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401(k) plans Articles
Guardian Retirement Solutions Expands National Sales Team
by FA StaffMichael Fennessy, John Jennings and Jonathon Matson join the firm as regional vice presidents.
Baby Boomers Withdrawing IRA Money Too Fast, Survey Says
by Karen DeMastersAmericans 61 to 70 are withdrawing money at a faster rate than older retirees required to make minimum withdrawals, a new survey says.
401(k) Sponsors Take To Social Media
by FA StaffSixty-three percent of defined contribution retirement plan sponsors are using social media to communicate with account holders, says a new survey by Cogent Research.
Blackstone Targets Bulging Corporate Coffers Via New Unit
by Bloomberg NewsBlackstone Group LP, the world’s largest private-equity firm, is taking aim at the $5.4 trillion of cash on corporate balance sheets in the U.S...
New Rules Would Require 401(k)s To Project Lifetime Payments
by Ted KnutsonNew rules that would require defined contribution plans to express accounts as estimated lifetime income streams are being proposed by the U.S. Department of Labor.
BlackRock’s Fink Says Workers Need Mandatory Retirement Savings
by Bloomberg NewsBlackRock Inc.’s Laurence D. Fink said U.S. employers should be required to put money aside for their employees’ retirement, similar to Australia’s system.
401(k) Matching Funds Being Eliminated, Study Shows
by Karen DeMastersCompanies have cut back on matching money for 401(k) plans as they try to save money.
ICI Chairman: U.S. Retirement System Is Working
by Ted KnutsonGregory Johnson says private pensions are strong, saying median pension income is up.
Institutional Advisory Firm Mergers On Rise
by Juliette FairleySince 2010, the number of institutional advisors merging or acquiring other institutional advisors has grown by 50%, according to Prudential.
Fiduciary Matters
by Jerilyn Klein BierFirms try to capture more 401(k) business as they await an important DOL ruling.
Financial Advisor Blogs
Portfolio Manager Insights
Expert Views
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What Advisors Can Do To Encourage ‘Money Talks’
If you don’t prompt your clients to talk about money during life’s transitions, they can potentially lose their money and their family. Here are 15 questions you can ask to get them talking. + Read more
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Branding In The Inbound Age
Can an advisor build a brand without millions to spend, without years to accomplish it, and when the firm may not have hundreds of advisors to spread the message? + Read more

