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Teachers Ahead of the Pack in Retirement Planning
Teachers as a group have better savings habits and are more likely to work with financial advisers than the general population, according to a recent study.
Study Says Pre-Retirement Connection Key
Connecting with baby boomers while they are still in their working years is critical to establishing relationships for advisers, according to the third annual Lincoln Long Life Survey...
Small Biz Owners Clueless on PPA
A recent poll of 507 small business (companies with 50 employees or fewer, including one-person, owner-operated businesses) owners or CEO’s/Presidents commissioned by ShareBuilder 401(k) found that many small...
Households Will Look to Consolidate Adviser Relationships: Study
A new report claims that many US households will decide to consolidate their assets with a single adviser in order to better address the challenges they face in...
EBRI: Women Edge Out Men in Retirement Plans
Women ages 21 to 64 have a slight edge when it comes to saving for retirement in an employer plan, according to a new study.
Affluent Women Give Raspberries to Seminars, Newsletters
If you're interested in building out your business to affluent women, consider yourself forewarned.
Map Quest
Mapping funds remains one of the central issues in maintaining 404(c) compliance
From the Front Lines
Front-line experiences to help you experience the normalcy of a "normal" day
Pay Check
Sometimes, tracking your income can be the hardest part of serving the retirement plan market
Buddy System
Retirement plan relationships are evolving from a casual give-and-take toward something more formal
Will ETFs Catch On With 401(k) Plans?
The most alluring feature of ETF-based retirement accounts is their cost advantage. Darwin Abrahamson, CEO of Invest n Retire in Portland, Oregon, and a 401(k) innovator, contends he...
Inside: Exchange Traded Funds
Exchange-traded funds, or ETFs, appear to be enjoying a resurgence in popularity among 401(k) providers.
Panel Says "Flaw-ridden" DC Model Needs Help
Current trends are leading to an emerging generation of longer-working individuals forced to become personal
Are You A Fiduciary?
"Fiduciary" is a word that is generally used in the company of ominous terms like "responsibility" or "liability." But is it a word that describes your role, and...