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Analyzing the Downgrade: Avoid “Panic Selling”
In what industry experts are calling “unprecedented times,” experts say it is important that investors avoid panic selling and stay focused on their long-term strategies.
HELP Committee Hearing to Address Retirement Crisis
Senator Tom Harkin (D-Iowa), Chairman of the Senate Health, Education, Labor and Pensions Committee, will convene a hearing on July 12 at 2:30 p.m. to examine the role...
Transamerica Believes MEPs Can Provide Growth for Advisers
Multiple employer plans (MEPs) can provide not only business growth for advisers, but can also help close the coverage gap in America, said Jim Kais, vice president and...
Schwab Offers RIAs Help with Segmentation
Schwab Advisor Services is introducing a consultative program, “Managing Client Profitability,” designed to help advisers grow their business through effective client segmentation.
Regardless of Risk Tolerance, Women Need to Save More
In a Bank of America (BofA) Merrill Lynch Webcast focused on women and retirement, the idea was broached that women simply need to save more money than men...
DoL to Host Spanish-Language Advice Webcast
The U.S. Department of Labor’s (DoL) Employee Benefits Security Administration will host a free Spanish-language retirement savings Webcast on June 22.
457(f) Plan Guidance Expected in 2011
Drinker Biddle says the IRS is getting ready to issue long-anticipated regulations governing Internal Revenue Code Section 457(f) plans.
EBSA Announces Fiduciary Workshop for Plan Sponsors
The U.S. Department of Labor's Employee Benefits Security Administration (EBSA) is hosting a workshop on how to correct certain fiduciary violations under the Employee Retirement Income Security Act (ERISA).
trendspotting
Trendspotting
Articles that appeared in the Trendspotting section of the magazine - this issue featured the Virtual PLANADVISER National Conference.
Sponsors Say Participants Don’t Fully Utilize Savings Tools
Nearly 83% of sponsors in a recent survey said participants are at least satisfied with retirement planning tools available to them; however, 79% also said participants do not...
BofA Takes Stock of Global Crises
Bank of America Global Wealth & Investment Management (GWIM) president Sallie Krawcheck hosted a discussion on how the crises in Japan and the Middle East may affect investors...
EBSA to Host Retirement Workshop for Women
The Department of Labor’s Employee Benefits Security Administration (EBSA) is co-sponsoring a Webcast on April 12 to help women with retirement planning issues.
Dreyfus Develops Emerging Markets Fund
The Dreyfus Corporation launched the Dreyfus Total Emerging Markets Fund.
DoL Announces “Fiduciary Responsibilities” Webcasts
The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) will sponsor “Getting It Right – Know Your Fiduciary Responsibilities” Webcasts this week.
Franklin Templeton Offers Global Investment Guide
Franklin Templeton created a guide to help advisers and their clients understand how global investments may increasingly serve as a core component within portfolio allocations
Match Reinstatement Continues to Grow
Thirty percent of plan sponsors hope to reinstate previously eliminated or reduced matching contributions during 2011, according to a study.
Wake Up Call: Helping Young People Grapple with Retirement
Merrill Lynch hosted a Webcast this week called, “It’s Your Future: What Young Americans Need to Know About Retirement,” hosted by former ABC News anchor, Charles Gibson.
BNY Mellon Asset Management Adds to Executive Committee
Gabriela Parcella is the new CEO of Mellon Capital Management Corporation, and Bart Grenier was appointed to chairman and CEO of The Boston Company Asset Management LLC (TBCAM).
Trends and Implications of Upcoming Regulations
Speaking on a Webcast sponsored by Principal Financial Group, James Delaplane, a partner at Davis & Harman LLP, examined the three major regulations coming out of Washington this year,...
Managing Disclosure Requirements, One Step at a Time
Fee disclosure regulations coming in 2011 and 2012 may seem daunting, but they also abound in opportunities.