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Retirement

Fidelity and Schwab Go the Way of the Roth IRA

March 11, 2010 - Thirty-five percent of investors working with advisers to convert to Roth IRA.

90% of Investors Trust Advisers Amid Turmoil

March 11, 2010 - Hands-on, honest financial planners are winning trust at a time most Americans are mistrustful of the financial services industry in general.

BrightScope, Acceleration Retirement Form Partnership

March 10, 2010 - BrightScope rates 401(k)s, and Acceleration Retirement provides lead generation for advisers.

GLBs Buoy Variable Annuity Sales, But for How Long?

March 9, 2010 - Guaranteed living benefits may now be synonymous with variable annuities, but unless insurers rein in costs and restore benefits, sales may continue to slide.

BoA Hopes Scoring 401(k) Wellness Can Help it Score Customers

March 4, 2010 - To attract assets and customers, Bank of America Merrill Lynch has introduced the Financial Wellness Monitor to help employers score how well employees are doing at saving for retirement.

Financial Advisers: Business is Growing

March 2, 2010 - Financial advisers are looking forward to 2010. In fact, 68% of advisers recently surveyed define their 2010 business mindset as one of acceleration and growth.

ACLI Slams Obama’s Plan to Tax Annuity Income

February 26, 2010 - White House plans to tax the “non-earned” income of high earners to pay for Medicare could hurt annuity sales, major insurance industry lobbyist claims.

Variable Annuities Face Sober New Reality

February 22, 2010 - Carriers must shift away from souped-up riders and offer pure and simple principal protection—which is only possible through higher fees.

Transamerica Increases GMWB on Two Retirement Income Choice Annuities

February 17, 2010 - Those ages 65 to 74 now get up to 5% annually, and those 75 or older receive up to 6%.

AllianceBernstein Gives Target-Date Funds 20% Leeway to Manage Risk

February 17, 2010 - The funds will have the ability to move more heavily into bonds and cash.

ING Remains Focused on Retirement Savings

February 16, 2010 - ING says its “retirement number” marketing and advertising campaign has resonated with investors.

Reynolds Sees Absolute-Return Funds Reaching 25% Market Share

February 12, 2010 - Proactive management will help protect investors going forward, Putnam CEO says.

BoA on a Roll with 401(k) Enrollment

February 10, 2010 - The firm expects significant growth in 401(k) assets after a 15.6% increase in 2009 to $81.5 billion.

New 6% Savings Rate to Funnel $800B to Investments Annually

February 10, 2010 - The new propensity to save has become permanent—and will greatly benefit mutual fund and annuity companies, Allianz reports.

80% of Companies Plan to Reinstate 401(k) Match

February 8, 2010 - Many U.S. employers are losing confidence in their workers’ ability to save for retirement, Hewitt finds.