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Registered Rep.
April 1, 2007 |
401(k)s Coming Your Way? Big Blue announced that it has hired Fidelity Investments and The Ayco Company to offer financial advice to its U.S. employees. IBM's move may be a first for a major U.S. company. That's good news for financial advisors.   |
BusinessWeek
July 2, 2009
Amy Feldman |
IBM Reinvents the 401(k) Staffers were nervous when Big Blue replaced its pension plan with a souped-up 401(k). Now, the plan could be the new gold standard. |
CFO
May 1, 2007
Russ Banham |
To Rollover, or Not? Why retirees should think twice before shifting 401(k) assets into an IRA. |
Investment Advisor
November 2006 |
Now and Then When it comes to plowing through the complexities that are associated with retirement planning, advisors need all the help they can get. Fidelity looks ahead to dominate retirement planning now. |
Financial Planning
February 1, 2006
Marshall Eckblad |
401(k) Status Report Fidelity's numbers and the state of 401(k) accounts. |
The Motley Fool
July 20, 2010
Eric Bleeker |
IBM Delivers, Then Drops Like A Rock Big Blue's earnings growth can't hide revenue woes |
Investment Advisor
October 2007 |
News & Products, October 2007 Increased tax liability and private equity managers... Fidelity rolls out a Web-based retirement income planning tool for advisors... TMark Associates releases a Target Date Funds in 401(k) Plans report... |
Financial Advisor
August 2007
Tracey Longo |
What's Your Retirement Brand? Unless you're branding yourself a retirement income planning specialist and it's clear in clients' minds you're going to do retirement income planning for them, your client relationships honestly may be in peril. |
Investment Advisor
June 2007
Kara P. Stapleton |
Consolidate and Refer Fidelity Investments introduced a report showing that advisors who offer retirement income planning services have found that their clients are more satisfied, consolidate more assets with them, and provide more referrals for new business. |
BusinessWeek
July 19, 2004 |
The New Retirement A veteran IBM financial employee wins the first round of a case against the company over changes in their pension plan. |
Investment Advisor
February 2007
Savita Iyer |
Taking Advantage of the Pension Protection Act Financial advisors need to understand fully what the Pension Protection Act means and how it pertains to their business. |
Investment Advisor
January 2007
Savita Iyer |
DC Advisor-Sponsor Matchmaker The relative lack of corporate advisors is a result of inertia on the part of plan sponsors; despite pronouncing themselves dissatisfied with their retirement plans, plan sponsors do not take the easy step of finding a new advisor. |
Investment Advisor
November 2005
Melanie Waddell |
Take Your Pick Retirement plan providers are tempting advisors with numerous products and services. |
Investment Advisor
April 2007
James J. Green |
News & Products The Fidelity Research Institute reported that Americans are slightly better prepared for retirement... The American College hat New York Life Insurance Company is donating $2 million... etc. |
The Motley Fool
August 19, 2011
Dan Caplinger |
Don't Miss Out on the Next 50% Return Lots of people did two years ago. Don't make the same mistake now with retirement funds. |
InternetNews
November 1, 2005
Jim Wagner |
IBM Sales Pitches Hit Global Stride IBM is taking its pilot sales support program global to help its partners close the deal on prospective customer contracts. |
The Motley Fool
June 3, 2009
Dan Caplinger |
4 Easy Steps to a Richer Future If you got a late start saving for retirement, here's how you can get caught up. |
Registered Rep.
November 1, 2005
Kristen French |
Trolling for 401(k) Treasure Congress is expected to enact new pension legislation that would make it easier for financial advisors to work with participants in company retirement programs. |
The Motley Fool
June 9, 2010 |
Is IBM a Buy? While other tech companies -- such as Apple -- take a lot of heat for hoarding cash, IBM leverages its balance sheet better than any other tech company. |
Financial Advisor
June 2008
Tracey Longo |
It's How You Arrive Scott Hansen, co-founder of Hanson McClain, has no intentions of increasing his $250,000 minimum for new clients. And if he could figure out a way to work with people who only had $100,000 to invest, he'd do it. |
Financial Planning
September 1, 2006
David Liebrock |
Mining 401(k) Gold Small- and mid-sized companies are looking for help with their retirement plans. Here's how to reach out to this untapped market. |
Financial Advisor
December 2003
Jeff Schlegel |
Qualified Plans Rock Through Bear Market The rising demand for advice is changing the 401(k) business. |
The Motley Fool
February 23, 2009
Dan Caplinger |
Is Your 401(k) a Ponzi Scheme? While 401(k) plans definitely have their flaws, the idea that they're a complete ripoff for investors is a huge exaggeration. |
InternetNews
October 18, 2010 |
IBM Surges Past Q3 Earnings Forecast IBM handily tops analysts' projections for its third-quarter profits, citing across-the-board increases in hardware, software and services, and rising margins. |
Registered Rep.
October 1, 2005 |
60 Seconds with Bill Carey (Head of Fidelity's RIA group) The former president of Fidelity's institutional retirement business and a 12-year veteran of the firm talks about his plans for the advisory unit and the challenges confronting advisors. |
The Motley Fool
January 25, 2007
Mary Dalrymple |
Retire in Poverty? Reverse the deteriorating retirement trend by saving more now. |
InternetNews
October 12, 2004
Clint Boulton |
IBM Buys Project Management Specialist In a bid to help customers realize better value from their IT projects, IBM said it will buy Systemcorp for an undisclosed sum. |
The Motley Fool
June 12, 2009
Selena Maranjian |
Don't Give Up on Your 401(k) Americans are taking their retirement accounts seriously, as they should. |
Financial Planning
August 1, 2007
Marshall Eckblad |
Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink. |
The Motley Fool
December 16, 2009
Dan Caplinger |
Stop Juggling Your Retirement Investments Consolidate and conquer. |
The Motley Fool
March 16, 2011
Cindy Johnson |
Hidden in Plain Sight, Wall Street Discovers a Tech Gem Misunderstood and underappreciated for years, IBM is starting to get credit for transforming itself over the last couple of decades into a well-oiled, cash-generation machine. |
Financial Planning
June 1, 2008
Elizabeth O'Brien |
Millionaires Ahoy! Independent advisors who are looking to snag more millionaire clients should focus their efforts on prospects who do not already have a registered investment advisor, according to a new study by Fidelity Investments. |
InternetNews
September 30, 2004
Colin C. Haley |
IBM Settles Pension Suit IBM has agreed to pay $300 million to settle most of the claims in a class action lawsuit related to its pension plan, the company announced today. |
The Motley Fool
April 28, 2011
Rich Smith |
IBM's 8 Billion Buck Buyback In addition to boosting its dividend payout 15%, it will spend $8 billion repurchasing its own shares. But are buybacks the best use of IBM's cash? |
CFO
April 1, 2007
Roy Harris |
A New Start Under the Pension Protection Act, companies play a key role in keeping employee retirement savings on track. |
The Motley Fool
June 8, 2007
Amanda B. Kish |
Foolish Weekly Fund Wrap-Up Barclays struggles to crack 401(k) market... Funds' cash stakes falling... Fidelity chasing market share... |
The Motley Fool
April 3, 2006
Chuck Saletta |
Your Road Map to Financial Freedom There are three key components to your financial freedom: Knowledge of where you are... Understanding where you want to be... Instructions on how to best get to your destination, given your starting point... |
Investment Advisor
May 2006
James J. Green |
IA Leaders: Growing by Design An interview with Investment Advisor Leader Council member Scott Hanson: On the state of your practice... On your partnerships... On past experiences that affected how you run your practice now... On your clients... etc. |
The Motley Fool
February 24, 2011
Dan Caplinger |
Make This Move Now and Save Your Retirement 401(k)s are back -- but you have to use them wisely. |
Registered Rep.
July 1, 2006
Fran Hawthorne |
Stepping Up Even when a client already has a retirement plan, a rep may find an opening by recommending a better one. |
The Motley Fool
April 15, 2005
Rick Aristotle Munarriz |
IBM Sings the Blue IBM fails to live up to expectations during its seasonally quiet first-quarter showing. Investors have been patient for an excruciatingly long time. Results need to happen sooner rather than later for IBM. |
Registered Rep.
October 1, 2005 |
Better Die Before They Get Old How many boomers are prepared for retirement? |
On Wall Street
April 1, 2010
Trone & Harvey |
Are The Retirement Waters Now Murkier? A 40-page document of new regulations from the Department of Labor sets out to ease the challenges of offering investment advice to retirement plan participants and to lessen any conflicts of interest. |
The Motley Fool
September 27, 2010
Selena Maranjian |
Build a Better Retirement Plan Learn how to make the most of retirement plans available to you. |
InternetNews
July 19, 2010 |
IBM Q2 Soars, Sees Mounting Recovery IBM topped profit estimates for its second quarter and displayed some optimism for the rest of the year. |
InternetNews
July 20, 2009 |
International Business... What? It's not hardware that drives Big Blue these days, rather an aggressive focus on solutions that's doing wonders for its bottom line. |
CFO
December 1, 2007
David McCann |
Hitting the Books, with Some Help IBM is looking to launch a 401(k)-type program that will fund accounts employees can use for professional education. But is the funding enough to make a difference? And will the government provide a tax break? |
InternetNews
October 24, 2007
Paul Shread |
Big Blue Buys Storage Services Firm IBM has acquired NovusCG to bolster its storage services and software business. |
Financial Advisor
October 2012
Jim McConville |
The Number: 8x Salary To Retire, Fidelity Says Ordinary American workers should aim to save at least eight times their ending salary to replace 85% of their pre-retirement income and meet basic income needs in retirement, says Fidelity Investments. |
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. |
