Search results for: a
Window of Savings Opportunity Starts Closing at 35, Study Says
A new study suggests that unless an individual begins saving before age 35, they are in serious danger of facing a significant drop in lifestyle when they retire.
Antitrust Suit Against Insurers and Brokers Dismissed
A federal judge threw out an antitrust lawsuit against dozens of insurance brokers and insurers at some of the largest U.S. firms by policyholders who claimed that the...
AIG Releases Group Excess Liability Insurance Program
AIG Private Client Group has rolled out a new insurance program designed to help protect the personal assets of highly compensated individuals.
Individual Retirement Advice Tool Launched
Still River Retirement Planning Software Inc. has released a retirement planning tool for individuals who are approaching retirement or already retired that provides advice based on a wide...
IMHO: The 80/20 Rule
Sooner or later in your career, you are exposed to the 80/20 rule or, as purists term it, the Pareto principle.
IMHO: The 80/20 Rule
Sooner or later in your career, you are exposed to the 80/20 rule or, as purists term it, the Pareto principle.
Retirement Planning High on Advice Agenda
Married men and women participating in a recent survey agreed that the top two reasons for turning to a financial adviser are to prepare for retirement (58% of...
Personal Savings Increase Needed to Offset Lack of Pensions
A report from the Government Accountability Office (GAO) suggests that workers need to better prepare for the growing deficit from federal programs and the declining coverage of employer-provided...
Perspective: Seven Habits of Highly Ineffective Retirement Plan Advisers
This is the first in a series of eight columns, appearing the first Thursday of each month, by Matt Smith, managing director of retirement services with Russell Investment...
Only Half of Eligible Employees Participate in Tax-Favored Retirement Plans
Overall participation in tax-favored retirement plans remained stable at 50% between 2000 and 2003, a participation rate slightly less than in 1997, according to a new report from...
AXA Distributors Launches Retirement Savings Campaign
AXA Distributors is launching a new advertising campaign in an effort to help advisers who sell annuities spur interest in retirement savings among their clients.
Wisdom Tree Aims to Bring ETFs to 401(k)s
WisdomTree Investments has created a business unit focused on delivering exchange traded funds (ETFs) to the 401(k) marketplace.
JennisonDryden Selects New Leader for DC Mutual Fund Expansion
Prudential Financial, Inc.’s mutual fund family JennisonDryden has named Michael Rosenberg, formerly of Goldman Sachs, as its senior vice president to lead Prudential’s mutual fund expansion in the...
Franklin Templeton Offers Adviser Guidance on Directed Trusts
A new white paper released by Franklin Templeton Bank & Trust provides guidance to advisers about using directed trust services to retain management of assets of affluent baby...
Securian Offers Managed Account Using ETFs
Securian Financial Services has unveiled a managed account product that uses exchange-traded fund (ETF) index investments along with strategic and tactical asset allocations.
XShares Adds Health Care ETFs
XShares Advisors LLC announced that two more of its HealthShares ETFs began trading Tuesday on the New York Stock Exchange (NYSE).
New MassMutual Group Broadens Retirement Income Strategy
MassMutual Financial Group is expanding its presence in the retail retirement accumulation and retirement income market with the creation of MassMutual Retirement Income (MMRI), which integrates the firm’s...
IMHO: Another One Bites the Dust?
When Fidelity announced this last week that it was dropping its pension plan, it drew my attention.
Annuities Need to Be Part of Holistic Retirement Income Plan
Although qualified annuity sales are increasing, most of them are coming from IRAs, not 401(k) distributions.