Strategies

Orphaned 401(k) accounts stacking up

By Paula Aven Gladych | May 9, 2013

Millions of orphaned 401(k) accounts abound, so the challenge is to get people to do something with them.
Conn. legislature mulls worker retirement access

By Stephen Singer | May 8, 2013

Two committees have approved a measure establishing a trust fund to administer retirement plans for workers who would automatically be enrolled unless they opt out.
Video, social media popular educational tools: Corporate Insight

By Danielle Andrus | May 8, 2013

The burden for educating investors falls mainly on financial services firms and firms are responding in innovative ways.
DOL seeks help on income illustrations rules

By Elizabeth D. Festa | May 8, 2013

The U.S. Department of Labor’s Employee Benefits Security Administration is considering regulations governing the use of lifetime income illustrations that are given to participants in defined contribution pension plans.
Municipal bond ETFs – a progress report

By Rich White | May 8, 2013

While long-term, tax-exempt mutual fund flows have turned negative (outflowing $1.3 billion in April), muni ETFs are on an asset-gathering roll.
People over age 45 view retirement differently

By By Paula Aven Gladych | May 7, 2013

Adults over the age of 45 are more interested in achieving peace of mind when it comes to financial goals than accumulating wealth.
Transamerica's top 5 things to do to help people save more

By Paula Aven Gladych | May 7, 2013

Transamerica findings target best ways financial advisors can help employees save for retirement.
Moms lead way in discussing family finance

By Mark Jewell | May 7, 2013

Who's better at getting a family to talk about money matters, mom or dad? Taking sides probably won't make for a harmonious Mother's Day celebration on Sunday.
Small-business retirement plan balances up 20% since 2007

By Paula Aven Gladych | May 6, 2013

The economic downturn didn't stop small-business owners or employees from contributing to their retirement plans.
Many expect to work during retirement, Maritz finds

By Paula Aven Gladych | May 6, 2013

Maritz Research finds that 37 percent of those nearing retirement age believe they will have to work during their retirement and 36 percent of near-retirees expect to delay their retirement altogether.