| Similar Articles |
|---|
 |
Financial Planning
September 1, 2009
Donna Mitchell |
Savings Recouped A new report from the Employee Benefit Research Institute says that American families are going to need to drastically increase their savings, work longer or significantly decrease their spending in retirement if they hope to make ends meet.   |
Financial Advisor
November 2012 |
Retirement Plan Participation Down Over 18-Year Period The share of U.S. families with a member participating in any employment-based retirement plan declined during the period from 1992 to 2010, according to the Employee Benefit Research Institute |
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. |
Investment Advisor
January 2009
Kara P. Stapleton |
Retirement Planning News & Products A recent study finds that the average 401(k) plan balance has dropped 14% in 2008... Does the state where you live affect the likelihood that you will be a participant in a retirement plan?... JPMorgan Funds launches Target Date Navigator... |
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. |
Registered Rep.
March 13, 2012
Jerry Gleeson |
EBRI Study: Americans More Pessimistic About Retiring Well, Fewer Going To Advisors Saving for retirement, and using a financial advisor to provide help in planning for the golden years, are a low priority for American workers, an annual survey by the Employee Benefit Research Institute says today. |
HBS Working Knowledge
September 6, 2005
Ann Cullen |
The Best Place for Retirement Funds Harvard professor Daniel Bergstresser says that households with substantial assets in both taxable and tax-deferred accounts (TDAs) should be thinking about where to hold them, specifically, inside or outside of tax-deferred accounts. |
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. |
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. |
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 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. |
Registered Rep.
March 18, 2014
Diana Britton |
The Retirement Illusion Retirement confidence is rebounding after a seven-year decline, with 18 percent of workers now very confident in their financial security in retirement, up from 13 percent in 2013. |
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? |
Financial Advisor
December 2003
Jeff Schlegel |
Qualified Plans Rock Through Bear Market The rising demand for advice is changing the 401(k) business. |
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. |
Investment Advisor
July 2006 |
Retirement Planning: News & Products Hoping to serve as a "catalyst for change," the Center for Retirement Research at Boston College has some bleak news for Americans... MassMutual recently unveiled the Retirement Management Account (RMA)... etc. |
Financial Planning
December 1, 2010
Craig L. Israelsen |
The Responsible Investor Investors who rely on portfolio performance to do the heavy lifting (that is, to make up for insufficient contributions during their working years) will usually fall into the trap of having too much equity exposure and therefore be exposed to too much risk. |
Investment Advisor
September 2006
Melanie Waddell |
Retirement Planning: Some Good News on Pensions Advisors praise the new Pension Act. |
Registered Rep.
June 14, 2013
Mark Miller |
The Voice of Reason for Jittery Employers A growing number of employers are worried that their workers won't be prepared to retire. For advisors who consult with workplace plans, the heat is on. |
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
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. |
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. |
On Wall Street
August 1, 2012
E. Thomas Foster Jr. |
Reviewing Retirement Plans Can Reduce Risk In the retirement plans marketplace financial advisors can provide tremendous value for business owners by reviewing the inner workings of 401(k)s and other defined contribution retirement plans for potential risks and overall effectiveness. |
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. |
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. |
Registered Rep.
November 28, 2014 |
Retirement Planning: The View from Vanguard The dramatic shift by retirement savers to passive investing means financial advisors will spend less time in the future picking stocks, and that leads to questions about new ways to add value. |
The Motley Fool
August 4, 2009
Dan Caplinger |
This Secret Will Get Your 401(k) Growing Again Even though the current rally has still left stocks far below where they were at the end of 2007, many investors have finally started to see green in their 401(k) accounts. |
Financial Advisor
September 2009
John Carl |
Your Clients' Retirement DNA Understanding a client's many savings plans, as well as her career path and investment choices, means you're ready to analyze how she's uniquely positioned for retirement. |
The Motley Fool
January 25, 2007
Mary Dalrymple |
Retire in Poverty? Reverse the deteriorating retirement trend by saving more now. |
Registered Rep.
August 12, 2011
Diana Britton |
Retirement Income Fever The industry has responded to the great wave of retirees that has just begun with an increased focus on creating retirement income streams -- successfully. It's always a tough feat, what with expanding life expectancies and estimating health care needs far out in the future. |
BusinessWeek
June 6, 2005
Laura D'Andrea Tyson |
Retirement Savings: A Boost For The Needy Government matching would give IRAs a shot in the arm to boost retirement savings, even among middle- and low-income households. |
Financial Planning
September 1, 2012
Marsh et al. |
Hot Topics Investors fret about retirement finances... Women face retirement income glass ceiling... Millionaires bullish on economy's future, despite real estate woes... |
Investment Advisor
October 2008 |
News & Products, October 2008 Health insurance coverage continues to decline... Fees have become the No. 1 reason retirement plan sponsors switch providers... Spectrem report finds that only 38% of workers contribute 6% or more of their salaries to their 403(b) retirement plan... |
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
January 19, 2007
Brian Lawler |
Should We Sweat Our Savings Rate? Do the savings statistics accurately portray an overspending American consumer, or is it just another financial illusion? |
Registered Rep.
January 11, 2013
Mark Miller |
Here Come the Boomer Biz Owners There are 12 million baby boomer business owners, and they're about to retire. Trillions of dollars may be on the table for advisors able to help them transition. |
Financial Planning
July 1, 2008
Donald Jay Korn |
You Gotta Have a Plan By itself, a retirement plan sponsored by a small business or a professional practice might be modest, with $1 million or less in assets. By pursuing several plans, though, advisors may discover that "real money" is attainable. |
CFO
May 1, 2007
Russ Banham |
To Rollover, or Not? Why retirees should think twice before shifting 401(k) assets into an IRA. |
Financial Planning
December 1, 2011
Danielle Reed |
Alternative Benefits Defined benefit plans have relied on a much broader range of asset classes and have historically outperformed defined contribution plans, says Bill McDermott, head of defined contribution services at Goldman Sachs Asset Management. |
Investment Advisor
June 1, 2011
Melanie Waddell |
Experts Dispute GAO Study That 401(k)s Only Benefit the Wealthy Some observers of the retirement planning scene are taking issue with a recent GAO report which suggests that retirement plans like 401(k)s disproportionately benefit higher income workers. Dallas Salisbury of EBRI and Brian Graff of ASPPA dissect GAO study on the topic. |
Registered Rep.
June 1, 2012
Mark Miller |
Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference. |
Financial Advisor
July 2004 |
Commonwealth Offers Retirement Plans For Small Businesses and More Each plan type has no proprietary requirements and is available in both single and multi-fund platforms... NewRiver Launches FundPOINT Desktop... Bear, Stearns System For Advisors... Standard & Poor's Bond Pricing Service... etc. |
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
August 26, 2011
Dan Caplinger |
4 Reasons to Stiff Your Retirement Accounts Sometimes, it's smarter to keep money available. |
Registered Rep.
November 16, 2010
Alan Lavine |
Growth Opportunities: Immediate Annuities And Qualified Retirement Plans There's a window of opportunity for financial advisors to build business: They can use annuities available in 401k plans to help workers with their post-retirement income. |
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.
November 1, 2002
Pamela J. Black |
How to Be a Retirement Planning Hero Fixing a client's retirement plan (to the extent possible) may be the best opportunity brokers have today to create new business. |
The Motley Fool
August 19, 2010
Selena Maranjian |
Social Security? Dream On You just can't count on this particular safety net. |
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. |
Financial Planning
February 1, 2006
Marshall Eckblad |
401(k) Status Report Fidelity's numbers and the state of 401(k) accounts. |
