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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 May 2005 Jeff Schlegel	"Assets-In-A-Box" Investing Considering the appeal of prepackaged asset allocation, it's little wonder that lifecycle funds are one of the hottest areas in the mutual fund industry.
CFO December 1, 2007 Kate O'Sullivan	The New Mix With so much riding on 401(k)s, more and more companies are reconsidering their plan offerings.
CFO May 1, 2009 Lynn Brenner	Are Target Funds on Target? The "simple" investment option may be more complicated than you think.
Financial Advisor July 2008 Alan Lavine	On Target, Or Not Think you can plunk down money on any target date fund as a low-risk way to accumulate retirement savings? Think again.
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.
Investment Advisor August 2009 Melanie Waddell	Retirement Planning: What's Next For Target Date Funds? The global financial crisis has shown that target date funds have shortcomings. What should become of them?
On Wall Street September 1, 2013 Tom Roseen	The Rise of Asset Allocation Funds The modern version of balanced funds, these portfolios continue to make inroads with investors.
Registered Rep. October 1, 2006 Kevin Burke	Spinning Their Wheels If you're thinking of steering your clients into life-cycle funds, be sure to kick the tires first. With more and more asset managers rolling out life-cycle funds, it's easy to get caught up in some excitement. But, buyer beware: They can be expensive and have middling performance.
Financial Advisor January 2007 Marla Brill	Simple Solutions? Life cycle funds are expanding beyond the 401(k) market to financial advisors. Advisors considering using target date funds, whether on a limited or for a broad swath of clients, need to consider a number of features.
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 Advisor October 2007 Marla Brill	Do Your Clients' Target Funds Measure Up? How do market watchers come up with apples-to-apples comparisons of target-date funds? The absence of a standardized benchmark has left financial advisors to wade through the burgeoning number of fund choices with only vague and often conflicting guidelines for evaluation.
Real Estate Portfolio Jan/Feb 2008 Allen Kenney	The Time of Your Life Life cycle funds gain popularity by enabling investors to choose tailored investment plans. REIT Usage in Life Cycle Fund Products: AllianceBernstein Retirement Strategies -- 10%... JPMorgan Smart Retirement Funds -- 4% to 6%... etc.
The Motley Fool March 10, 2009 Dan Caplinger	Where Smart Investors Put Their Money More investors are taking advantage of this strong retirement-based opportunity. Are you?
Registered Rep. November 10, 2011 Mark Miller	Target Date Funds: Not So Bad After All? A fee-only financial advisor for both retirement plans and individuals, worries that target date funds -- which invest in a mix of assets with the aim of reducing equity exposure as participants approach retirement -- just can't do as good a job as professional advisors.
CFO December 1, 2009 Randy Myers	A Question of Balance The much-maligned 401(k) plan is being beefed up. So are the penalties for failing to manage it well.
Investment Advisor January 2008 Melanie Waddell	Which QDIA Is Best? The right qualified default investment alternative depends on the type of plan, its participants, and what the advisor prefers.
Investment Advisor November 2006 Melanie Waddell	Watch Those Fees! The Department of Labor gets tough on retirement plan fee disclosure. Financial advisors, take note.
Financial Advisor January 2009 Marla Brill	Failure To Launch Advisors have little or no leeway to adjust positions in needs-based or all-in-one investment vehicles, such as 529 plans and target funds, and make changes when the market is melting down.
Financial Advisor March 2011 Jeff Schlegel	401(k)s Are Still O(k) Some critics contend the 401(k) concept is broken and has failed its basic mission to fund the great American retirement. Avatar Associates begs to differ.
Registered Rep. August 1, 2004 Stan Luxenberg	Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio.
Financial Planning August 1, 2009 Craig L. Israelsen	Bad Match The poor performance of target-date funds, particularly 2010 funds, as qualified default investment alternatives has not gone unnoticed in Washington.
Investment Advisor March 2008 Melanie Waddell	Focus! There's plenty to think about when doing retirement planning for clients; read on for the priorities that you should be doing something about, right now.
Investment Advisor February 2009	A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks.
Registered Rep. August 28, 2015 Mark Miller	Managed Accounts in The Workplace Retirement savers who get professional help with their 401(k) portfolios stand a good chance of seeing better outcomes than those who don't.
Investment Advisor October 2006 Melanie Waddell	ETFs for 401(k)s Are OK Plan sponsors should refrain from using stable value funds as default options in 401(k) plans. Plan sponsors should instead offer participants an option that provides long-term growth, like a mutual fund that invests in ETFs.
Investment Advisor July 2007 Melanie Waddell	Stable Value or Not? Stable value as a default option for 401(k) plans debated.
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.
Financial Advisor February 2008 Craig L. Israelsen	A Better Mousetrap Target date funds are here to stay. As a result of the Pension Protection Act of 2006, target date funds will likely become the auto-enrollment default option in tax-deferred retirement plans.
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.
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.
Real Estate Portfolio Nov/Dec 2008 Allen Kenney	On the Road to Retirement Target date funds are taking a closer look at where retirees will end up, and changes are coming that could pay dividends for REITs.
The Motley Fool June 13, 2008 Julie Clarenbach	A Retirement Portfolio You Can Set and Forget Don't let lifecycle funds target your retirement without taking a very close look at them.
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 January 18, 2007 Mary Dalrymple	Retirement and Irrational Man, Part 2 If you've stuck with the default options in your 401(k) because you were automatically enrolled in the savings plan, it's time to take a look at your contributions and investments.
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.
CFO July 15, 2008 Russ Banham	Serving Employees, at a Price When employees are automatically enrolled in 401(k) plans the company tab can soar.
Financial Advisor November 2007 William Glasgall	Income For Life? Well, We Hope So. A look at new products that are supposed to create "personal pensions" for your clients: Dividends Galore With ETFs... Mutual Funds Aim For Payouts... Advisors Warm To Immediate Annuities... etc.
The Motley Fool February 16, 2011 Amanda B. Kish	A Helping Hand With Your Investments Options for folks who want a little bit of help in crafting their asset allocation.
CFO April 1, 2010 Alix Stuart	Sea Change Companies now play a much more active role in guiding employees' 401(k) investment decisions.
Financial Advisor November 2010 Alan Lavine	New Opportunities With 401(k)s Participants are making asset allocation mistakes, even though most plans offer a good selection of investment options.
The Motley Fool August 22, 2007 Amanda B. Kish	Funds That Hit the Target More and more firms and retirement plans are beginning to offer target-date funds, asset-allocation funds that are designated by the year in which an investor plans to retire. Are they right for you?
The Motley Fool February 8, 2005 David Braze	10 Ways to Mismanage Your 401(k) Any one of these mistakes has the potential to cost us thousands of dollars in the amount we will eventually accrue for retirement.
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.
Real Estate Portfolio Nov/Dec 2003 Art Gering	Undefined Contributions Although a large number of companies invest in real estate in their defined benefit plans, many deny their employees the same advantages in their 401(k) plans.
The Motley Fool March 24, 2005 Josie Raney	Do Targeted Funds Hit Your Mark? Look before you take the lifecycle leap. If you're a beginning investor, these funds can offer inexpensive, no-fuss, diversification -- provided you choose the one that best suits your investing timeline and tolerance for risk.
Financial Advisor December 2005 Raymond Fazzi	Into The Black Hole Of 401(k) Consulting Advisors find that the need on the part of both sponsors and participants for professional and unbiased advice regarding 401(k) asset allocation and management is great.
Financial Advisor December 2003 Jeff Schlegel	Qualified Plans Rock Through Bear Market The rising demand for advice is changing the 401(k) business.
Financial Advisor November 2010	Auto-Enrollment Benefits Young Savers A new study shows young workers with 401(k) auto enrollment are better diversified than employees who aren't offered that feature in their retirement plans.
Investment Advisor November 2005 Kent Buckles	Guiding Light When retirement plan participants are engaged early and effectively in the process of retirement savings and gently guided toward prudent investment decisions, they will be more committed to staying the course because they have helped chart it.