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Registered Rep. June 12, 2007 Christina Mucciolo	Retirement Plan Participants Want Financial Planning When it comes to retirement planning, employees with 401(k)s and other defined contribution plans want more financial planning, and they aren't getting it through their retirement plans, according to a new report.
The Motley Fool May 21, 2004 Roy Lewis	Pension Loan Breaks Tax law permits a few breaks on loan interest for those borrowing against their future.
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 December 22, 2006 Dan Caplinger	Do Pensions Beat 401(k)s? A recent study shows that investors aren't doing as well on their own and underscores the need for employees to understand and take full advantage of their retirement plan options.
Financial Advisor December 2005 Jeffrey H. Rattiner	The Small Business Retirement Choice Depending on the needs of the business owner, many options are available. The way to proceed is to make sure that the appropriate selection of a plan(s) is dependent upon the client's objectives.
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.
The Motley Fool April 19, 2007 Dan Caplinger	Raiding Your Retirement for a Down Payment Even though you should be cautious about using your retirement money to fund a down payment on a home, there are still some situations in which it makes sense to use retirement funds as a source of liquidity.
The Motley Fool September 17, 2004 Roy Lewis	Retirement Loans: Is the Interest Deductible? Make sure that you think things through before you decide to borrow against your plan.
Financial Advisor July 2005 Jeff Berends	Big Savings For Small Employers Individual defined benefit plans are appealing to the self-employed.
CFO August 1, 2002 Kris Frieswick	Honey, I Shrunk The 401(k) The bear market has clobbered 401(k) accounts -- and could spark a revival of defined benefit plans.
The Motley Fool April 9, 2007 Rich Duprey	Will Your Golden Years Be Tarnished? Without a plan to achieve your retirement goals, your golden years might not be as bright and shiny as you imagined.
On Wall Street July 1, 2010 John Papadopulos	The Harsh Reality Of The 30-Year Retirement Many people just don't think about longevity risk and income planning, and some never even consider the risk that the money they save for retirement might not be enough to sustain them for the rest of their lives.
Investment Advisor February 2008 Melanie Waddell	Buying Binge After years of organic growth, The Hartford snaps up three firms to bulk up its retirement planning offerings.
Financial Planning April 1, 2005 Len Reinhart	A Work in Progress Privatizing Social Security is part of a 25-year experiment to shift the funding of retirement from the government and the corporate sector to the individual.
Financial Advisor October 2011 Matt Greco	Adding It Up Many companies are unaware of recent changes that make defined benefit plans more attractive.
On Wall Street December 1, 2009	Five Questions with Alicia Munnell Alison Munnell has been on the President's Council of Economic Advisers and worked as an assistant secretary of the Treasury for Economic Policy. She speaks here about retirement planning.
Inc. May 2006	Is A Pension Plan Right For You? If you answer yes to these six questions, a defined benefit plan may be worth a look.
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.
Financial Planning December 1, 2005 Kathy Gevlin	See Dick and Jane Retire...Without the Right Plan As baby boomers approach retirement, studies show a large majority of them are inadequately prepared for the financial planning challenges. Now's the time for planners to retool their retirement offerings to better meet consumers' needs.
Registered Rep. June 1, 2012 Mark Miller	Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference.
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.
The Motley Fool July 22, 2004 Robert Brokamp	The Cost of Not Saving for Retirement You are paying today for every dollar you don't put into your 401(k). The tax savings on your contribution is reason enough to save. There are plenty of other incentives, too, including one that might be worth even more.
On Wall Street October 1, 2011 Elizabeth Wine	Retirement Rules for Small Business Clients Retirement plans are fast becoming an important tool for small businesses to attract and retain talent.
The Motley Fool February 3, 2010 Chuck Saletta	Forget Your Kids! Focus on Your Own Future If it comes down to choosing between funding a child's college education, or funding your own retirement, focus on your own future first.
Inc. May 2006 Amy Feldman	A Bigger Parachute Eager to boost your retirement fund? Believe it or not, a pension might be the answer.
The Motley Fool October 20, 2006 Dan Caplinger	Are You a Bad Investor? Learning about investing and financial planning isn't always easy, but it's part of being a responsible adult member of society. Workers owe it to themselves to take advantage of the numerous options at their disposal to help them make the most of their savings.
The Motley Fool December 13, 2006 Dan Caplinger	Risky Business for Small Companies For many small businesses and their employees, employer-sponsored retirement plans remain an unfulfilled dream.
AskMen.com Jeff Wuorio	Workplace Retirement Plan Far too many people stumble toward retirement with too little money. Understanding and taking advantage of your workplace retirement program can keep you from joining them.
The Motley Fool September 20, 2006 Dan Caplinger	Don't Defer Paying Tax: Part 2 Simple rules of thumb are handy for investors; in general, taking advantage of opportunities to eliminate or defer payment of tax is a smart move.
AskMen.com March 18, 2001 Luis Rodrigues	Start Planning For Your Retirement
Investment Advisor March 2010 James J. Green	Numerology: Worried, but Staying Put A new survey finds that retirement plan participants at colleges, universities, and post-secondary schools are nervous about living comfortably in retirement.
The Motley Fool January 25, 2007 Mary Dalrymple	Retire in Poverty? Reverse the deteriorating retirement trend by saving more now.
BusinessWeek July 23, 2009 Amy Feldman	Sizing Up Your Nest Egg A researcher offers a simple formula, based on your income and assets at different ages, to calculate how prepared you are for retirement.
Investment Advisor May 2008 Kara P. Stapleton	Ahead of the Game Bank of America research provides statistics on the affluent's retirement planning, and finds that most are on track.
Commercial Investment Real Estate Nov/Dec 2002 Jennifer Gregor	Review Tax Changes to Maximize Employee Benefit Plans The Economic Growth and Tax Relief Reconciliation Act of 2001 contained numerous changes to fundamental retirement plan rules for small businesses.
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.
The Motley Fool May 12, 2005 Glen Kenney	Teaching Yourself to Retire Here are lessons on planning for retirement, like contacting your human resources department and local Social Security Administration office and perhaps even a certified financial planner.
The Motley Fool August 16, 2006 Dan Caplinger	Prioritizing Your Savings Should you save for retirement or for education for your kids?
Financial Planning July 1, 2006 Tom Foster	Small Plans, Big Gains Becoming an expert in small-business retirement plans could create a big future for your financial advisory clients.
Investment Advisor May 2006 Melanie Waddell	Retirement Planning: News & Products CCA Small Business Group recently launched a new version of its MyMax individual defined benefit plan called OurMax... Vanguard added five new funds to its Target Retirement Funds lineup... etc.
Financial Planning October 1, 2010 Donna Mitchell	The Catalyst Ted Benna, developed the workplace-sponsored 401(k) retirement plan, is arguably the most influential employee benefits consultant working today.
HBS Working Knowledge June 30, 2008 Julia Hanna	Rethinking Retirement Planning Defined contribution plans currently offered by the majority of employers place an undue burden on workers who don't have the interest, time, or expertise to manage their finances.
The Motley Fool May 17, 2005 Selena Maranjian	Why Women Are Worried The National Women's 2005 Retirement Survey found that many women are behind in retirement planning. But they can turn things around.
On Wall Street December 1, 2012 Richard T. Mason	Changing the Retirement Readiness Game Employees are seeking financial guidance and increasingly looking to their employers as a resource for retirement planning.
Investment Advisor April 2006 Melanie Waddell	The Playing Field: Meeting the Need for Income A host of financial services firms are coming out with new products to help advisors protect their retirees' income streams. Here's a rundown of some of the companies' offerings.
On Wall Street October 1, 2009 E. Thomas Foster Jr.	Seek Opportunities to Help Employers With Retirement Plans Financial advisors whose business clients sponsor 401(k) or other defined contribution plans can provide critical assistance in helping educate both plan sponsors as well as participants in making the most of their retirement plans.
The Motley Fool September 7, 2007 Rich Duprey	Add Horsepower to Your Retirement Starting your retirement plan late? Just because you've fallen behind, there's no reason to stay behind. Supercharge it with this two-step program.
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 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.
AskMen.com February 3, 2014 Nick Kennedy	Why You Don't Want Any Part Of The Obama(k) So what's the equivalent of a pre-existing condition for retirement savings? Your bills. Your debts. Your monthly financial obligations.