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Wall Street & Technology March 22, 2005 Maria Santos	Don't Believe the Hype There's been much talk on the Street about President Bush's plan to do away with the institution of Social Security and the effect the plan will have on the financial services industry.
BusinessWeek January 24, 2005 Amy Borrus	Windfall On Wall Street? If the Bush Administration lets owners put their Social Security money 401(k)-style, into actively managed funds, every sector of financial services will be looking for a piece of the action.
Financial Advisor December 2004	Frontline News Economics, Not Politics, To Challenge Bush Agenda... Moisand Named FPA President-Elect... Public Believes Rules Are The Same For RIAs, Brokers... Many Retirees Are Insecure About Finances, Says Study... etc.
Financial Advisor March 2004 Raymond Fazzi	Flex Accounts Under Consideration Again But doubts remain about whether Bush's proposals will be adopted.
Financial Planning May 1, 2007 Weller & enkins	The 401(k) Fee Effect The costs of 401(k) accounts are eating into Americans' retirement returns. What should be done?
Financial Planning October 1, 2010 Donald Jay Korn	A Bigger Slice Of all the challenges that the fund industry has faced and still faces, a stagnant stock market may be the most serious.
The Motley Fool November 15, 2010 Dan Caplinger	Stop This Dumb Fee Once and for All 12b-1 fees are a relic of a dying breed of mutual funds.
BusinessWeek January 24, 2005 Howard Gleckman	The Beltway Battle Ahead If Bush is willing to deal, he'll have a chance to fix Social Security, say both Democratic and Republican insiders. But he'll need to build bridges with Democrats and sell economic conservatives on compromise.
Investment Advisor August 2005 Melanie Waddell	Retirement Plan Advisor: The Capitol Solution Washington lawmakers are rolling out bills meant to untangle retirement's financial knot.
Salon.com October 27, 2000 Cathy Young	One good reason to vote for Bush Social Security is on its last legs, and the limited privatization backed by the GOP candidate can save it. But Al Gore won't even admit there's a problem...
The Motley Fool October 17, 2007 John Rosevear	What to Do When Your 401(k) Stinks Sometimes, your 401(k) isn't everything it's cracked up to be: Making the most of a bad investment menu.
U.S. Banker February 2005 Lee Conrad	Social Security Slugfest Emerging on the Hill The Securities Industry Association says that financial firms would earn only $39 billion over 75 years from private accounts. Not everyone agrees privatization is a good idea.
BusinessWeek January 15, 2007 Anne Tergesen	529s Just Might Make The Grade The 529 college savings plans have become more attractive - but do your homework.
Salon.com August 27, 2001 Jake Tapper	Anti-Social Security As Bush's panel on Social Security tries to skirt open meeting laws, Democrats prepare to attack the president's privatization plans...
Financial Advisor September 2006 Raymond Fazzi	Whose Advice Is It Anyway? A provision of the Pension Protection Act would directly impact the financial planning field by encouraging employers to provide advisors for their 401(k) participants. But who exactly will be doling out that advice?
Financial Planning May 1, 2013	Advisor Optimism Hits New High Sentiment climbs, buoyed by big increases in retirement planning activity and fees.
The Motley Fool September 19, 2006 Zoe Van Schyndel	Retirement Planning the Easy Way? As you plan for retirement, a target fund might be worth considering. Make sure that the fund you select matches your risk tolerance and your personal retirement goals.
The Motley Fool November 28, 2006 Mary Dalrymple	College Savings Math It's certainly not getting any cheaper to send the kids to college, but there's some good news for parents trying to build a college savings account. The expenses charged by state-sponsored 529 college savings plans have been falling.
The Motley Fool May 24, 2007 Buz Livingston	Fund Your TSP, That's an Order! There's a lot of debate about whether our troops get the best we can give them. But when it comes to retirement planning, there's no doubt: the Thrift Savings Plan (TSP) is the cream of the crop.
Registered Rep. October 1, 2006 David A. Geracioti	Save for Retirement, or Else No matter how you slice it, it's clear that in the future, personal savings will become the most important part of a retirees' income. Recently, Robert Pozen, chairman of MFS Investment Management, described what should be done to fix Social Security and entice workers to save.
Investment Advisor June 2008 Melanie Waddell	ICI's Retirement Numbers The government and policymakers must work together if the 401(k) plan is going to remain the dominant private-sector device for retirement savings, according to the president of the Investment Company Institute.
Registered Rep. May 3, 2007 Kevin Burke	Fund Shareholders to Advisors: We Need Ya', Big Guy If you are among the mutual-fund only caste of advisors, don't lose heart: Investors really do need your advice.
BusinessWeek November 22, 2004 Gleckman & McNamee	What's Ahead For Social Security President George W. Bush has interpreted his reelection as a mandate to restructure the troubled Social Security system. Can Bush's proposed private accounts fix the system's fiscal troubles?
Registered Rep. November 1, 2004 Stan Luxenberg	The Retiring Kind Keeping the loyalty of retirees is urgent business for fund companies. Retaining retirees is particularly crucial for Fidelity.
Investment Advisor March 2007 Melanie Waddell	Leading the Way This year is shaping up into one in which advisors will have to stay compliant with a plethora of retirement planning rules and regs if they expect to stay firmly rooted in the retirement planning arena -- and doing what's best for their clients.
Financial Advisor June 2005 Dorothy Hinchcliff	The Retirement Boom The 2005 Financial Advisor Retirement Planning Symposium hears of scenarios and solutions for the coming boomer retirees.
The Motley Fool August 13, 2007 Dan Caplinger	Don't Pay Twice for Advice There's nothing inherently wrong with paying for financial advice. But there's a big difference between paying once for a good financial plan versus paying high fees year after year, through good times and bad.
The Motley Fool April 18, 2007 Amanda B. Kish	The SEC Gets It Right The agency revisits governance rules and fees for mutual funds.
BusinessWeek September 22, 2003 Der Hovanesian et al.	How to Fix the Mutual Funds Mess Hidden fees, lax boards, and now scandal. Here's what has to be done.
The Motley Fool November 11, 2010 Hank Coleman	Investing Options for Military Members -- Why You Can't Afford NOT to Invest Just do it!
Investment Advisor November 2006 Melanie Waddell	Watch Those Fees! The Department of Labor gets tough on retirement plan fee disclosure. Financial advisors, take note.
The Motley Fool July 15, 2008 Tom Hutchinson	Mutual Fund Advisory Madness If you use a financial advisor, you've probably been approached to invest in a diversified group of funds or a mutual fund advisory program. But be careful before you accept -- they may cost you more than your portfolio can afford.
The Motley Fool January 28, 2009 Dayana Yochim	Stop Paying a Toll to Invest in Your 401(k) The fine-print fees are stealing from your retirement.
The Motley Fool December 1, 2006 Mary Dalrymple	Frightening Fine Print Have you checked your 401(k) fees? What looks like a small difference could have big consequences.
CFO	Mutually Acceptable To former Fidelity investments vice chairman Robert Pozen, the key to both social security reform and correcting Enron-style retirement plan ills is the same: diversification...
Financial Advisor December 2004 Tracey Longo	Getting There From Here A brighter future than the one usually painted for American retirees is possible -- but only with some determination and finesse, says Robert C. Pozen, chairman of the $137 billion Boston-based MFS Investment Management.
Investment Advisor May 2007	The IA 25 This year's list of the 25 most influential individuals in and around the planning profession: Mary Shapiro... Rudy Adolf... Robert Arnott... Mark Tibergien... etc.
Registered Rep. February 10, 2012 Mark Miller	New Focus on Small Workplace Retirement Plans Means Lower Fees, Opportunity for RIAs The spoils of the 401(k) market have always gone to the large players -- big retirement plan providers providing the best, most efficient plans to big plan sponsors. But small is starting to look beautiful.
Financial Advisor April 2004 Raymond Fazzi	Social Insecurity Revisited Greenspan's remarks on Social Security cuts put advisors and clients on edge.
Financial Advisor March 2006	Frontline News AST Trust Purchases Capital Trust Co. Of Delaware... Intuit Poised To Release PortfolioMinder... Financial Advisor Plans Top RIA Ranking... Morningstar Workstation Available At TD Ameritrade... Rule Is `First Step'... etc.
Investment Advisor February 2007 Melanie Waddell	Clear Road Ahead Commonwealth's retirement platform, Preferred Portfolio Services Retirement Solutions, keeps financial advisors compliant with ERISA and PPA.
The Motley Fool April 22, 2005 Selena Maranjian	Not Your Father's Mutual Fund Funds have changed a lot -- and not for the better. Select carefully.
The Motley Fool January 18, 2005 John Reeves	Opportunity Knocks President Bush wants to reform Social Security. What does that mean for your retirement?
Registered Rep. February 20, 2006 Kevin Burke	MFS Chairman Blasts Hedge Funds at NICSA Confab The chairman of fund complex MFS Investment Management is calling for the formation of a task force to overhaul performance reporting for hedge funds.
Registered Rep. January 1, 2006 Kevin Burke	Balancing Act Part of the fallout from the regulatory onslaught of the past three years has been a drastic overhaul in how mutual funds are sold. Heading into 2006, the money-management business is entering a new era of price competition and consolidation.
The Motley Fool November 9, 2007 Selena Maranjian	Fund Fees Rising When They Should Be Falling Are you getting ripped off by your fund family? While many mutual funds are now enjoying lower operating costs, many fund companies have actually raised the annual fees they charge shareholders.
Registered Rep. August 1, 2004 Will Leitch	The Reformation When the scandal craze that has gripped the securities industry first began two years ago, few in the industry recognized how deep it might go.
PC Magazine October 11, 2006 Matthew D. Sarrel	Grow Your Employees' Nest Eggs Offering the best 401(k) plan means doing your homework first.
Financial Advisor July 2004 Dorothy Hinchcliff	Dusting Off Defined Benefit Plans Financial advisors now have what may seem like an unlikely tool to help some clients catch up fast for retirement and defer thousands in taxes.
Salon.com October 20, 2000 Jake Tapper	Bush to youth: I'm cooler Saying Gore has an "eight-track ideology in an MP3 world," the GOP candidate spins a strong message on Social Security...