Search results for: a
Analysis Shows How Using Home Equity Can Help in Retirement
Americans' reluctance to use home equity to fund retirement could result in more not being able to maintain their standard of living in retirement, according to a new...
Senate Bill Would Permit Roth Conversion Within 401(k)s
A bill making its way through the U.S. Senate could make it possible to do a conversion to a Roth IRA within 401(k) plans.
Reish & Reicher Expands Attorney Roster
ERISA law firm Reish & Reicher has added another attorney to its Employee Benefits practice.
BrightScope Offers 401(k) Prospecting System for Advisers
BrightScope has linked up with Acceleration Retirement to offer prospecting and acquisition tools for retirement plan advisers.
More Workers, Retirees Turn to Financial Advisers for Help
As Americans regain confidence in their ability to retire, more workers and retirees turn to advisers for help, according to the 2010 Retirement Confidence Survey, released today by...
Ridgeworth Investments Offers Mid-Cap Education
RidgeWorth Investments said its new whitepaper highlights how a portfolio with an allocation to mid-caps had a better risk/reward relationship than a portfolio without—over both short and long...
ETFs Fared Well in February
State Street’s latest ETF Snapshot report reveals assets in the U.S. exchange-traded-fund (ETF) industry totaled $752 billion as of February 28—up $21.5 billion or 2.9% during the month.
Genworth Offers Retirement Book for Advisers
Genworth Financial Wealth Management (GFWM), a division of Genworth Financial, Inc., said its new book, “Crossing the Sea,” helps its advisers illustrate the retirement journey to their clients.
RIAs Plan to Grow Business, Use More Social Media
Almost half (46%) of surveyed registered investment advisers (RIA) are looking to social media to gain new clients, according to a survey by Rydex|SGI.
beyond (k)
403(b) aware
New 403(b) rules may offer opportunities for advisers to have a "client touch"
fiduciary fitness
457 Exemptions
IRS issues guidelines for deferred compensation arrangements maintained by tax-exempt entities or state or local governments
practice management
Reaching for the Top
Investment-only DC shops offer advisers more than just an investment menu
servicing strategies
Annuity in 401(k) Clothing
Next best thing to a pension, or just another tired solution in a box?
IMHO: Income Tacts
I don’t know if you’ve gotten to this point in your year yet, but we’ve started doing taxes in our household.
Ceridian Partners with Invest n Retire for 401(k) Offering
Two providers have teamed up to offer a new 401(k) services.
Cafaro Greenleaf Adds Adviser
Cafaro Greenleaf, an advisory firm to corporate and institutional retirement plans, has added adviser John Peters to its team.
SEC Charges L.A. Investment Firm for Ponzi Scheme against Retirees
The Securities and Exchange Commission (SEC) has filed fraud charges against a Los Angeles-based investment advisory firm and its principal for an alleged $14.7-million Ponzi scheme targeting retired...