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Investment Advisor March 2008	The Retirement Challenge Letters to the Editor: "Which QDIA is Best?"... "The Compensation Food Chain"...
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 September 2007	News & Products Participants who consistently held accounts in 401(k) plans from 1999 through 2006 increased their account balance at an annual rate of 8.7%... Rep. George Miller, chairman of the House Education and Labor Committee, introduced the "401(k) Fair Disclosure for Retirement Security Act of 2007"... etc.
Financial Planning July 1, 2007 Walls & Knight	Buy Default The Pension Protection Act gives business owners more effective ways to deploy the default option in their 401(k) plans.
Investment Advisor December 2007 Melanie Waddell	Target Date: Now The future is very bright for the already popular lifecycle funds. Industry experts predict that investment advisors will continue to boost lifecycle funds' popularity.
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.
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.
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.
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 2008 Melanie Waddell	DOL Floats Advice Proposals The Department of Labor recently announced two proposed rules under the Pension Protection Act designed to make investment advice more accessible for millions of Americans in 401(k)-type plans and individual retirement accounts.
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.
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 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 July 2007 Melanie Waddell	Stable Value or Not? Stable value as a default option for 401(k) plans debated.
Financial Planning July 1, 2011 Temma Ehrenfeld	Welcome, Gen Y Companies can make a difference when they enroll new employees automatically into employer-sponsored retirement plans and set target-date funds as the default investment.
Financial Planning December 1, 2010 Trone & Harvey	Get Smart When the U.S. Department of Labor speaks, we should listen, whether we work with qualified retirement plans or not. The DOL made several announcements in October that are going to be significant game changers for the financial services industry.
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.
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.
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 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.
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 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 August 2009 Craig L. Israelsen	A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.
Financial Advisor December 2004 Gerald C. Steffes	Innovative Trends in 401(k) Plans The brutal bear market beating in recent years has led to significant innovations in 401(k) plans offered by small to mid-size employers. One of the driving forces for these innovations is a re-emergence of trustee awareness with regard to their fiduciary liability.
Financial Advisor December 2003 Jeff Schlegel	Qualified Plans Rock Through Bear Market The rising demand for advice is changing the 401(k) business.
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.
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.
Investment Advisor December 2009 Melanie Waddell	Retirement News DOL testimony on fiduciaries... Claims against advisors... Research on roller coaster redemptions...
Financial Planning October 1, 2006 Joshua M. Kaplan	Out of Balance The mutual fund universe is quite expansive, with multitudes of funds that have reasonable initial investment minimums. By opting for a balanced fund, clients need to understand that they are relinquishing control of their allocation.
Financial Advisor June 2010 Stephen K. Davis	What To Do About The 401(k) How do we bring better investment success to the 401(k)? For one, participants need help from financial advisors.
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 February 23, 2007 Dan Caplinger	Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio.
Financial Planning February 1, 2008 Craig L. Israelsen	Winners by Default Target-date and balanced funds have become the main default options in corporate retirement plans. But which one is better?
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.
Investment Advisor February 2007	Through Thick and Thin Balanced funds provide investors with diversification within the confines of a single investment vehicle by holding a portfolio of highly uncorrelated asset classes.
Financial Advisor December 2009 Mary Rowland	Rough Road The rules on providing investment advice to 401(k) plan participants have been shifting, and the end of the controversy is not in sight.
Investment Advisor February 2008 Elizabeth D. Festa	Big Years Ahead for Auto Enrollment The implementation of automatic enrollment in 401(k)s among many medium-sized companies will spike, adding perhaps 10 million more retirement savers to the 50 million now enrolled.
CFO May 1, 2011 David McCann	A Sense of Disclosure New 401(k) rules pose a challenge for small and midsize companies.
The Motley Fool June 11, 2009 Dan Caplinger	This Smart Move Will Save Your Retirement Leaving your investments alone while continuing to make new contributions is more likely to pay off in the long run.
Registered Rep. July 8, 2010 Michael Stillman	For 401k Advisors, Comp Models Must Change In the short-term, financial advisors will need to adjust their 401(k) fee arrangements. For the long-term, registered reps may find it necessary to work with -- or become -- registered investment advisors.
Investment Advisor May 2007	That's Not How I Read PPA Letters to the editor: DOL Requires More Due Diligence for 401(k) Advisors... You say adviser, we say advisor... Corrections...
The Motley Fool August 24, 2009 Dan Caplinger	Start Doing This or You'll Retire Poor The latest data from Vanguard shows what investors are doing right -- and wrong.
Registered Rep. October 11, 2012 Stan Luxenberg	Savers, at Last. . . The 401(k) has long been considered a failure at truly preparing anyone for retirement -- especially since the recession. Less noticed is that the plans are, slowly, getting much better.
Financial Advisor June 2007 Sydney LeBlanc	Are SMAs Appetizing For 401(k) plans? Essentially "do it yourself" plans, more 401(k) participants than ever before are asking for professional investment advice and a larger number of these individuals are educating themselves about their investment choices, including separately managed accounts.
Investment Advisor September 2007 Melanie Waddell	Failure to Compute? The Department of Labor is set to tell Congress by year-end if computer models are suitable for IRAs.
Registered Rep. May 26, 2005 Kristen French	Under ERISA, No Padding Profits with Revenue Sharing Under a recent Department of Labor directive, revenue-sharing arrangements between mutual funds and advisors to employee benefit plans can no longer be used to pad profits.
Investment Advisor April 2009 Melanie Waddell	Retirement News & Products The latest on retirement. President Obama's 2010 budget includes initiatives to expand retirement savings by including automatic individual retirement accounts (IRAs) and an expanded Saver's Credit for retirement savings contributions.
Investment Advisor June 2010 Melanie Waddell	Retirement Planning: Lifetime Income, Target Date Funds To Center Stage DOL, SEC plan three-step target date fund guidance.
Financial Planning January 1, 2007 Elizabeth O'Brien	White Paper - The Danger in Default Options Default investment options with higher risk exposures can cause two negative outcomes: plan attrition, where participants lose capital soon after enrolling and become disillusioned; and/or plan participants suffer heavy losses in capital shortly before retirement.
The Motley Fool August 27, 2007 Amanda B. Kish	Lifecycle Investing's Next Step Target-date funds make an old idea new again. The next generation of lifecycle funds are seeking to add value by making continuous shifts among stocks, bonds, and cash, instead of just reducing equity exposure over time.