The investing world's current darlings, ETFs, get no love from 401(k) plans. Many advisors say the problem is simple: ETFs just aren't a good match for 401(k)s.
by Mary Rowland
Technical analysis firm and money manager Dorsey Wright has gained adherents for its point-and- figure research.
Legislation that would require better disclosure of 401(k) fees could
result in more information and more investment choices for workers but
also more uncertainty.
by
Dorothy Hinchcliff
Financial advisor Diahann W. Lassus has been awarded the 2010 Robert J.
Underwood Distinguished Service Award from the National Association of
Personal Financial Advisors.
Some folks want 'em. Some don't. That's the upshot
of the response the U.S. Labor and Treasury departments
received about including
income annuities as a payout option for 401(k) plans.
by Mary Rowland
Several advisors have tried to take advantage of the changes in 401(k) advice giving to carve a new niche.
by
Karen DeMasters
All may not be lost for those people who are well into their fifties and
have not begun saving for retirement, but it is going to take some
serious sacrifices, says a T. Rowe Price planner.
Investors continue to be risk averse--shunning stocks in favor of
bonds--and paying the price.
The Department of Labor's push to expand the availability of objective
investment advice will likely shake things up for brokers who advise
clients on individual retirement accounts.
Financial advisors and others disagree dramatically on whether proposed new rules governing 401(k) advice will help or harm investors.
The U.S. government has proposed regulations designed to
enhance transparency for millions of workers covered by 401(k)s,
pensions and other retirement plans.
The kind of 401(k) plan that a client has can make a difference in how well-positioned she is for retirement.
Roth conversions can trigger unintended tax traps and financial problems that are not being addressed in the mounds of 2010 Roth conversion information.
Here's how this advisor and others plan to grow their advisory businesses in 2010: focus on 401(k) clients.
by
Dorothy Hinchcliff
How does gender affect the likelihood of participating in a retirement plan?
While automatically enrolling employees into 401(k) plans increases
participation, it also may have some unintended side effects.
by Bruce W. Fraser
Americans are thinking less about a dream retirement and more about
meeting basic needs. They especially are asking how to have a
guaranteed income stream for retirement.
This advisor found some novel ways to help a client deal with a concentrated stock position.
Small businesses will get a new retirement savings option in 2010-the
DB(k). Adoption is expected to be slowed, however, by the sluggish
economy and missing regulatory details.
