Search results for: ike ing
Are You A Fiduciary?
"Fiduciary" is a word that is generally used in the company of ominous terms like "responsibility" or "liability." But is it a word that describes your role, and...
CFOs Say Auto Enrollment Biggest 401(k) Change after PPA
Nearly four in 10 (38%) of the chief financial officers (CFO) in a recent survey said their firms expected to add 401(k) automatic enrollment programs as a result...
Fidelity Research Launches with Retirement Strategies Perspective
A survey conducted by Towers Perrin immediately following President Bush's signing of the Pension Protection Act (PPA) found more employers are likely to maintain their defined benefit pension...
Markets, Medicine Dominate Retirement Concerns
A new survey finds that retirees are most concerned about the impact of the investment markets and an unexpected medical issue on their post-career standard of living.
DOL Unwraps New Default Investment Guidelines
On September 26, US Department of Labor (DoL) officials released a proposed safe harbor rule covering retirement plan sponsors who have default investment options for employees entering plans...
Court Approves $11M Settlement in Co. Stock Suit
The US District Court for the Southern District of Ohio has approved an $11 million settlement for a class of former employees of Broadwing Inc., which sued the...
Equity Funds Inflow Takes a Leap in August
Some equity fund offerings were comparatively hot in August as investors added a net $4.8 billion to US-based stock mutual funds, up from $738 million the month before,...
Premature Rollovers
Recent studies indicate that more than half of participants spend at least some of their retirement savings well before that date.
Time to Be Looking for Clients Who May be Looking
A study released recently by Fidelity Investments says that 69% of small businesses review their 401(k) plan at least once a year and about a quarter (26%) of...
Prospecting 101
It is almost never a good idea to waste time pursuing clients who will not be a good fit for your business, even if they do appear to...