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America Saves Week – but Americans’ savings still weak
Survey finds U.S. citizens still not overly interesting in stashing cash away
All for one
Bring on the fiduciary standard. In a recent InvestmentNews survey of almost 600 advisers, registered reps, financial planners, insurance agents and others, 69.2% said that they agree with the SEC's staff recommendation that any financial professional giving personalized investment advice be deemed a fiduciary
Rockefeller & Co. lands ex-Goldman Sachs big O’Hara
Will serve as managing director for firm with $7.1B in AUMs; outfit started out as John D.'s family office in 1882
Big shake-up in Putnam’s retirement unit
Rejiggered, standalone line of business now reports directly to the CEO; meanwhile, investment product management boss departs
Target date fund suggestions could do more harm than good
Lawyers cite risk of information overload; 'confusing' to participants
401(k) balances hit 10-year high last year
Average balances of 401(k) retirement plans reached a 10-year high at the end of last year as workers…
Edward Jones teeing up cheaper VA share class
Company says O shares won't have front-end load, making them cheaper than other contracts; will likely discourage exchanges
Industry groups say target date proposal slightly off the mark
More detail? Less detail? Groups disagree about the DOL's plan to hike disclosure about the funds
Target date fund proposal targeted by industry group
Rule requiring greater disclosure draws fire from retirement plan providers
When 401(k) plans aren’t the best option
Section 401(k) of the Internal Revenue Code went into effect in 1980 and subsequently launched what has become the largest private-sector retirement plan in the United States.
Are mandatory IRAs on the way?
Pressure is mounting to prop up the sagging Social Security system. Requiring workers to set aside some money of their own may be the solution.
Most conservative investors? The young and the affluent
With two of the most severe bear markets of this century fresh in their short-term memories, affluent investors — particularly the youngest investors — appear to be quite skittish about investing in anything but the safest of asset classes.
Tax credit could help some firms
A new health insurance tax credit could hit some small financial advisory firms in their sweet spot — but only if they fit a specific profile
Your 2011 Roth IRA questions answered
Last year, many financial advisers worked with clients to implement Roth conversions
Workers, retirees worried about finances: Survey
American workers and retirees are more hopeful about the economy now than they were in the third quarter, but both groups remain worried about their own finances, according to a survey released today.
Think tank urges cutting contributions to tax-deferred plans
A proposal to cut by more than half the total amount employers and employees may contribute to their defined-contribution plans could spur some employers to kill the plans, industry lobbyists say.
GOP lawmakers aim to balance budget — by 2040
Rep. Ryan's plan envisions big cuts to Medicare, Social Security, but also caps tax rate at 25%
Are guaranteed 529 plans a losing proposition?
College savers are flocking to 529 plans that offer principal protection. But critics says investors in these structured products are likely to come up short when tuition time arrives.
Obama budget would exempt IRA distributions for small accounts
Retirees with less than $50,000 in their individual retirement accounts may not have to take required withdrawals under President Barack Obama's proposed budget.
Investors staged last-minute rush to Roth IRAs
Affluent clients of two large financial services companies converted billions of dollars held in conventional IRAs to Roth IRAs in 2010, particularly at the end of the year
