 2009
Utilities are slashing dividends, analyst says

The utilities sector is no longer the slam dunk it once was when it comes to generating income for investors.

By Bloomberg
RETIREMENT PLANNING FEB 27, 2009
Obama tax plan winner? Tax-managed funds

President Obama’s proposal to raise taxes on affluent households, detailed in his budget plan today, could be a boon for tax-managed mutual funds.

By Bloomberg
RETIREMENT PLANNING FEB 26, 2009
Fearing low turnout, FPA cuts conference fee

The Financial Planning Association has lowered the registration fee for one of its upcoming conferences in light of the downturn in the economy.

By Bloomberg
RETIREMENT PLANNING FEB 26, 2009
Fidelity: Matching contributions key to 401(k) participation

By Bloomberg
RETIREMENT PLANNING FEB 26, 2009
Phillies send relief for lefty pitcher

The World Series champion Phillies are relieving one of their pitchers, whose cash is frozen in the wake of the alleged $8 billion fraud committed by R. Allen Stanford.

By D Hampton
RETIREMENT PLANNING FEB 25, 2009
Advisers, adopt Obama’s tone

By Bloomberg
RETIREMENT PLANNING FEB 25, 2009
Financial planning is art: Techies

While financial planning software has helped streamline operations, experts encourage advisers to keep the client experience in mind.

By Bloomberg
RETIREMENT PLANNING FEB 24, 2009
Today’s worst funds will be tomorrow’s best, analyst says

When combing through new investment ideas, advisers would be wise not to ignore mutual funds and separate-account strategies at the bottom of the heap.

By Bloomberg
RETIREMENT PLANNING FEB 23, 2009
Fewer Americans saving for retirement, survey says

A declining percentage of Americans believe they are saving enough for retirement, according to a survey released today by the Consumer Federation of America.

By Bloomberg
RETIREMENT PLANNING FEB 23, 2009
Richest 401(k) participants hit hardest

While all 401(k) investors have sustained significant losses in the last year, no one has suffered more than the wealthiest 401(k) participants.

By Bloomberg
RETIREMENT PLANNING FEB 23, 2009
Presenting retirement services to targeted companies

The challenge: Because of the increase in corporate layoffs, retirement plan rollovers are becoming bigger than ever.

By Bloomberg
RETIREMENT PLANNING FEB 20, 2009
ASPPA: Employers need a break from required contributions

ASPPA is asking the government to give employers a break from rules that require many companies to contribute 3% to their employees’ 401(k) plans.

By Bloomberg
RETIREMENT PLANNING FEB 17, 2009
Plan sponsors’ use of target funds jumps

Employers persuaded their employees to put their 401(k) investments in the stock market, but now they are trying to persuade them not to abandon their investments.

By Bloomberg
RETIREMENT PLANNING FEB 10, 2009
EBRI director: Target date funds better bet right now

It will take investors two to five years to recover from the losses that they have endured in the past year in their 401(k) plans, one industry expert said.

By Bloomberg
RETIREMENT PLANNING FEB 10, 2009
Retirement savings weak before storm hit

Retirement accounts have taken a huge hit since the markets tanked, but they were already in trouble because most consumers weren’t saving enough even when times were good, according to one industry leader.

By Bloomberg
RETIREMENT PLANNING FEB 09, 2009
Time for a financial heart-to-heart?

As Valentine’s Day approaches, Cupid’s arrow may snag that special partner, but be sure it doesn’t snag some financial troubles in the process.

By Bloomberg