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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.  |
Financial Planning May 1, 2007 Elizabeth O'Brien |
White Paper The fund industry often analyzes the performance of target-date funds using incorrect assumptions about participant behavior. Investors contribute less to funds, and contribute more erratically, than is generally believed.  |
Financial Advisor December 2003 Jeff Schlegel |
Qualified Plans Rock Through Bear Market The rising demand for advice is changing the 401(k) business.  |
Investment Advisor January 2007 Savita Iyer |
DC Advisor-Sponsor Matchmaker The relative lack of corporate advisors is a result of inertia on the part of plan sponsors; despite pronouncing themselves dissatisfied with their retirement plans, plan sponsors do not take the easy step of finding a new advisor.  |
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.  |
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.  |
Financial Planning April 1, 2012 Donna Mitchell |
The BIG Fix Familiar as 401(k)s are, planners love to hate them, and they'll readily cite long lists of faults with the plans themselves, as well as the way the $2.8 trillion 401(k) industry operates.  |
Investment Advisor April 2007 James J. Green |
Retirement Planning Balancing Act Being a financial advisor who focuses on selling and servicing corporate 401(k) plans is a matter of balance.  |
Investment Advisor February 2007 Savita Iyer |
Taking Advantage of the Pension Protection Act Financial advisors need to understand fully what the Pension Protection Act means and how it pertains to their business.  |
Financial Advisor June 2012 |
LPL Financial Launches Rollover Program LPL Financial is launching a new platform to help advisors increase their retirement business by serving more individuals rolling over their 401(k) plans.  |
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...  |
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 November 2010 Alan Lavine |
New Opportunities With 401(k)s Participants are making asset allocation mistakes, even though most plans offer a good selection of investment options.  |
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.  |
Investment Advisor September 2009 Melanie Waddell |
Retirement News 401(k)s, 529s, and savings rates  |
Registered Rep. March 16, 2012 Jerry Gleeson |
Polls: Current Financial Concerns Trump Planning for Retirement The glum outlook for American retirement appeared little improved with the release this week of two separate reports that showed continued worker skepticism about their prospects.  |
Financial Advisor March 2012 Juliette Fairley |
More 401(k) Avenues Demand is increasing for advisors who can help companies with their retirement plans.  |
Registered Rep. February 9, 2012 Jerry Gleeson |
RIA Rising: Employees Dig a Tad Deeper for 401(k) Contributions Last year's market volatility apparently didn't discourage retirement savers from sticking to their plans, but it didn't encourage more frugality either.  |
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...  |
Financial Advisor June 2011 Jerilyn Klein Bier |
Tapping 401(k) Opportunities Financial advisors in the 401(k) space are optimistic about future prospects in a shifting regulatory landscape.  |
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.  |
Investment Advisor July 2005 |
Assessing the Roth 401(k) It may not be around forever, but there are real benefits for the next decade.  |
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.  |
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.  |
Financial Planning November 1, 2011 Donna Mitchell |
The 411 on 401(k)s Retirement planning is no simple task - but it just got a little easier. A growing number of specialized firms have started digging deep into retirement plan documents to unearth competitive details about how the plans work.  |
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.  |
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.  |
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  |
CFO February 22, 2005 John P. Mello Jr. |
Match Game Companies are making strategic use of 401(k) matching contributions, but are they toying with their employees' retirement?  |
Registered Rep. October 1, 2006 Kevin Burke |
60 Seconds with...David Tyrie A short interview with the head of Putnam's retirement services unit, who works directly with 401(k) sponsors and financial advisors.  |
Investment Advisor June 2008 Melanie Waddell |
Retirement Planning at Envestnet The former president of Ibbotson plans 401(k) advice platform for Envestnet Asset Management's newly established Retirement Services Group.  |
Investment Advisor September 2006 |
Retirement Planning: News & Products While the majority of employers have been slow to adopt Roth 401(k) plans, a number of employees will indeed sign up... New York Life Insurance Company recently introduced Custom Whole Life Insurance... etc.  |
Registered Rep. July 24, 2012 Jerry Gleeson |
Fee Disclosure - Can You Handle the Truth? New federal rules are forcing advisors to spell out what they're charging for running 401(k) plans and what their clients are getting for the money. It could lead to some difficult conversations.  |
On Wall Street December 1, 2009 Geoffrey Stiff |
When Your Client's Retirement Plan Is Washed Away, You Can Rebuild it Investors who are close to retirement are emerging from their storm cellars to assess the damage their retirement portfolios suffered during last year's financial tornados.  |
CFO April 1, 2006 David M. Katz |
Sprucing Up the 401(k) With other retirement vehicles in dire shape, plan sponsors are rethinking their defined-contribution offerings.  |
On Wall Street September 1, 2012 Elizabeth Wine |
Financial Advisors Turn to the 401(k) Market for More Business Advisors look to 401(k) plans as fertile ground for business.  |
Knowledge@Wharton May 21, 2003 |
Will Baby-Boomers' Retirement Years Go Bust from a Lack of Savings? A recent Pension Research Council conference looked at factors that influence participation in retirement-savings plans. Why do people save less than they should? How can pension plans be structured to improve participation?  |
CFO May 15, 2012 David McCann |
Will These Investments Catch On? Why the government's proposals for encouraging "longevity annuities" may not impress many 401(k) plan sponsors.  |
Financial Advisor December 2007 Jeff Schlegel |
The Changing Face Of 401(k) Plans The 401(k) plan has become a bedrock of the American retirement account, but its foundation is becoming increasingly fluid with evolving rules, products and attitude shifts that add choices -- and complexities -- for plan participants and their sponsors.  |
Investment Advisor October 2006 Melanie Waddell |
ETFs for 401(k)s Are OK Plan sponsors should refrain from using stable value funds as default options in 401(k) plans. Plan sponsors should instead offer participants an option that provides long-term growth, like a mutual fund that invests in ETFs.  |
Investment Advisor November 2005 Melanie Waddell |
Take Your Pick Retirement plan providers are tempting advisors with numerous products and services.  |
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.  |
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.  |
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.  |
Financial Planning September 1, 2013 Ilana Polyak |
For Advisors, a Big 401(k) Opportunity As regulatory scrutiny of plans increases, advisors are in the sweet spot to capture new business.  |
Financial Advisor October 2, 2009 |
Advisor Emporium Products of interest to advisors: LPL Launches retirement plan program... MassMutual captures retirement sales... Morristown Financial Group is launching Advisor AdvantEDGE... SAM adds sustainable investments... EPH China fund is created... more...  |
The Motley Fool December 15, 2010 Selena Maranjian |
Who's in Line for a Better Retirement? Some 401(k) plans are much more powerful than others.  |
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?  |
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...  |
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.  |