Search results for: ike ing
Focus on Plan Fees and Revenue Sharing to Continue (Part 2)
Advisers should be proactive on helping their clients understand their plan fees in the coming year.
IMHO: Committed Relationships
Advisers in the retirement plan industry make a difference
Focus on Plan Fees and Revenue Sharing to Continue
Retirement plan advisers can anticipate a continued focus on fee transparency in the coming months.
Are YOU an E-Mail E-ddict?
It used to be that a messy desk was considered to be the sign of a cluttered and inefficient mind (at least by so-called efficiency experts).
ETFs and Income Growing Components of Portfolios
Investors increasingly turn to income investments and exchange-traded funds (ETFs).
Financial Advice Underutilized in Retirement Planning
Only 10% of U.S. adults planning to retire have worked with a financial adviser to develop a plan.
Most in Gen X Saving for Retirement but Not in IRAs
Generation Xers might be more likely to save for retirement if IRAs were simpler.
More DC Participants Means More Questions
An anticipated 20% increase in defined contribution (DC) participants between 2007 and 2011 means a pool of 9.6 million people with potential questions regarding their plan, according to...
IMHO: “Never, Ever″ Land
It’s an undisputed fact that the vast majority of retirement plan participants never rebalance their accounts.
Trading Analysis Leads to Auto 401(k) Rebalancing Call
A new study suggests that automatic portfolio rebalancing programs can make a significant contribution to retirement savings.
Fidelity 06 Earnings Down 11.3% in Competitive Market
Fidelity Investments reported that its 2006 net income was off by11.3% - its first profit drop in four years - as it scrambled to keep up with rivals,...
Traditional Retirement Products Being 'Phased' Out
New retirement income products must emerge to fit new retirement models.
Annuities Are an Anti-Depressant
People with annuities show fewer symptoms of depression.
Retirement Plan Participation Declines
Despite steady access to retirement plans, the number of working family heads that participated in their employer’s retirement plan dropped more than 2 percentage points from 2001 through...
ETFs, Lifecycle Funds May Be a Winning Combination
Two hot retirement plan trends appear to be converging in a way that could dramatically alter the investment management complexion of 401(k) plans: exchange-traded funds and lifecycle funds.
IMHO: An Inconvenient Truth
There appear to be two great debates of our time—Is global warming (oops, I mean global climate change) real? and How much do people need to save for...
Bad Behaviors Thwart Performance
Recent research from UBS Global Asset Management suggests that when individual investors pursue performance over portfolio discipline, they underperform the market – and their own investments.
A Valentine’s Day Primer
Regardless of your relationship status, Valentine’s Day is coming – and for those of you in some kind of committed relationship (or wanting to be), here are some...
Start Early, Save Much for Savings Success
Apparently, the conventional wisdom is right: the earlier you start saving, the more you save and the more generous market return you enjoy, the larger nest egg you...