Retirement Planning

Displaying 7913 results
RETIREMENT RETIREMENT PLANNING SEP 15, 2008
The cost of cashing out

If employees knew how much cashing out their plan when getting laid off or changing jobs could affect their future, maybe they would leave the plans untouched.

By Bloomberg
RETIREMENT RETIREMENT PLANNING SEP 10, 2008
ETF-fueled retirement plan launched

Efficient Market Advisors LLC of Del Mar, Calif., announced today the launch of the first 403(b) retirement program offering professionally managed portfolios of exchange traded funds.

By Bloomberg
RETIREMENT RETIREMENT PLANNING SEP 08, 2008
403(b) plan participants save less than 401(k) investors

Participants in 403(b) plans tend to be more conservative and set aside less money than those in 401(k) plans, according to a new study.

By Bloomberg
RETIREMENT RETIREMENT PLANNING SEP 08, 2008
401(k) debit cards are an oxymoron

Our consumer-driven society has long since sped through the intersection where discretionary spending meets available income.

By Bloomberg
RETIREMENT RETIREMENT PLANNING SEP 08, 2008
The cost of cashing out

How does terminating your 401(k) plan affect your retirement?

By Bloomberg
RETIREMENT RETIREMENT PLANNING SEP 08, 2008
Auto 401(k) plans keep participants in the game

Consider the inertia of today's 401(k) plan participants the vindication of behavioral economics.

By Bloomberg
RETIREMENT RETIREMENT PLANNING SEP 04, 2008
Safeguarding IRAs in difficult times

Worries about bank failures and the stability of other financial institutions are all over the news lately.

By Bloomberg
RETIREMENT RETIREMENT PLANNING SEP 01, 2008
401(k)s tapped for loans less than in 2007

Despite reports this year that more people were borrowing from their 401(k) plans to cover daily expenses, the latest data from several plan providers show that the number of loans have fallen in some cases.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 22, 2008
Labor publishes rules for retirement accounts

Two proposed rules are designed to enhance access to financial advisers by DC participants and IRA holders.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 13, 2008
Despite turbulence, workers stick with plans

The amount of money that employees paid in to their defined contribution plans in the first half of 2008 increased.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 12, 2008
Strapped Americans scrimping on insurance

Many are cutting back on medical care to cope with rising costs and a worsening economy, according to NAIC.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 11, 2008
Employers make it easier to participate in 401(k)s

Employers are getting more proactive about offering incentives to make it easier for employees to use a 401(k) plan, according to a study from Deloitte Consulting LLP.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 05, 2008
Study: Invesco AIM tops in 401(k) resources

Following Invesco AIM were American Funds Group, Fidelity Investments and OppenheimerFunds Inc.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUL 28, 2008
Labor Department proposal on 401(k) plans provokes debate

A Department of Labor proposal released last week seeking to provide the country's 65 million 401(k) participants with additional information about fund charges is stirring debate among different advocacy groups as to whether more data would be helpful or damaging.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUL 22, 2008
401(k) disclosure plan completed

As proposed, a participant’s investments would be displayed on a chart showing total fees and expenses.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUL 16, 2008
Senators seek to cap loans from 401(k)s

Legislation would set limits on the number of loans that can be taken from 401(k) plans and ban 401(k) debit cards.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUL 14, 2008
On a 401(k) mission

In his 20 years of managing clients' 401(k) plans, Michael T. Scarborough has seen numerous examples of mistakes made by investors who don't allocate enough of their salaries to saving for retirement.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUL 14, 2008
Women less aggressive than men in retirement saving

Women are less aggressive then men when it comes to saving for retirement, according to a new study.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUL 01, 2008
ING closes $900M CitiStreet acquisition

The deal makes Hartford-based ING Wealth Management the third largest defined contribution business in the country.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUN 30, 2008
Employers take to Roth 401(k) after slow start

More than two years after its creation, the Roth 401(k) is finally gaining traction in company plans, such as those managed by The Hartford (Conn.) Financial Services Group Inc., The Vanguard Group Inc. and Merrill Lynch Retirement Group.

By Bloomberg