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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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
January 1, 2006
Lawson & Bloom
A Hybrid Future Financial advisers should learn how the new DB(k) plan could make retirement offerings easier and more affordable for small-business owners. mark for My Articles similar articles
Financial Advisor
July 2005
Jeff Berends
Big Savings For Small Employers Individual defined benefit plans are appealing to the self-employed. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
June 23, 2006
Dan Caplinger
Retirement Planning for Small-Business Owners Business owners are uniquely placed to take advantage of some retirement-plan options that most employees don't get to choose from. mark for My Articles similar articles
The Motley Fool
October 20, 2006
Dan Caplinger
Are You a Bad Investor? Learning about investing and financial planning isn't always easy, but it's part of being a responsible adult member of society. Workers owe it to themselves to take advantage of the numerous options at their disposal to help them make the most of their savings. mark for My Articles similar articles
The Motley Fool
February 24, 2009
Dan Caplinger
The Trend That Could Save Your Retirement One type of defined benefit plan, known as the cash balance plan, has gained growing popularity among employers wanting to do more for their workers. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 5, 2005
Tom Taulli
Small Business, Big Nest Egg Small-business owners have many retirement-plan options, for themselves and their employees. But retirement plans are far from simple. Which one is right? mark for My Articles similar articles
AskMen.com
Jeff Wuorio
Workplace Retirement Plan Far too many people stumble toward retirement with too little money. Understanding and taking advantage of your workplace retirement program can keep you from joining them. mark for My Articles similar articles
Investment Advisor
August 2007
Melanie Waddell
Insuring a Secure Retirement A retirement planning strategy that was popular in the 1980s but fell out of favor is being revived: using life insurance to create personal, defined retirement income, much like a defined benefit plan. mark for My Articles similar articles
Registered Rep.
September 1, 2004
Tracy Byrnes
Flying Solo Defined-benefit plans are making a comeback --- but with a twist. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
July 1, 2006
Tom Foster
Small Plans, Big Gains Becoming an expert in small-business retirement plans could create a big future for your financial advisory clients. mark for My Articles similar articles
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... mark for My Articles similar articles
Entrepreneur
June 2010
Rosalind Resnick
A Better Plan for Not Working Start early to set the best course for retirement -- no matter how far off it may seem. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
September 2007
Alan Lavine
Looking For Certainty Sponsors of 401(k) and 403(b) plans want employees to draw a stable source of retirement income from them. But it's a daunting task to manage a portfolio of mutual funds while withdrawing money, based on government-mandated minimum distribution rules. A few plan sponsors already have begun adding income replacement funds to solve this problem. mark for My Articles similar articles
The Motley Fool
January 18, 2011
Dan Caplinger
Use This to Rescue Your Retirement Companies are starting to match 401(k) contributions again -- and smart workers can take advantage of their willingness to help them rescue their retirement while that help is still available. mark for My Articles similar articles
The Motley Fool
December 13, 2006
Dan Caplinger
Risky Business for Small Companies For many small businesses and their employees, employer-sponsored retirement plans remain an unfulfilled dream. mark for My Articles similar articles
The Motley Fool
February 23, 2007
Mary Dalrymple
401(k) Funds on Walkabout What you should know about the rules governing your 401(k) contributions. mark for My Articles similar articles
Knowledge@Wharton How Well Do 401(k) Plans Work, and Who Benefits Most From Them? Do problems with 401(k)s still appear as bad as they did last winter? Should the system be left alone, merely tweaked, or overhauled -- perhaps converted to a kind of Super-IRA that would solve Enron-type problems by removing the employer from the process? mark for My Articles similar articles
The Motley Fool
November 18, 2004
Selena Maranjian
We've Left $30 Billion on the Table Why make saving for retirement harder than it already is? mark for My Articles similar articles
The Motley Fool
February 23, 2009
Dan Caplinger
Is Your 401(k) a Ponzi Scheme? While 401(k) plans definitely have their flaws, the idea that they're a complete ripoff for investors is a huge exaggeration. mark for My Articles similar articles
Financial Advisor
September 2004
Marla Brill
The One-Person 401(k) Takes Off A new retirement plan entry has advantages over IRAs. mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
September 2006
Mark Henricks
Nest Egg Nudge Add value to your business with an employee retirement plan. mark for My Articles similar articles
Investment Advisor
September 2006
Melanie Waddell
Retirement Planning: Some Good News on Pensions Advisors praise the new Pension Act. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 26, 2011
Dan Caplinger
How Fighting Back Will Make You Richer Because some workers have been willing to take a shot and fight their employers over problems with their 401(k) retirement plans, millions of workers around the country may see the impact mark for My Articles similar articles
The Motley Fool
February 7, 2005
Rich Duprey
Retire the IRS Way? Regulation proposal will offer sweeping overhaul of 403(b) plans. Feb. 14 deadline for public comment nears. mark for My Articles similar articles
Investment Advisor
June 2010
Marlene Y. Satter
Insurance Update: Easy Monthly Payments (for Retirement) Nationwide's suggestions for retirement income: annuities in 401(k) plans. mark for My Articles similar articles
Financial Advisor
September 2006
Raymond Fazzi
Whose Advice Is It Anyway? A provision of the Pension Protection Act would directly impact the financial planning field by encouraging employers to provide advisors for their 401(k) participants. But who exactly will be doling out that advice? mark for My Articles similar articles
Job Journal
September 11, 2005
Michael Kinsman
Career Pros: Pensions Get Shortchanged It's time to take a close look at your retirement plans and take a more active role in managing them. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
September 1, 2013
Donald Jay Korn
Are Unmatched 401(k) Contributions a Good Idea? Without an employer contribution, some clients may do better skipping the 401(k) plan and putting the money elsewhere. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
August 1, 2007
Len Reinhart
Role Reversal The financial planning industry will have to meet the challenge of creating and managing portfolios that outlive their owners, provide inflation protection and guarantee financial peace of mind in the retirement years. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
September 8, 2006
Ryan Popple
Beware the Botched 401(k) While 401(k)s offer more control and impressive tax benefits, they also chronically underperform managed pension funds. We are going to need our 401(k)s for our future financial security, and we have to do a better job of managing them. mark for My Articles similar articles