Retirement Planning

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RETIREMENT RETIREMENT PLANNING OCT 15, 2007
There's no defense for the lack of 401(k) fee disclosure

Participants in 401(k) plans deserve to know exactly how much of their money is paying for their funds and services.

RETIREMENT RETIREMENT PLANNING OCT 15, 2007
Miller may drop requirement for index fund from 401(k) bill

House Education and Labor Committee Chairman George Miller, D-Calif., is expected to remove a controversial requirement from his 401(k) bill that a low-cost index fund be included in all such plans, said an industry official.

RETIREMENT RETIREMENT PLANNING OCT 10, 2007
Barclays adds annuity feature to 401(k)s

SponsorMatch lets employers give defined-contribution plan participants the longevity protection of a DB plan.

RETIREMENT RETIREMENT PLANNING OCT 10, 2007
No help for plans from PPA, says study

The PPA has not increased the security of defined-benefit pension plans, the Pension Benefit Guaranty Corp. said.

RETIREMENT RETIREMENT PLANNING OCT 09, 2007
Clinton proposes 401(k)-type savings plan

Democratic presidential candidate Hillary Clinton today announced a proposal to offer a 401(k)-type plan for all Americans.

RETIREMENT RETIREMENT PLANNING OCT 08, 2007
'Lifestyle portfolios' pay off in 401(k)s

Those investing in a single John Hancock lifestyle fund have higher ending balances, according to Hancock.

RETIREMENT RETIREMENT PLANNING OCT 08, 2007
Annuities for 401(k)s meeting resistance

Financial advisers are resisting using annuities designed for 401(k) plans which are created by insurance firms.

RETIREMENT RETIREMENT PLANNING OCT 08, 2007
Personalized service the norm at Highline Wealth Management

The walls of Neal Simon's office at Highline Wealth Management LLC are lined with the images of people he and his wife photographed during their travels through China, Guatemala, India, Indonesia and Peru.

RETIREMENT RETIREMENT PLANNING OCT 04, 2007
Miller pushes for 401(k) fee disclosure

Too many 401(k) plan participants are not getting the best deals from their plans, said Rep. George Miller, D-Calif.

RETIREMENT RIAS OCT 03, 2007
401(k) 'generalists' must become experts

The 401(k) arena now demands specialized advisers, said Phil Chiricotti, president of the Center for Due Diligence.

RETIREMENT RETIREMENT PLANNING OCT 03, 2007
Evolve with 401(k)s, says expert

It's the “best of times” for advisers willing to embrace changes in the 401(k) space, said an expert in employee benefits law.

RETIREMENT RETIREMENT PLANNING OCT 02, 2007
Guidance sought on revenue-sharing funds

Advisers are looking to the DOL for guidelines about how to handle revenue-sharing funds that could be refunded to plan sponsors in 401(k) plans.

RETIREMENT RETIREMENT PLANNING OCT 02, 2007
Advisers need to be 401(k) experts

As automatic features continue to propel 401(k) plans, advisers need to become retirement specialists to add value to the plan.

RETIREMENT RETIREMENT PLANNING OCT 02, 2007
Advisers ponder full disclosure in 401(k)s

Advisers are said to be baffled about how much information should be passed on to participants in 401(k) plans.

RETIREMENT RETIREMENT PLANNING OCT 01, 2007
Maximizing rollover opportunities

The United States has one of the most mobile work forces in the world.

RETIREMENT RETIREMENT PLANNING OCT 01, 2007
Altered 401(k) landscape seen for advisers

More wirehouses and B-Ds realize they need to allow advisers to take on fiduciary services.

RETIREMENT RETIREMENT PLANNING OCT 01, 2007
401(k) fee disclosure garners attention from Congress

New legislation is being written as congressional interest in 401(k) fee disclosure rules heats up in advance of a round of hearings set for this week.

RETIREMENT RETIREMENT PLANNING OCT 01, 2007
Plan sponsors warm to automatic features as rule changes await

Automatic features are gaining momentum in the 401(k) arena, according to financial advisers.

RETIREMENT RETIREMENT PLANNING SEP 24, 2007
Planners hail Bernanke for rate cut

Financial planners applauded last week’s dramatic one-half-percentage-point cut in the federal funds rate by the Federal Reserve Board, saying the move provides an opportunity to calm nervous investors and help clear up their debt problems.

RETIREMENT RETIREMENT PLANNING SEP 24, 2007
TD secrecy on tech breach irks advisers

Financial advisers are questioning the decision of TD Ameritrade Holding Corp. to keep them in the dark after hackers gained access to their clients’ Social Security numbers, account numbers, phone numbers and e-mail addresses.