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Fund Investors Shun Stocks Despite Rally

Monday, 15 March 2010
Investors continue to be risk averse––shunning stocks in favor of bonds––and paying the price.

New Rules Likely To Shake Up IRA Advice

Sunday, 07 March 2010
The Department of Labor's push to expand the availability of objective investment advice will likely shake things up for brokers who advise clients on individual retirement accounts.

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Proposed 401(k) Reforms Stir Debate

Tuesday, 02 March 2010
Financial advisors and others disagree dramatically on whether proposed new rules governing 401(k) advice will help or harm investors.

New 401(k) Transparency Rules Proposed

Monday, 01 March 2010
The U.S. government has proposed regulations designed to enhance transparency for millions of workers covered by 401(k)s, pensions and other retirement plans.

How Fees Affect Your Clients' 401(k) Plans

Thursday, 18 February 2010
The kind of 401(k) plan that a client has can make a difference in how well-positioned she is for retirement.

12 Traps With Roth IRA Conversions

Monday, 25 January 2010
Roth conversions can trigger unintended tax traps and financial problems that are not being addressed in the mounds of 2010 Roth conversion information.

More Advisors Focusing On 401(k) Business

Monday, 25 January 2010
Here's how this advisor and others plan to grow their advisory businesses in 2010: focus on 401(k) clients.

Gender And Retirement Plans

Tuesday, 05 January 2010
How does gender affect the likelihood of participating in a retirement plan?

401(k) Auto-Enroll Has Unintended Impact

Tuesday, 22 December 2009
While automatically enrolling employees into 401(k) plans increases participation, it also may have some unintended side effects.

Retirement: It's Back To Basics For Many

By Bruce W. Fraser - Monday, 14 December 2009
Americans are thinking less about a dream retirement and more about meeting basic needs. They especially are asking how to have a guaranteed income stream for retirement.

Creative Risk Mitigation

Friday, 04 December 2009
This advisor found some novel ways to help a client deal with a concentrated stock position.

New Pension Option For Small Biz

Monday, 30 November 2009
Small businesses will get a new retirement savings option in 2010—the DB(k). Adoption is expected to be slowed, however, by the sluggish economy and missing regulatory details.

Ruling A Boost For 401(k) Fee Lawsuits

Tuesday, 10 November 2009
The tentative settlement of a lawsuit against Caterpillar Inc. over 401(k) fees could signal that this type of litigation will not disappear.

Commonwealth Offers Retirement Plan Consulting

Thursday, 24 September 2009
Commonwealth Financial Network has launched what it calls the industry’s first fully independent, fee-based retirement plan consulting platform.

Two Pension Groups Unite

Tuesday, 22 September 2009
Two national pension organizations announced plans to combine operations, while at the same time keeping their individual identities.

401(k) Participants Remain Diligent, Vanguard Says

Friday, 21 August 2009
Participants in 401(k) plans have shown little signs of panic, despite deep market losses and the uncertain economy, according to Vanguard.

Retirement Balances Slumped Roughly 15% During Downturn

Monday, 10 August 2009
Account balances in 401(k) and IRA/Keough plans sank at least 15% from year-end 2007 through mid-June 2009, according to recent data from the Employee Benefit Research Institute (EBRI).

Recession Changing Affluent Behavior

Monday, 22 June 2009
U.S. economic woes and stock market volatility have prompted changes in the investment and social behaviors of high-net-worth Americans, says a new survey of CPA financial advisors.

55 And Older Face Tough Road To Make Up Investment Losses

Thursday, 18 June 2009
People age 55 and older face much bigger challenges in making up the 401(k) account balances they’ve lost over the last 18 months than do those under 30, says a new report.

Half Of Americans Fear Retirement Shortfall

Monday, 15 June 2009
Months after the collapse of the financial markets, about half of Americans surveyed said they were concerned about falling behind in their attempt to save for retirement.


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Managing Retirement Income: Part III

An investment in stocks of companies that provide both high- and growing-dividend income can benefit a retirement portfolio undergoing the duress of withdrawals.

Overlooked Lending

Small business owners remain caught in a credit squeeze. Here's how advisors may be able to be able to help such clients.

Getting Technical

Few financial advisors go into business because they love spending time thinking about their back-office and technology, but often find themselves dealing with too many back-office distractions. Yet streamlining your practice doesn't have to be difficult.

A New Plan

A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.

Managing Retirement Income: Part II

Some retirees don't realize that their spending plans are too simple—and flawed. An "endowment" spending policy may be a better choice.

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