regulatory radar
Traps for the Unwary
Advisers need to get to work now to comply with new Form 5500 requirements
Tag: Participants
retirement income
Funding a Carefree Retirement
Retirement income solutions aim to find ways for savings to keep working so retirees can relax
cover story
Migrating Money
Capturing rollovers can be made easy with the help of a solutions provider
research
Size Matters
Benchmarking a plan against comparable ones gives you a true indicator of success
intro
Through the Looking Glass
As 2009 rolled in, I think there were hopes that the financial services world would say goodbye to the problems of 2008.
dean's list
“Beta” Test
After months of research, informal talks with vendors, and not a few inquiries to a few “trusted advisers,″ just before Christmas, we finally made our decision: We bought...
Financial Advice More Wanted Than Workout Advice
People want financial guidance in planning for retirement and they want their adviser to tell them what they should do, but they want to retain personal responsibility for...
Census Report Could Clue Advisers in to Opportunities
A report released by the U.S. Census Bureau on Wednesday provides information on new businesses and payroll that may aid advisers in finding new clients.
Are City Folk Less Trusting Than Country Folk?
When it comes to social trust, there's a significant difference between living in the city and the country - it's just not entirely clear why.
Workers under 35 Interested in Investment Advice
Younger participants are more likely to want advice about in choosing their investments, but those in the $50,000 and under income bracket are the most likely (37%) to...
Financial Advisers Important to Millionaires
The main reasons millionaires turn to financial advisers are to get a recommendation from a trusted person, to reach a certain level of wealth, and to start planning...
Women Have Disconnect in Saving for Retirement
Although a majority of women (72%) say retirement is their primary investment goal, almost half of them (48%) do not participate in a retirement savings plan and 60%...
Relationship with Financial Adviser Benefits Women
Approximately half (51%) of women who work with a financial adviser consider themselves “very financially secure″ in their current situation, while only 31% of those without an adviser...
Participants Not Confident in Investing Abilities
Seventy-three percent of plan participants surveyed said they are not overly confident in their investing abilities, according to The Scarborough Group, provider of investment advice and allocation management...
Caregivers Tap Retirement, Other Sources, to Cover Expenses
Many Americans who are caregivers for ailing family or friends frequently have to pay for it by tapping their retirement savings, according to a new John Hancock Life...
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...
Consider Boomer Subgroup When Targeting Communication
To help marketers more accurately target the baby boomer generation, the market research firm of Chadwick Martin Bailey (CMB), in conjunction with Arnold Worldwide, concluded a study by...