Search results for: SCO
Living Outside U.S. May Solve Savings Shortfalls
Americans could retire up to 10 years earlier and with a higher standard of living if they did so outside of the U.S.
Commonwealth Adds Financial Planning Software to Platform
Commonwealth Financial Network has formed a partnership with PIEtech, Inc., a software developer for financial advisers.
MassMutual Makes Leadership Appointments
MassMutual promoted three executives to senior vice president.
Court Allows Accused Killer to Use 401(k) Assets for Attorney
A Wisconsin man accused of murdering his wife will be able to hire an attorney using funds from his 401(k).
Seeking Professional Financial Advice Not a Common Resolution
Despite widespread economic volatility in 2011, 80% of Americans in an Allianz Life survey said they will not focus on financial planning in their resolutions for 2012.
micro scope
Damage Control
Plans and participants in the micro market show minimal impact from hostile economy.
servicing strategies
Finding Its Place
If Roth 401(k) were a human being, he would be going through an existential crisis.
intro
Looking Glass
The end of a year is always a good time for reflection, for casting an eye back over the roads we have traveled, as we head into a...
research
Stepping Up
2011 Adviser Experience Survey—How specialist retirement plan advisers run their practices
trendspotting
Trendspotting
Stories that appeared in the Trendspotting section of the magazine and online.
BofA’s Global Research Teams Looks to 2012
Investors should expect another turbulent year of market volatility caused by a mix of heightened policy risk, political uncertainty, low growth and low interest rates.
DC Plan Account Accumulation Remained Positive Through Recession
During the period of 2005-2010 the typical defined contribution (DC) plan participant earned an average annual return of 3.76%.
Diversified Redesigns Tool to Help Participants Stay "OnTrack"
Diversified has introduced the next generation of its personalized retirement planning tool for participants.
African-American Business Owners Plan to Expand Benefits
African-American small-business owners are more than twice as likely as other small-business owners to provide more access to 401(k)-type plans within the next 12-24 months.
Waiting with Bated Breath
As financial professionals anxiously await the Department of Labor's next version of the fiduciary definition, Bradford Campbell, ERISA attorney and former head of EBSA, offered his insights today during...
Firm Offers Investment Management Solution for Smaller Employers
Retirement Desk, a firm specializing in small and mid-sized retirement plans, is offering an investment management solution.
What’s on Your DVR?
Do your political views and TV preferences align? Entertainment Weekly commissioned a survey to find out what’s popular among party lines.
Perspective: Mitigating Risks in Deferred Compensation
For many plan advisers, deferred compensation is an unexplored area of retirement services—but one that offers many potential rewards.
Deutsche Bank and Invesco PowerShares Launch ETNs
Deutsche Bank and Invesco PowerShares Capital Management, LCC launched two exchange-traded notes (ETNs).