Workers often leave 401(k) accounts with former employers for no good reason, survey finds; advisers missing a trick
Matthew McLennan (middle), portfolio manager at First Eagle Funds, and David J. Winters (right), manager of the Wintergreen Fund, sit down with WealthTrack's Consuelo Mack (left) at the Retirement Income Summit today in Chicago.
Davies latest in a series of of top execs who've left the financial firm since CEO change in 2008
In a recent case (Cajun Industries LLC v. Robert Kidder, et al.), the court ruled that despite having previously named his three children as beneficiaries of his 401(k) plan, a deceased plan participant's 401(k) balance will pass to his new wife
Jamey Delaplane, partner at law firm Davis & Harman LLP, warned advisers in attendance at the <i>InvestmentNews</i> Retirement Income Summit that IRAs are likely to come under increased regulatory scrutiny.
BofA, JPMorgan and Wells looking to horn in on retirement plan biz; could be good news for employees
A Colorado college savings plan gets top mark for 2010; rated No.1 for the past five quarters
Unintended consequence of applying fiduciary standard could whack self-directed retirement accounts; DOL went 'a little bit too far'
Selling into a depressed market is not the brightest move ever, but that's what many clients are doing by cashing out their muni bond funds. The better play? Stay patient -- and buy individual bonds
Survey shows few pre-pensioners have set aside money for LTC or even raise the topic with advisers or loved ones
Truth-in-labeling law comes to medical insurance biz; 'plain English'
Combination life and long-term care polices are gaining serious traction in the marketplace. One for-instance: Sales for Lincoln National's MoneyGuard are up 62 percent over the past year.
As Congress attempts to trim the nation's deficit, advisers and their clients should brace for a less generous tax code in 2013, said James Delaplane (pictured), at the <i>InvestmentNews</i> Retirement Income Summit.
Small-town resident has raked in $21M in four separate jackpots. Mathematicians put the odds of this happening at 18,000,000,000,000,000,000,000,000 to 1. That's a lot of zeros.
Here, you'll find the top ten SMAs across six different categories, with data provided to InvestmentNews exclusively by Prima Capital.
The average 401(k) retirement plan balance has reached the highest level since Fidelity Investments began tracking account values in 1998
Wells Fargo dramatically rejiggered its regional management set-up — with five execs losing their positions. According to a bank spokesman, the move is intended to help Wells 'realize the efficiencies of the merger with Wachovia.' One of those efficiencies: Cross-selling to Wachovia clients.
The Fed Reserve's quantitative easing is finally about to end. S&P analyst Michael Souers says this could be a real a boost for Treasuries with less lengthy maturities. Retirees, take note.
They suddenly begin focusing on retirement income, says adviser at the InvestmentNews Retirement Income summit
