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Registered Rep. May 17, 2006 Kevin Burke	ICI Skipper Sounds the Alarm On Retirement Savings Speaking at the 48th annual Investment Company Institute general membership meeting, ICI President Paul Schott Stevens addressed key issues concerning the $9.2 trillion mutual fund industry. Paramount among his concerns was the looming retirement wave.
Investment Advisor June 2007	News & Products SEC Chairman Christopher Cox said the SEC's examination of what goes into a 401(k) should be showing "progress" in the next few months... The ICI released a report May 7 revealing that Americans held a record $16.4 trillion in retirement assets... etc.
The Motley Fool June 10, 2010 Dan Caplinger	Is This the Fix for Failed 401(k)s? ETFs are coming soon to a retirement plan near you.
The Motley Fool July 6, 2011 Dan Caplinger	Make Your Retirement Savings Go Further People have saved more than ever, but how can they utilize the best strategies to turn their investments into cash?
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.
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.
The Motley Fool June 28, 2004 Selena Maranjian	Retirement Funds Ballooning Investors have fatter retirement accounts, with much in mutual funds.
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.
The Motley Fool April 26, 2011 Dan Caplinger	This Company Wants to Make Your 401(k) Better A new broker initiative seeks to put ETFs in 401(k)s.
Investment Advisor February 2008	The ETF Solution Forward-thinking companies and their advisors are increasingly allowing 401(k) plan participants to leverage the benefits of ETFs.
The Motley Fool May 19, 2011 Dan Caplinger	Schwab Joins the 401(k) Wars The discount broker jumps in with an index-only retirement plan.
Investment Advisor March 2010 Vaughan Scully	The Battle for 401(k) Accounts ETFs have only established a small beachhead so far in the 401(k) arena. That may not change any time soon.
The Motley Fool June 1, 2011 Amanda B. Kish	Coming Soon to Your 401(k): ETFs Schwab plans to offer ETFs for 401(k).
Registered Rep. May 10, 2007 Kevin Burke	At Annual Confab, ICI Chairman Defends Mutual Funds' Fees; Bogle Shakes His Head Speaking at the Investment Company Institute's general membership meeting, Chairman Martin Flanagan told attendees that legislators' concerns over mutual fund fees, particularly in 401(k) plans, may be misplaced.
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 12, 2011 Amanda B. Kish	Can You Retire on $75,000? Some tips to pump up your nest egg.
Investment Advisor September 2005 Melanie Waddell	Retirement Plan Advisor: The Lower Cost 401(k) Option Using exchange-traded funds (ETFs) as investing options in 401(k) plans is becoming increasingly popular as firms realize that ETFs offer participants a lower-cost option than mutual funds. More and more advisors are also acting as investment consultants for fairly large plans.
Financial Planning October 1, 2010 Donald Jay Korn	A Bigger Slice Of all the challenges that the fund industry has faced and still faces, a stagnant stock market may be the most serious.
On Wall Street June 1, 2009 David Lindorff	The Most Dangerous Woman in America Ghilarducci, the 51-year-old author of When I'm 64: The Plot Against Pensions and The Plan to Save Them, is a vocal opponent of the 401(k) concept, which she charges has been a "failure at providing a secure retirement" to Americans.
The Motley Fool June 22, 2010 Dan Caplinger	Why Mutual Funds Are Here to Stay The death of funds is greatly exaggerated.
The Motley Fool September 8, 2008 Selena Maranjian	ETFs on the Rise Will exchange-traded funds put mutual funds out of business?
Investment Advisor August 2010 Vaughan Scully	The ETF Advisor: ETFs Enroll in 529 Plans After saving for retirement, saving for college is probably the most daunting financial challenge families face.
The Motley Fool January 16, 2009 Dan Caplinger	The No-Cost Way to Fix Flawed 401(k)s We've already got a perfectly good alternative.
The Motley Fool January 18, 2007 Mary Dalrymple	Feed Your 401(k) Even recent hires have run out of excuses for ignoring retirement. The best part about a 401(k)? Once you set it up, the savings happens automatically.
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.
The Motley Fool July 9, 2004 Dayana Yochim	Save Like It's 2004 Letting your retirement account get out of date is dangerous to your future.
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.
Investment Advisor November 18, 2010 Melanie Waddell	Will ETF Flaws Diminish Their Appeal? The honeymoon period for ETFs is fading
The Motley Fool November 15, 2004	Make Your 401(k) Work Harder Take one minute to maximize your employer-sponsored retirement plan.
The Motley Fool December 1, 2006 Mary Dalrymple	Frightening Fine Print Have you checked your 401(k) fees? What looks like a small difference could have big consequences.
Real Estate Portfolio May/Jun 2001 Jack McAllister	On the Rise If 401(k) plan values are to rise to their potential, they could use a little more yeast -- in the form of REIT stocks...
The Motley Fool June 29, 2007 Amanda B. Kish	401(k) Plans Clear the Fog What increased retirement fund transparency means for investors.
Investment Advisor February 2007 Savita Iyer	Buying Access to the Big Plans For Schwab, The 401(k) Company complements the company's retirement business strategy and increases its ability to meet the needs of retirement plans of all sizes -- in particular the mega ones.
Financial Planning May 1, 2007 Weller & enkins	The 401(k) Fee Effect The costs of 401(k) accounts are eating into Americans' retirement returns. What should be done?
The Motley Fool April 25, 2007 Dan Caplinger	An ETF Strategy To Save You Money A favorite mutual fund might have a matching ETF -- with lower expenses.
The Motley Fool January 31, 2011 Dan Caplinger	ETFs You Just Don't Need Active ETFs are coming, but why buy?
The Motley Fool March 23, 2011 Dan Caplinger	Don't Blow This Millionaire-Making Opportunity The easiest and best way to get started with your retirement savings is by opening an IRA. And thanks to a quirk of the calendar, you have until April 18 this year to get it done.
The Motley Fool February 28, 2011 Amanda B. Kish	Good News for 401(k) Investors The news is good, but not good enough, when it comes to saving for retirement.
Financial Advisor December 2009 Karen DeMasters	A New Game Rule changes in 2010 for retirement plans offer advisors opportunity to help employers and their workers.
Investment Advisor July 1, 2011 Tom Lydon	ETFs At Last: The Future of 401(k)s Exchange-traded funds are beginning to attract greater attention for participant-directed individual account plans.
Real Estate Portfolio Sep/Oct 2002 Jack McAllister	After the Fall Companies are not waiting for Congress to act; instead leading firms are fixing their 401(k) plans... and real estate stocks are part of the solution.
Investment Advisor December 2007 Elizabeth D. Festa	Fighting the Good Fight on 401(k)s In his new book, Stop the 401(k) Rip Off, David Loeper rails against the hidden fees in 401(k) plans and attempts to arm participants with the ability to uncover the fees and approach their employer about offering less expensive funds in their plans.
The Motley Fool January 18, 2007 Mary Dalrymple	Retirement and Irrational Man, Part 1 If you've let your employer set up your 401(k) contributions and investments, don't assume that the default options set by your plan will guarantee a comfortable retirement.
Investment Advisor December 2006	News & Products Morningstar has introduced Morningstar Retirement Income Strategist... JPMorgan Retirement Services said that it planned to acquire Chicago-based CCA Strategies LLC... etc.
Investment Advisor July 2009 Melanie Waddell	Retirement News A new study of target-date fund investments by the Employee Benefit Research Institute... EBSA once again extends the applicability and effective dates of the final rule on investment advice...
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.
Real Estate Portfolio Jul/Aug 2002 William D. Sanders	Opening the 401(k) Marketplace It may well be that the 401(k) marketplace has the greatest potential for spurring significant growth in real estate stock investing over the next decade.
The Motley Fool November 17, 2010 Selena Maranjian	If You Don't Have a 401(k) There's more than one way to build a strong retirement.
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.
The Motley Fool January 9, 2008 Adam J. Wiederman	Why Your Teenager Won't Be Able to Retire Pimples, popularity, and puberty -- ahh, adolescence. And as if all that weren't enough, there's another issue that should be worrying adolescents, a poor retirement. But it's not too late for them to prevent a disaster.