Tag: Practice Mgmt

The Department of Labor (DOL) says a bankrupt ambulance services company in LaVergne, Tennessee, failed to credit employees’ 401(k) contributions.

The Principal Deferred Income Annuity, a new product, offers a flexible premium and the option to delay the start of income payments.

The U.S. Department of Labor (DOL) is co-sponsoring a webcast to provide financial education for younger workers and college seniors.

The majority of defined contribution (DC) plan participants participating in a recent poll are interested in having a guaranteed income option.

The Plan Sponsor Council of America (PSCA) has begun its 56th Annual Survey questionnaire, which will examine trends with defined contribution (DC) plans.

David H. Dermenjian has been promoted to managing director of the investment advisory group at Mesirow Financial.

Enhanced resources on the website of Prime Advisors Inc. include portfolio access, assets under management, market updates, recent company events, industry presentations and publications.

CAPTRUST Financial Advisors has issued a position paper about financing strategies for nonqualified deferred compensation (NQDC) plans.

The past few years have seen a steady increase in real estate investments, according to Chuck Schreiber Jr., chief executive of KBS Realty Advisors.

Most defined contribution plan participants were content to stay put with their investments in March, according to the Aon Hewitt 401(k) Index.

New York Life lowered the initial premium payment for its Guaranteed Future Income Annuity (GFIA), from $10,000, to $5,000.

An online tool from Wells Fargo Retirement helps individuals create a savings plan and allows them to see their potential monthly income in retirement.

Since the release of the proposed fiscal year 2014 budget by President Obama, opinions  have differed on how retirement-related provisions will potentially affect retirement savings.

The downward trend in average expense ratios paid by investors in mutual funds continued during 2012, says a report from the Investment Company Institute (ICI).

A provision in President Obama’s Fiscal Year 2014 budget that pertains to employee stock ownership plans (ESOPs) could result in a disincentive for offering the plans.

Investment managers grew more optimistic about the U.S. economy in the first quarter of 2013, according to a survey from Northern Trust.

The economic outlook is better than investors might think, according to OppenheimerFunds.

Published reports indicate President Obama’s 2014 budget proposal will include a cap on retirement savings.

Baby Boomers close to retirement prefer protection of their retirement savings over a risky return, a survey by Allianz Life Insurance Company of North America found.