401(k) plans - FA Magazine

401(k) plans

401(k) Loans and Hardship Withdrawals Rising

Friday, 20 August 2010
New data from Fidelity Investments finds more investors are taking loans and hardship withdrawals from their 401(k)s, a troubling sign amidst economic stagnation.

ETFs Shunned By Many 401(k) Plans

Wednesday, 04 August 2010
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.

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Beyond MPT

By Mary Rowland, June 2010 issue
Technical analysis firm and money manager Dorsey Wright has gained adherents for its point-and- figure research.

New 401(k) Rule Could Necessitate More Advice

Thursday, 03 June 2010
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.

Advisor Receives NAPFA Service Award

Friday, 28 May 2010
Financial advisor Diahann W. Lassus has been awarded the 2010 Robert J. Underwood Distinguished Service Award from the National Association of Personal Financial Advisors.

401(k) Annuity Option On Horizon

Thursday, 06 May 2010
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.

Better Laid Plans

By Mary Rowland, May 2010 issue
Several advisors have tried to take advantage of the changes in 401(k) advice giving to carve a new niche.

Advisor Emporium

May 2010 issue
Advisor Emporium

How Boomers Who Haven't Saved Can Still Build A Nest Egg

Monday, 26 April 2010
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.

Fund Investors Shun Stocks Despite Rally

Monday, 15 March 2010
Investors continue to be risk averse––shunning stocks in favor of bonds––and paying the price.

New Rules Likely To Shake Up IRA Advice

Sunday, 07 March 2010
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.

Proposed 401(k) Reforms Stir Debate

Tuesday, 02 March 2010
Financial advisors and others disagree dramatically on whether proposed new rules governing 401(k) advice will help or harm investors.

New 401(k) Transparency Rules Proposed

Monday, 01 March 2010
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.

How Fees Affect Your Clients' 401(k) Plans

Thursday, 18 February 2010
The kind of 401(k) plan that a client has can make a difference in how well-positioned she is for retirement.

12 Traps With Roth IRA Conversions

Monday, 25 January 2010
Roth conversions can trigger unintended tax traps and financial problems that are not being addressed in the mounds of 2010 Roth conversion information.

More Advisors Focusing On 401(k) Business

Monday, 25 January 2010
Here's how this advisor and others plan to grow their advisory businesses in 2010: focus on 401(k) clients.

Gender And Retirement Plans

Tuesday, 05 January 2010
How does gender affect the likelihood of participating in a retirement plan?

401(k) Auto-Enroll Has Unintended Impact

Tuesday, 22 December 2009
While automatically enrolling employees into 401(k) plans increases participation, it also may have some unintended side effects.

Retirement: It's Back To Basics For Many

By Bruce W. Fraser - Monday, 14 December 2009
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.

Creative Risk Mitigation

Friday, 04 December 2009
This advisor found some novel ways to help a client deal with a concentrated stock position.


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