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401(k) contributions drop in troubled economy
Some 21% of participants are now contributing at a lower rate and 4% have stopped altogether, according to Putnam.
401(k) disclosure bill mired, says congressman
“We’re not going to move [the bill],” said Rep. George Miller, D.-Calif. “We don’t see the president signing it.”
Advisers will need to master expanded products
Financial advisers face an array of challenges in the retirement market in the next decade.
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.
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.
Complex buyout deals spur need for advice
Corporate cutbacks may provide an opportunity for financial advisers: to help employees who have lost their jobs analyze…
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.
Financial advisers, sponsors offered new yardstick for retirement plan fees
A new software service lets employers benchmark 401(k) plan costs.
401(k) biz brisk despite economy
Despite the economic downturn, demand for small-business 401(k) plans remains strong, according to ShareBuilder Advisors.
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?
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.
Retirement security top priority for investors
The government should remove obstacles that keep employers from offering 401(k) plans, said Paul Schott Stevens.
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.
Economy slowing down 401(k) contributions
Eight percent of investors have recently halted or reduced their contributions in 401(k) plans, a study reveals.
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.
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.
HSAs offer a strategic advantage
Do your clients have health savings accounts?
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.
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.
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.
