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Investment Advisor May 2006 Melanie Waddell	Retirement Planning: Pension Reform Bill Near? Lawmakers failed to unveil the much-anticipated compromise bill on pension reform before leaving for spring break, which means the unveiling of a final bill could likely drag out for some time.
Investment Advisor September 2006 Melanie Waddell	Retirement Planning: Some Good News on Pensions Advisors praise the new Pension Act.
Financial Advisor December 2005 Ken Ziesenheim	Are You Ready For The Roth 401(k)? They are coming in 2006 and may be useful retirement savings tools for high-income clients.
Investment Advisor July 2005	Assessing the Roth 401(k) It may not be around forever, but there are real benefits for the next decade.
The Motley Fool May 13, 2005 Roy Lewis	The New Roth 401(k) Is Here Can this new retirement plan help you?
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 Advisor September 2009 John Carl	Your Clients' Retirement DNA Understanding a client's many savings plans, as well as her career path and investment choices, means you're ready to analyze how she's uniquely positioned for retirement.
Financial Planning January 1, 2006 Lawson & Bloom	A Hybrid Future Financial advisers should learn how the new DB(k) plan could make retirement offerings easier and more affordable for small-business owners.
Financial Advisor May 2007 Ken Ziesenheim	Diamonds In The Rough The new Pension Protection Act offers opportunities for financial advisors, if you know where to dig.
Investment Advisor August 2006 Melanie Waddell	Retirement Planning: Still Hammering Away Members of Congress are still hashing through a compromise bill on pension reform, and completed, the final bill may also include a provision on abolishing the estate tax.
Registered Rep. November 1, 2005 Lynn O'Shaughnessy	A Friendlier 401(k) How many investors and employers will embrace this latest way to save for retirement remains an open question, the new Roth retirement plan offers numerous benefits for the right clients -- and for brokers, too.
The Motley Fool August 11, 2006 Dan Caplinger	Pension Reform and You A new law will change the way you save for retirement. Assuming that the act is signed into law, the Pension Protection Act of 2006 will provide savers with more options and greater assurance than the current set of incentives.
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.
Investment Advisor November 2005 Christopher G. Laucks	The Tax Advisor: A New Era in Retirement Planning Financial advisors take note: Whether it's for a business owner evaluating retirement plan options or a high-income earner considering tax-advantaged retirement programs, the Roth 401(k) offers numerous potential advantages.
Investment Advisor May 2008 Melanie Waddell	Introducing the Wealthy to Roth IRAs Advisors take heed: The income limit on participants in Roth IRAs disappears in 2010.
Financial Advisor December 2007 Jeff Schlegel	The Changing Face Of 401(k) Plans The 401(k) plan has become a bedrock of the American retirement account, but its foundation is becoming increasingly fluid with evolving rules, products and attitude shifts that add choices -- and complexities -- for plan participants and their sponsors.
Entrepreneur November 2006 Scott Bernard Nelson	Dish It Out Pension offerings continue to dissolve, but new laws reward employers whose workers pump up their 401(k)s.
The Motley Fool September 16, 2005 Selena Maranjian	Come on Down, Roth 401(k)! There will soon be a new kid on the block: the Roth 401(k). Here's how it works.
The Motley Fool September 27, 2006 Dan Caplinger	Pension Reform and You How might the Pension Protection Act affect your pension?
Investment Advisor October 2006 Susan Hartman	Getting With The Act Here's how the Pension Protection Act of 2006 changes retirement planning and what investment advisors need to know about the tax implications therein. Memo to Nonspouse Beneficiaries... etc.
U.S. Banker April 2006 Michael Dumiak	Roth Retirement Vehicles Promise to Be Boon Roth 401(k) accounts just became available this year and banks could win big, particularly in offering back-office support. But will they catch on among investors?
Financial Planning July 1, 2008 Donald Jay Korn	You Gotta Have a Plan By itself, a retirement plan sponsored by a small business or a professional practice might be modest, with $1 million or less in assets. By pursuing several plans, though, advisors may discover that "real money" is attainable.
AFP eWire August 18, 2006	IRA Rollover Signed Into Law President Bush signed into law a pension reform bill that includes several giving incentives, including the IRA rollover provision. Fundraising strategies and plans will need to be immediately adjusted.
The Motley Fool August 18, 2006 Roy Lewis	The Latest in Tax Laws Find out what new legislation means for your tax bill. Saver's credit made permanent... Non-spouse beneficiaries... etc.
On Wall Street May 1, 2011 Cameron Short	The Doctor Is In And Needs Retirement Planning The threat of the Bush tax cuts expiring in 2010 prompted many high-net-worth individuals to review their qualified plans to ensure maximum income deferral capabilities.
Investment Advisor February 2007	News & Products The Tax Relief and Health Care Act... 401(k) participants would rather get advice from an advisor... How the IRS will process determination letters for cash balance and other types of hybrid defined benefit pension plans...etc.
Registered Rep. March 1, 2007 Kevin McKinley	A Last-Minute Stop at the IRA Shop Advisors, due to a quirk in the calendar, this year's deadline for income tax filing and IRA/Roth IRA contributions is April 17. But just because there are some extra days available doesn't mean you should put it off.
The Motley Fool March 10, 2005 Robert Brokamp	Why the Roth Rules Compared with a 401(k) or traditional IRA, a Roth likely will lead to more money in retirement.
Registered Rep. October 1, 2006 John Churchill	Deciphering the Rules of Retirement Advice Title VI of the the Pension Protection Act, far from being a clear-cut signal for reps to dive into the retirement advice business, does, however, open the door wider to advice giving.
Investment Advisor October 2005 Kathleen M. McBride	Retirement Plan Advisor: What's Old is New Traditional defined benefit (DB) plans are getting a new lease on life. There is an opportunity for advisors to help clients who own small businesses to set up a DB plan.
The Motley Fool May 4, 2006 Robert Brokamp	The ABCs of the Roth 401(k) There's a lot to like about the Roth 401(k) -- but it's not the same beast as the Roth IRA. So, what's worth more -- a tax break now or a tax break later?
Investment Advisor December 2006 Elizabeth Festa	Pension Act Reforms for DB and Hybrid DC Plans For those trying to devise defined benefit and hybrid defined benefit/defined contribution plans that fall under the employer deduction rules of the Pension Protection Act of 2006, there is a thicket of information to wade through and interpret.
Financial Advisor June 2004 Michael E. Kitces	The Roth 401(k) May Be Here Soon President Bush has proposed the creation of a Roth 401(k) Employer Retirement Savings Account to begin effective January 1, 2005.
Financial Planning November 1, 2006 Donald Jay Korn	Happy Endings Financial advisors, this year new laws provide potential payoffs, as well as pitfalls, for December tax planning. Charitable Strategies... Gift-Tax Exclusions... Retirement Planning...
Registered Rep. August 4, 2006 John Churchill	Senate Passes Pension Bill to Bush The U.S. Senate passed the Pension Protection Act, which lawmakers hope will spur businesses to improve existing employer-sponsored retirement plans. There is also a special gift to financial advisors in the bill.
AFP eWire February 12, 2007	IRA Rollover Included in President's FY2008 Budget President Bush's newly released budget for Fiscal Year 2008 includes a provision to make the IRA Rollover provision permanent, as well as several other charitable giving incentives.
Investment Advisor September 2006	Retirement Planning: News & Products While the majority of employers have been slow to adopt Roth 401(k) plans, a number of employees will indeed sign up... New York Life Insurance Company recently introduced Custom Whole Life Insurance... etc.
The Motley Fool February 7, 2005 Rich Duprey	Retire the IRS Way? Regulation proposal will offer sweeping overhaul of 403(b) plans. Feb. 14 deadline for public comment nears.
Financial Planning September 1, 2007 Ed Slott	The Final Word Once you have invested in Roth 401(k)s, how do you get the money out or roll it into a Roth IRA? When will distributions be qualified and tax-free?
Investment Advisor February 2010 Melanie Waddell	Retirement Planning: Top Trends in Retirement Longevity risk takes center stage. Also on tap this year will be the likely approval by Congress of the auto IRA, which many small employers will be required to offer.
Financial Advisor December 2009 Karen DeMasters	A New Game Rule changes in 2010 for retirement plans offer advisors opportunity to help employers and their workers.
Entrepreneur October 2005 Jennifer Pellet	Buzz 10/05 The Economic Growth and Tax Relief Reconciliation Act of 2001 lets employers offer employees a similar retirement-savings vehicle within their 401(k) plans beginning in 2006.
Financial Planning September 1, 2013 Donald Jay Korn	Are Unmatched 401(k) Contributions a Good Idea? Without an employer contribution, some clients may do better skipping the 401(k) plan and putting the money elsewhere.
The Motley Fool December 1, 2006 Roy Lewis	Looking Back, Looking Forward Here are just a few of the many tax provisions recently signed into law. You still have time to take maximum advantage of those provisions put in place for 2006, and more than enough time to plan your taxes for 2007.
The Motley Fool December 18, 2006 Buz Livingston	Nice: Pension Protection Act of 2006 If make you elective deferrals to a defined contribution plan, fund a Roth IRA, make deductible contributions to a traditional IRA, or put money aside for a aspiring scholar in a 529 plan, then thePension Protection Act of 2006 should make you happy.
Financial Planning September 1, 2008 Ed Slott	Military Moves If you have clients who serve our country, you should be aware that President Bush signed the Heroes Earnings Assistance and Relief Tax (HEART) Act of 2008, which contains several provisions affecting the retirement plans of military personnel.
Investment Advisor July 2006 Melanie Waddell	The Playing Field: Extension Explication Good and bad news -- and uncertainty -- from the new tax bill. Financial advisors, take note.
The Motley Fool February 8, 2007 Mary Dalrymple	I Love Roth 401(k)s If you've ever looked into opening an individual retirement account, you've no doubt discovered the Roth IRA. Now there's a new option for its devoted fans, the Roth 401(k).
The Motley Fool December 18, 2006 Mary Dalrymple	Nice: Roth 401(k)s What's better than a big pile of presents under the tree? How about a retirement account piled high with tax-free cash?
Financial Planning September 1, 2006 Ed Slott	IRA Time Travel Advisors had two new tax laws with IRA provisions to chew on over the summer. One law (TIPRA) contains IRA provisions that take effect years from now, while the other, (HERO), has provisions that can be used for prior years.