Retirement (142)
Self-Serve Retirement Plan Participants in the Minority
- Friday, 15 November 2013
- Retirement
- Written by PFA News
Only 53% of defined contribution plan retirement participants use an advisor, according to a recent Spectrem Millionaire Corner study entitled “Advisor Usage among DC Plan Participants.” So reports Millionaire Corner.
Read more...- Small business
- Business
- Human resources
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- Seattle City Council
- Federation of Small Businesses
- Insurance
- Small business
- Business
- Human resources
- Sick leave
- Employment
- Seattle City Council
- Federation of Small Businesses
- Insurance
- spectrem
- spectrem millionaire corner
- millionaire corner
- defined contribution
Advisors Flock to Retirement Planning Certification
- Friday, 15 November 2013
- Retirement
- Written by PFA News
More than 3,000 advisors have enrolled in the nine- to 12-month program for becoming a Retirement Income Planning Professional, making the credential the most popular to be offered by the American College of Financial Services. So reports Forbes.
Read more...- Small business
- National Federation of Independent Business
- Business
- Insurance
- Business and Economy
- United States
- Office of Tax Simplification
- Federation of Small Businesses
- Small business
- National Federation of Independent Business
- Business
- Insurance
- Business and Economy
- United States
- Office of Tax Simplification
- Federation of Small Businesses
- retirement income planning professional
- american college of financial services
Advisors Misunderstanding Clients’ Desire for Annuities
- Friday, 15 November 2013
- Retirement
- Written by PFA Staff
Advisors have been underestimating their clients’ opinions of annuities, according to a new study by Genworth Financial. So reports LifeHealthPro.
Read more...- Small business
- Business
- Business and Economy
- Insurance
- Magazines and E-zines
- Federation of Small Businesses
- Federal Security Service (Russia)
- David Weprin
- Small business
- Business
- Business and Economy
- Insurance
- Magazines and E-zines
- Federation of Small Businesses
- Federal Security Service (Russia)
- David Weprin
- genworth
- genworth financial
- annuities
Most Millennials Won’t Retire Before Age 73
- Saturday, 09 November 2013
- Retirement
- Written by PFA News
Most Millennials won’t retire until age 73 because payments on college tuition debt will prevent them from fully funding their retirement plans. So reports MarketWatch.
Read more...Americans’ Debt Grows Faster Than DC Plan Contributions
- Friday, 25 October 2013
- Retirement
- Written by PFA News
Approximately 60% of households with access to defined contribution plans contributed less to their retirement savings than the amount of debt they incurred in 2010. So reports ThinkAdvisor.
Read more...Tuition Stress Causing Parents to Tap 401(k) Accounts
- Sunday, 06 October 2013
- Retirement
- Written by PFA News
A recent Fidelity Investments study has concluded that parents are more likely to be serial borrowers from 401(k) plans when under the stress of paying for children’s college tuition. So reports MarketWatch.
Read more...New Regs May Diminish Reverse Mortgage Appeal
- Saturday, 21 September 2013
- Retirement
- Written by PFA News
The Department of Housing and Urban Development has changed principal limits and increased insurance premiums for backers of reverse mortgages, which could increase the costs associated with the program and make the financial tools less appealing. So reports Nerd Eye’s View.
Read more...Target Date Funds May Be Hurting Some Retirement Investors
- Saturday, 14 September 2013
- Retirement
- Written by PLP News
The increased popularity of target date funds means more investors are exposed to the adverse impact of a market decline than during the market correction of 2008, says Ron Surz, who is president of Target-Date Solutions.
Read more...DOL Fiduciary Rule Proposal Delayed
- Saturday, 14 September 2013
- Retirement
- Written by PLP News
The Department of Labor doesn’t expect to meet its October deadline for proposing a definition of fiduciary. So reports WealthManagement.
Read more...More Elderly Americans Delaying Retirement
- Friday, 06 September 2013
- Retirement
- Written by PFA News
More than 7.2 million Americans age 65 were employed last year. That’s up 67% from 10 years ago. So reports The Washington Post.
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