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Retirement

Mutual Funds Increasingly on Personal Finance Press Radar

August 30, 2010 - Latest stories warn investors against absolute-return funds, hidden 401(k) fees, hardship withdrawals.

The Hartford Raises Mid-Market Plan Profile

August 30, 2010 - Following three key acquisitions in 2008 to target mid-market retirement savings plans, the insurance giant has hired Denise Diana from Transamerica.

Target Date Funds to SEC: Yes on More Disclosure, No on Changing Names

August 27, 2010 - Investment funds, lawmakers and other fund experts say that target-date funds need to increase the amount of information they provide investors to understand their investment risk. But they don’t want the Securities and Exchange Commission to change the way the funds are named.

BlackRock Argues Against Adding Asset Allocations to Target-Date Fund Name

August 26, 2010 - In a letter to the SEC, investment management firm says it does support enhanced disclosure.

Americans of All Ages View Social Security as Safety Net: AARP

August 12, 2010 - 75% oppose cutting Social Security to reduce the deficit as the government program celebrates its 75th anniversary.

Vanguard Research: Savers Adjust to Target-Date Funds

August 9, 2010 - Nearly 17% of those in a Vanguard-administered 401(k) plan have money in a single target-date fund.

10% of Big Businesses Eye Cutting 401(k) Match

August 3, 2010 - And only half of the 20% or so employers with 1,000 or more workers that have cut out 401(k) matches have reinstated them.

Looking to the Rich for a Social Security Fix

August 2, 2010 - When presented with a choice of six ways to fix Social Security, Americans are looking to the rich to fix the system, according to a survey conducted by USA Today and the Gallup Poll. Two-thirds of over 1,020 randomly called respondents said it was “a good idea” to require “higher-income workers to pay Social Security taxes on all of their wages.” Sixty-eight percent said it was a good idea to limit benefits for wealthy retirees. …

Silver Tsunami: Confidence in Social Security Wanes

July 22, 2010 - The world the oldest Baby Boomers were born into and the world they are leaving behind as they begin to exit the workforce is an interesting, albeit somewhat depressing, paradox to consider. Born in the immediate post-war America of the 1940s and 1950s, these Boomers entered a country at the height of its prosperity — a country able to flex its superpower muscle in a way not seen anytime before or since. War proved to be…

BoA Merrill Retirement Services Buildup Showing Results

July 19, 2010 - Fidelity's Rich Linton and Steve Ulian have jumped ship and joined BoA....Adding retirement assets has been a major initiative at $2.39T BoA since it hired Sallie Krawcheck in August as head of wealth management and brokerage operations.

Upcoming Events

July 6, 2010 - Boston Consulting Group 2010 Global Asset Mgmt. Report, etc.

Silver Tsunami: Are Boomers Out of Luck With Medicare?

July 1, 2010 - With Congress allowing a 21% cut in payments, more doctors are expected to opt out of the government program.

IRA Assets Overtake 401(k)s

June 21, 2010 - Individual Retirement Account assets have overtaken assets held in 401(k) plans and 403(b) plans for the first time, according to a Cogent Research report.

Most Clients Have Yet To Hear From Advisers re: Roths

June 21, 2010 - Investors, advisers alike rather blasé about new tax rules. To their own tax-planning peril-?

Putnam to Expand Income Offerings

June 15, 2010 - Firm looks to cash in on Boomers’ lifetime income concerns as retirement needs come into greater focus. Three U.S. equity multi-cap funds roll out this week.