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Decumulation is key, says professor
The financial planning world has been focusing too heavily on the act of accumulating assets, according to an academic speaking at the InvestmentNews Retirement Summit in New York this afternoon.
CFP Board proposal could meet resistance
Initial reactions to the proposed changes to the ethical standards for certified financial planners have been favorable, but the other shoe could drop this week.
IBM advice offering to 401(k) participants signals trend
NEW YORK — IBM Corp.’s announcement that it will offer financial planning services to all 127,000 of its U.S. employees is the biggest sign yet that companies are increasingly interested in providing workers with more individual — and effective — counseling on financial topics.
Financial planning shows explosive international growth
The growth of the financial planning profession overseas is in the fast lane, though there are some speed bumps, observers say.
401(k) ideas dissected at congressional hearing
WASHINGTON — The ideas of limiting 401(k) plan options to index funds and requiring all plan administrators to be brought under fiduciary duties were in focus last week at a congressional hearing on 401(k) fees.
Some consider 401(k) fees too low
With a House panel scheduled to hold a hearing Tuesday to discuss whether the hidden fees in 401(k) plans are fair, at least one industry watcher is calling such fees too low and another says making general judgments about them is difficult.
More investors are doing good in retirement
CHICAGO — Socially conscious and faith-based investing is gaining traction in the retirement plan arena.
Labor Dept. targets 401(k) fee disclosure
As the Department of Labor puts pressure on advisers to make 401(k) fees more transparent, some financial advisers are refunding fees to participants that they are being paid from mutual fund companies.
KPMG suffers adverse legal ruling
KPMG LLP endured another blow in its tax shelter case this week, when a federal judge in Texas ruled that tax shelters based on fake bank loans are not legitimate tax write-offs, according to the New York Times.
Up-and-coming execs
Three executives of National Planning Corp., Sean Haley, Bryan Jacobsen and Austin Moon, have received promotions.
Fast Track: GoldK, out to tap adviser vein, hires a veteran from Putnam
For those financial advisers who haven’t yet realized it, there is gold in the 401(k) marketplace. At least…
Planning for the arf-terlife — estate planning for pets
As more and more people turn to financial advisers to map out their own futures, they're increasingly asking them to draw up plans for their pets as well.
One on One: "Advisers can make a lot of money selling 401(k)s"
Emplanet aims to make it easier and cheaper for small companies to offer retirement plans
WELSH RARE BIT: BILINGUAL PENSION PUSH
“Tawelwch meddwl ynglyn a’ch pensiwn” might look like a tongue twister or perhaps even an insult, but to…
SHARPE INTRODUCING SERVICE THAT WOULD BYPASS ADVISERS: NOBEL LAUREATE TO OFFER INDIVIDUALIZED PLANS VIA INTERNET TO FIRMS WITH 401(K) BENEFITS
The $4.5 million computer-driven service, called Financial Engines Inc., is to begin in the middle of the year.
