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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.
Maximum Benefit and Contributions Limits for 2002-2011
as published by the Internal Revenue Service
Lincoln Hires DC Marketing Director
Lincoln Financial Group announced that Donna MacFarland has joined the company as Marketing Director for the Defined Contribution business.
Trade Groups Request Guidance on In-Plan Roth Conversions
The Investment Company Institute (ICI) and the American Benefits Council (ABC) have requested immediate guidance on section 2112 of the Small Business Jobs Act of 2010.
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.
Van Eck Launches Rare Earth/Strategic Metals ETF
Van Eck Global launched an exchange-traded fund (ETF) which seeks to give investors exposure to the equities of companies primarily engaged in the producing, refining, and recycling of...
Some SunTrust Stock Drop Claims Thrown Out
A federal judge in Georgia rejected claims SunTrust Banks breached its fiduciary duty by keeping company stock as an investment option in its 401(k) plan after it was...
Vendor Consolidation Helped Grow 403(b) Participant Base
Fidelity Investments reported a 20% increase over the past three years in the number of participants in its tax-exempt savings plans, which serve higher education, health care, and...
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.
Breaking Down the Retirement Risk
The retirement risk advisers think is most important for them to address is longevity.
MetLife Finds Younger Employees Concerned about Income Protection
MetLife said its 8th Annual Employee Benefits Trends Study approximately one out of two Gen Y employees does not feel very confident about their ability to make the...
Web site Offers NQDC Info
Participants in nonqualified deferred compensation (NQDC) plans have a new online education resource: the Web site myNQDC.com.
SI Report Describes Future Fund Distribution Landscape
A new study of global fund distribution features by Strategic Insight (SI) says the future holds a reduced number of blockbuster funds in a more guided architecture context.
Diversified Offers In-Plan Retirement Income Solution
Diversified Investment Advisors has a new in-plan investment option that guarantees income for life, while allowing retirement plan participants to participate in the stock and bond markets and...
Caregiving Boomers Revise Retirement Expectations
Eighty percent of baby boomers surveyed in a poll commissioned by Humana indicated they have changed their retirement expectations, with 44% expecting to work longer.
USAA Launches Funds To Address Inflation and Rising Interest Rates
USAA has launched two new mutual funds addressing inflation and rising interest rates.
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...