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The Redefining of Retirement Continues

Merrill Lynch's “Affluent Insights Quarterly Survey” finds although affluent Americans are feeling more financially secure this year than last, 61% are expecting to retire later than originally planned.

Benefits and Methods of Client Segmentation

Charles Schwab issued a report today that examines how independent registered investment adviser (RIA) firms can benefit from segmenting their client base and offers strategies on how to...

IRS Announces 2011 Benefit Limits

The Internal Revenue Service (IRS) on Thursday announced that the 2011 deferral limit for 401(k), 403(b) or 457(b) plans and the federal government’s Thrift Savings Plan is unchanged...

AdvisorVision Keeps Plans in Focus

A recent upgrade to AdvisorVision monitors retirement plans and automatically alerts advisers when something in the plan requires their immediate attention.

ING Cuts Fund Expense Ratios

ING Investment Management reduced the expense ratios for the "I" shares of five of its actively managed fundamental equity funds, the company announced.

Speeding Ticket

A study released this month provides evidence to what many drivers already suspected–the model of your car likely impacts your chances of getting a speeding ticket.    

Web site Offers NQDC Info

Participants in nonqualified deferred compensation (NQDC) plans have a new online education resource: the Web site myNQDC.com.

AAG to Provide Guidance, Advice to MetLife Plans

MetLife Resources entered into a partnership with Advised Assets Group, LLC (AAG), a registered investment adviser that delivers investment advisory services to defined contribution plan sponsors and plan...