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Retirement

Mutual Funds Increasingly on Personal Finance Press Radar

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

The Hartford Raises Mid-Market Plan Profile

- 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

- 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

- 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

- 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

- 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

- 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

- 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

- 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

- 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

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

Silver Tsunami: Are Boomers Out of Luck With Medicare?

- 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

- 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

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

Putnam to Expand Income Offerings

- 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.

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