Retirement Planning

Displaying 8408 results
RETIREMENT PLANNING JUN 09, 2008
A turbulent decade for fund industry started off well

The mutual fund industry, buffeted by volatile markets, unprecedented scandals and new competition, has had a tough time over the past 10 years.

By Bloomberg
RETIREMENT PLANNING JUN 09, 2008
Advisers' role evolves as 401(k) plans come to dominate

During the past decade, 401(k) plans have elbowed defined benefit plans to become the primary retirement vehicle for most Americans.

By Bloomberg
RETIREMENT PLANNING JUN 09, 2008
Complex buyout deals spur need for advice

By Bloomberg
RETIREMENT PLANNING JUN 02, 2008
Boomers' retirement plans in jeopardy

The economic downturn is forcing some baby boomers to raid their 401(k) plans and halt their savings, which could have a negative effect on their retirement, according to a new study.

By Bloomberg
RETIREMENT PLANNING MAY 26, 2008
Financial advisers, sponsors offered new yardstick for retirement plan fees

A new software service lets employers benchmark 401(k) plan costs.

By Sue Asci
RETIREMENT PLANNING MAY 20, 2008
401(k) biz brisk despite economy

Despite the economic downturn, demand for small-business 401(k) plans remains strong, according to ShareBuilder Advisors.

By Bloomberg
OPINION MAY 15, 2008
Health care is part of wealth care

What would be the financial consequence if one of your clients lost his or her physical and/or mental independence?

By Lewis J. Walker
RETIREMENT PLANNING MAY 12, 2008
ICI meeting covers use of alternatives in funds

The use of alternative hedge-fund-like strategies within mutual funds was a hot topic of discussion last week at the Investment Company Institute's 50th annual general membership meeting in Washington.

By Bloomberg
RETIREMENT PLANNING MAY 08, 2008
Retirement security top priority for investors

The government should remove obstacles that keep employers from offering 401(k) plans, said Paul Schott Stevens.

By Bloomberg
RETIREMENT PLANNING MAY 05, 2008
Financial advisers act to snag 401(k)s

The volatile stock market has created a period of frenzy for financial advisers in the 401(k) area, who have seen a substantial increase in the number of new prospects.

By Bloomberg
RETIREMENT PLANNING APR 30, 2008
Economy slowing down 401(k) contributions

Eight percent of investors have recently halted or reduced their contributions in 401(k) plans, a study reveals.

By Bloomberg
RETIREMENT PLANNING APR 28, 2008
Large employers to shuffle 401(k) lineup

Nearly half of large employers plan to add or replace funds in their 401(k) plans in the next 12 months, according to a newly released study.

By Bloomberg
RETIREMENT PLANNING APR 28, 2008
Advisers applaud fair disclosure act

Financial advisers favor the 401(k) fee breakdowns that would be required in the Fair Disclosure for Retirement Security Act, which was approved April 16 by a 25-19 party-line vote of the House Education and Labor Committee, even though that stance is at odds with the position taken by the mutual fund and brokerage industries.

By Bloomberg
RETIREMENT PLANNING APR 28, 2008
HSAs offer a strategic advantage

Do your clients have health savings accounts?

By Bloomberg
RETIREMENT PLANNING APR 14, 2008
Consumers increasingly take loans from retirement plans

With the economy deteriorating and prices for gas and heating fuel skyrocketing, consumers who are seeking new sources of cash are increasingly jeopardizing their retirement income by taking out loans from their retirement plans.

By Bloomberg
RETIREMENT PLANNING APR 14, 2008
Labor Department hears 401(k) providers on fee-disclosure regs

Service providers to 401(k) plans should not be required to be fiduciaries of the plans, the Department of Labor is being told.

By Bloomberg
RETIREMENT PLANNING APR 09, 2008
Hancock launches guaranteed 401(k) rider

Guaranteed Income for Life lets clients to put some of their 401(k) assets into at least one of the firm's lifestyle funds.

By Bloomberg
RETIREMENT PLANNING APR 09, 2008
Retirement angst reaches 18-year high

Less than 20% of American workers feel confident that they will be able to afford a comfortable retirement .

By Bloomberg
RETIREMENT PLANNING APR 03, 2008
Debit card allows investors to tap 401(k)s

By Bloomberg
RETIREMENT PLANNING MAR 31, 2008
Risk management is key to distribution planning

Financial advisers and clients can be their own worst enemies when drafting plans for retirement income, making common — but crucial — errors that can ruin distribution plans, according to an influential academic.

By Darla Mercado