Retirement Planning

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RETIREMENT RETIREMENT PLANNING APR 23, 2007
T. Rowe gets into 401(k) annuities

The mutual fund giant said that it has started offering 401(k) plans an online platform that participants can use to purchase annuities.

RETIREMENT RETIREMENT PLANNING APR 09, 2007
Insurers look at including lifetime annuities in 401(k)s

Including annuities in 401(k) plans could represent a prime opportunity for advisers — if a new model for compensation can be devised and if advisers are allowed on-site to explain their product to employees, according to industry experts.

RETIREMENT RETIREMENT PLANNING APR 09, 2007
Some VA-related costs in 401(k)s are exorbitant, according to critics

Many Americans are paying high fees in their 401(k) plans for insurance they don’t need, and their employers often are unaware, some observers say.

RETIREMENT RETIREMENT PLANNING APR 02, 2007
Cox: Proxies aren’t in ‘plain English’ despite new rules

LOS ANGELES — Securities and Exchange Commission Chairman Christopher Cox is on a mission to wipe out the legalese in corporate-disclosure documents.

Decumulation is key, says professor
RETIREMENT RETIREMENT PLANNING MAR 26, 2007
Decumulation is key, says professor

The financial planning world has been focusing too heavily on the act of accumulating assets, according to an academic speaking at the InvestmentNews Retirement Summit in New York this afternoon.

RETIREMENT RETIREMENT PLANNING MAR 26, 2007
CFP Board proposal could meet resistance

Initial reactions to the proposed changes to the ethical standards for certified financial planners have been favorable, but the other shoe could drop this week.

RETIREMENT RETIREMENT PLANNING MAR 26, 2007
IBM advice offering to 401(k) participants signals trend

NEW YORK — IBM Corp.’s announcement that it will offer financial planning services to all 127,000 of its U.S. employees is the biggest sign yet that companies are increasingly interested in providing workers with more individual — and effective — counseling on financial topics.

RETIREMENT RETIREMENT PLANNING MAR 19, 2007
Financial planning shows explosive international growth

The growth of the financial planning profession overseas is in the fast lane, though there are some speed bumps, observers say.

RETIREMENT RETIREMENT PLANNING MAR 12, 2007
401(k) ideas dissected at congressional hearing

WASHINGTON — The ideas of limiting 401(k) plan options to index funds and requiring all plan administrators to be brought under fiduciary duties were in focus last week at a congressional hearing on 401(k) fees.

RETIREMENT RETIREMENT PLANNING MAR 05, 2007
Some consider 401(k) fees too low

With a House panel scheduled to hold a hearing Tuesday to discuss whether the hidden fees in 401(k) plans are fair, at least one industry watcher is calling such fees too low and another says making general judgments about them is difficult.

RETIREMENT RETIREMENT PLANNING MAR 05, 2007
More investors are doing good in retirement

CHICAGO — Socially conscious and faith-based investing is gaining traction in the retirement plan arena.

RETIREMENT RETIREMENT PLANNING FEB 05, 2007
Labor Dept. targets 401(k) fee disclosure

As the Department of Labor puts pressure on advisers to make 401(k) fees more transparent, some financial advisers are refunding fees to participants that they are being paid from mutual fund companies.

RETIREMENT RIAS FEB 02, 2007
KPMG suffers adverse legal ruling

KPMG LLP endured another blow in its tax shelter case this week, when a federal judge in Texas ruled that tax shelters based on fake bank loans are not legitimate tax write-offs, according to the New York Times.

RETIREMENT RETIREMENT PLANNING FEB 01, 2007
Up-and-coming execs

Three executives of National Planning Corp., Sean Haley, Bryan Jacobsen and Austin Moon, have received promotions.

RETIREMENT RETIREMENT PLANNING JUN 03, 2002
Fast Track: GoldK, out to tap adviser vein, hires a veteran from Putnam

Planning for the arf-terlife — estate planning for pets
RETIREMENT RETIREMENT PLANNING NOV 26, 2001
Planning for the arf-terlife — estate planning for pets

As more and more people turn to financial advisers to map out their own futures, they're increasingly asking them to draw up plans for their pets as well.

RETIREMENT RETIREMENT PLANNING MAY 07, 2001
One on One: "Advisers can make a lot of money selling 401(k)s"

Emplanet aims to make it easier and cheaper for small companies to offer retirement plans

RETIREMENT RETIREMENT PLANNING OCT 11, 1999
WELSH RARE BIT: BILINGUAL PENSION PUSH

RETIREMENT RETIREMENT PLANNING FEB 23, 1998
SHARPE INTRODUCING SERVICE THAT WOULD BYPASS ADVISERS: NOBEL LAUREATE TO OFFER INDIVIDUALIZED PLANS VIA INTERNET TO FIRMS WITH 401(K) BENEFITS

The $4.5 million computer-driven service, called Financial Engines Inc., is to begin in the middle of the year.