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Selling Points
Insights from the Retirement Plan Adviser and Adviser Team of the Year finalists
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Straight from the Source
Insights from the PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year finalists.
Perspective: Emerging Challenges for Plan Management
There’s a growing recognition that retirement plan managers are under the gun because of new legislation as well as increases in employee mobility and auto-enrollment.
Chernoff Diamond Joins M Financial Group Member Firms
M Financial Group announced that Garden City, New York-based Chernoff Diamond&Co., LLC, has become a Provisional Member Firm.
Retiree Health-Care Costs $225,000
A 65-year-old couple retiring in 2008 will need approximately $225,000 to cover medical costs in retirement, according to new Fidelity Investments data.
investment-oriented
Exchange Rates
ETFs continue to be touted as the next best investment for retirement plans, but they are slow to gain traction
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Migrating Money
Capturing rollovers can be made easy with the help of a solutions provider
Perspective: Turning Automated Rollovers into a Win-Win
As U.S. workers continue to change jobs at an unprecedented rate (experts say it’s now up to 20 percent annually), the retirement accounts they leave behind with previous...
Key in Target-Date Funds: Diversity and Downside Protection
A new research paper about target-date funds finds that the most effective designs include extended and alternative assets and remain highly diversified for the entire investment horizon.
Bramlett to Lead BenefitStreet
Jerry Bramlett, founder/CEO of The 401(k) Company, has been named as President and Chief Executive Officer at San Ramon, California-based BenefitStreet, Inc.
Many Wealthy Business Owners Don’t Have Succession Plan
The majority of wealthy business owners have no succession plan in place, but many want to keep working.
EBSA: Fiduciaries on Hook for Collecting Plan Contributions
Federal regulators have released new guidance that asserts that a named or functional fiduciary who has authority to appoint a plan’s trustee(s) must make sure the proper party...
Merrill Buys Back Subprime-Backed Securities from MA City
Merrill Lynch&Co. has bought back from the city of Springfield, Massachusetts, collateralized debt obligations (CDOs) that included subprime mortgages.
dean's list
“Broken” Record
There's been a lot of press devoted lately to the "failure" of the 401(k)
retirement income
Funds Move to the Next Level
New mutual fund products aim to help investors in the decumulation phase
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The World Turned Upside Down
The current turmoil threatens broker/dealers as more advisers think about going independent—when the market improves