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dean's list
Income Tacts
As we pulled together the materials for our income tax filings this year—I was once again astounded at how much of our household income is absorbed by various...
fiduciary fitness
Protecting Yourself
How to deal with the DoL’s campaign against cross-selling (continued)
beyond (k)
Religious Differences
What advisers need to know about 403(b) plans sponsored by religious organizations
cover story
Retirement Plan Adviser of the Year
Rick Wedge, Northgate Benefits, a member firm of NRP (Novato, Calilfornia)
sales champ
Retirement Plan Adviser Team of the Year
The Prince Group, Stifel Nicolaus—Douglas Prince, Brea Dantin, Joe Copeland, Sue Platt, Deana Harmon, Ben Donathen, Jillian Grimm (Indianapolis, Indiana)
Retirement and Uninsured Medical Expenses Top Financial Concerns
A new survey found uninsured medical expenses rival retirement savings as the most pressing financial concern for Americans.
Fidelity Finds Confusion about Roth Conversion Rules
While investors demonstrated more knowledge about Roth IRAs than last year, many still do not understand the tax implications of a Roth, according to a Fidelity Investments survey.
Aon Agrees to Pay $1.8M to Settle Stock-Drop Suit
Aon Corp. has agreed to pay $1.8 million to settle a lawsuit alleging 401(k) participants lost tens of millions of dollars when Aon’s overvalued company stock price collapsed...
Stock and Bond Funds Pull in $70B in March
Stock and bond funds experienced net inflows of $70 billion in March, according to the Financial Research Corporation (FRC).
Most Americans Haven’t Recovered Portfolio Losses
While Americans haven’t quite recovered the losses their portfolios suffered amid the market downturn, they are more optimistic than last year, according to a survey commissioned by Edward Jones.
DoL Plans to Amend Target-Date QDIA Rules
The U.S. Department of Labor (DoL) has announced plans to change a 2007 mandate requiring that employers give participants more target-date fund information.
Transamerica Goes Mobile with Account Info
Participants in Transamerica Retirement Services’ client plans now have read-only access to their account information via an iPhone or iPod touch.
Poll Finds Drop-off in IRA Savings
A new Putnam Investments survey found 14% of Americans plan to fully fund an IRA in 2010, down sharply from the 23% seen a year earlier.
J.P. Morgan Brings in Millennium for Automatic Rollovers
Millennium Trust Company announced that J.P. Morgan Retirement Plan Services has chosen Millennium Trust's Automatic Rollover Solution for its clients and the clients' employees.
Cost of In-Home Care Rising Slower than Other Options
While long-term care costs continue to rise nationally, the cost for in-home care is rising at a much slower pace, according to Genworth’s 2010 Cost of Care Survey.