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Investment Advisor
May 2009
Melanie Waddell |
New IRS DB Funding Rules The Internal Revenue Service recently issued regulatory guidance on defined benefit pension plans that provides some needed relief for DB plan sponsors.   |
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. |
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. |
Investment Advisor
August 2008 |
Retirement News and Products Charles Schwab Trust Company has expanded its offering of target date collective trust funds for retirement plans to include the Schwab Indexed Retirement Trust Funds... A new study suggests allowing retirees to "test-drive" lifetime income... etc. |
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. |
Registered Rep.
June 1, 2008
Stan Luxenberg |
Pay It Out Now that the Baby Boomer generation is retiring in droves, fund companies are focusing on a thorny question: How can retirees obtain reliable income from their investments? |
Investment Advisor
January 2006
Melanie Waddell |
Retirement Plan Advisor: Reform is in the Air Officials in Washington expect Congress to pass legislation early this year that would shore up the nation's ailing pension system and provide tax breaks to encourage retirement savings. |
Registered Rep.
March 9, 2012
Mark Miller |
Six Ways Pension Annuities Almost Always Beat a Lump Sum Even if a lump sum is a choice for your client, think twice before advising a client to take it. |
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. |
Investment Advisor
February 2009
Kara P. Stapleton |
Retirement News & Products Recent research by the Investment Company Institute found that despite a 40% drop in the U.S. stock markets, the vast majority of U.S. workers who invest for retirement via 401(k) plans are staying the course. |
Investment Advisor
May 2009
Melanie Waddell |
Retirement News & Products Retirement news and products: Research by Cerulli Associates focuses on the "bookends" of the 401(k) market... Spectrem Group study found 34% of U.S. employers have reduced or eliminated matching contributions to defined contribution retirement plans... |
Financial Advisor
April 2010
Eric Rasmussen |
Seeking Redemption Managed payout funds stumbled in their debut, but mutual fund companies still think there's a place for them. |
The Motley Fool
July 23, 2010
Dan Caplinger |
The Better Way to Make Your Portfolio Pay Managed payout funds sound good for retirees, but watch out for drawdowns. |
Financial Planning
February 1, 2008
Elizabeth O'Brien |
Retirement Income: The New Solutions The boomer retirement wave is here, and so are new products designed to turn their hoarded assets into cash flow. |
Investment Advisor
March 2007
Kara P. Stapleton |
March 2007 Charles Schwab has launched Schwab Advisor Portfolio... Vanguard has filed with the SEC to offer exchange traded shares... A new level of membership launched at myStockOptions.com... etc. |
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 Planning
July 1, 2008
Elizabeth O'Brien |
Foundation for Retirement Foundations and endowments can teach advisors strategies for constructing and maintaining retirement income portfolios. Here's a look at how. |
National Defense
October 2012
Karen L. Manos |
Contractors Charging the Federal Government For Pension Contributions Is Not Corporate Welfare In full election-year mode, news media have been awash in articles, blogs and reports urging Congress to stop the "corporate welfare" of reimbursing federal contractors' pension costs. |
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. |
Investment Advisor
August 2007 |
News and Products New research by Cerulli Associates has found that the 403(b) market is just as profitable... American Society of Pension Professionals & Actuaries is asking the IRS to delay implementation of its final rules regarding revisions to 403(b) plans... etc. |
Investment Advisor
April 2008
Melanie Waddell |
Taking the Helm William McNabb will take cues from his predecessor, John Brennan, as he assumes top spot at Vanguard as president and director. |
Investment Advisor
November 2009
Melanie Waddell |
Retirement Planning: Congress to Tackle Pension Funding, Investment Advice Congressional action on two key areas of retirement planning -- defined benefit funding and investment advice -- are expected to come by year-end. |
Financial Planning
February 1, 2013
George Yacik |
Weighing a Pension Payout Take the money and run? It is a question advisors face as retirees get offered lump-sum bonanzas. |
The Motley Fool
September 12, 2007
Rich Duprey |
A 401(k) Balancing Act Traditional pension plans can show us how to build a plan we can rely on in our own 401(k)s. They regularly rebalance their assets, making sure that no particular asset class takes on too large a portion of the portfolio. |
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
July 2005
Jeff Berends |
Big Savings For Small Employers Individual defined benefit plans are appealing to the self-employed. |
Investment Advisor
February 2008
Kara P. Stapleton |
Win Over Those Rollovers There's a big business in moving clients to IRAs, the Cerulli Edge Retirement Edition study suggests. |
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. |
CFO
February 15, 2006
Laura DeMars |
Forgotten, But Not Gone The potential for stricter regulations is causing a number of plan sponsors to consider throwing in the towel and freezing their pension plans. |
Investment Advisor
March 2010
Melanie Waddell |
The Problems With Pensions Members of Congress and retirement experts are working feverishly to ensure that pension plan funding relief is enacted soon. |
The Motley Fool
July 28, 2011
Zeeshan Siddique |
Looking Beyond Chuck's Earnings Charles Schwab's earnings and smart acquisitions make this Fool optimistic about it. |
Financial Advisor
January 2008
Marla Brill |
Great Expectations The latest version of retirement income funds from Fidelity and Vanguard mark the mutual fund industry's most ambitious effort yet to remove much of the decision-making associated with retirement investment and distribution planning. |
CFO
February 22, 2005
Alix Nyberg |
Death to Smoothing A tough regulatory environment is another nail in the coffin for defined-benefit plans. |
Investment Advisor
November 2007 |
News & Products Second wave of products help address the retirement income conundrum... Fidelity Investments has unveiled a group of retirement income products... etc. |
The Motley Fool
April 21, 2006
Rick Aristotle Munarriz |
Vanguard Slams the Door In what has become a painful trend for investors chasing hot funds, another popular mutual fund is closing the door to new investors. This time it is Vanguard Strategic Equity Fund. |
Investment Advisor
August 2006 |
Upgrades The Fidelity Charitable Gift Fund announced the Charitable Investment Advisor Program... Dan Skiles, chief of technology for Schwab Institutional, said that as of May 1, more than 500 Schwab-affiliated advisory firms... etc. |
Financial Planning
April 1, 2005
Jerome S. Golden |
Paying It Forward Immediate annuities can add income security and wealth accumulation to the retirement mix. |
The Motley Fool
October 24, 2005
Rick Aristotle Munarriz |
4 Stocks That Took a Hike Companies with growing yields can make you rich in more ways than the obvious: Carnival... Charles Schwab... Microchip Technology... Alltel... |
Investment Advisor
March 2007 |
News & Products, March 2007 Americans aged 40 to 69 expect to gradually ease into retirement... The Pension Protection Act of 2006 includes a number of provisions that are designed to overcome worker inertia in saving... etc. |
The Motley Fool
December 16, 2008
Dan Caplinger |
2009: End of the Road for Pensions? The final nail in the coffin for pensions may come from 2008's terrible stock market performance. |
Investment Advisor
May 2009
James J. Green |
Confidence Builders A study from Barclays Global Investors attempts to discover what could be done to restore confidence in retirement plans and save more. |
The Motley Fool
July 23, 2004
Roy Lewis |
How Retirement Pays Off How do you plan to withdraw your retirement funds? |
The Motley Fool
December 18, 2009
Selena Maranjian |
Keep These Funds on Target Be smart about how you use target-date funds. |
The Motley Fool
October 11, 2004
Chris Mallon |
The Perils of Pensions Once a no-lose situation for both management and employees, defined-benefit pension plans are now threatening to cripple some U.S. corporations. But the piper must be paid, and it's investors who will ultimately suffer. |
The Motley Fool
June 18, 2010
Dan Caplinger |
Shoot for the Right Target Target-date funds still make sense for retirement, if you know what you're doing. |
AFP eWire
August 15, 2005 |
Matching Foundation Payout Rates to Mission A new report argues that foundations would be better served by matching their payout rate to the specific needs and programs of their mission as opposed to an arbitrary, government-set limit. |
The Motley Fool
April 20, 2007
Rick Aristotle Munarriz |
Schwab's a Cheap Date Charles Schwab lowers account minimums across the board. Lowering the bar may not make sense as a short-term move to shareholders, but it's the best way to make sure that Schwab remains relevant in the long-term. |
Financial Advisor
November 2012
John C. Bogle |
The New Pension Plan The author offers five recommendations for improving our badly flawed retirement savings system. |
Registered Rep.
January 9, 2003
David A. Gaffen |
Wachovia Alters Production Payout Wachovia Securities has altered its monthly production bonus payout for 2003, moving up the monthly production level needed in order for brokers to avoid being penalized for monthly payouts. |
The Motley Fool
December 31, 2010
Dan Caplinger |
3 Steps to Start Off 2011 Right Check this resolution off your list right now. |
