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By Paula Aven Gladych |
May 3, 2012
The jury is still out on whether it’s best for people to keep a string of old 401(k) accounts from previous jobs or roll them into a new company plan or personal IRA. There are pros and cons to leaving your money where it is or taking it out and...
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By Paula Aven Gladych |
April 26, 2012
Three-quarters of people in their 50s and 60s say they are sticking with their jobs because they want to, not because they have to, according to a survey by Charles Schwab.
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By Andy Stonehouse |
April 9, 2012
A surpising "negative" rating for a family of Charles Schwab target date funds is bringing some new focus to the challenges and appropriateness of those products.
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By Paula Aven Gladych |
January 13, 2012
Nearly one-third of investors who make three or more trades a month via online trading platforms say they will open a new online trading account in the next six months.
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By Paula Aven Gladych |
November 14, 2011
Affluent pre-retirees now report greater stability with their investment situation than two years ago, according to a new report by Phoenix Marketing International.
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By Paula Aven Gladych |
October 26, 2011
A new rule regulating fiduciary investment advice won’t necessarily affect the way large 401(k) providers do business, but it will give many smaller companies the opportunity to bundle investment advice as part of their 401(k) and IRA plans.
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October 24, 2011
The Department of Labor has issued a new regulation designed to improve access to expert investment advice for workers with 401(k) and individual retirement accounts.
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By Danielle Andrus, AdvisorOne |
September 8, 2011
Fidelity is the most likely firm to be chosen by investors looking for somewhere to roll their 401(k) assets to.
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By Marlene Y. Satter |
August 11, 2011
Although an entire series of target date funds may be marketed to retirement plan sponsors, they may decide to choose only a few funds out of the series. So say data from a new analysis of 401(k) recordkeeper platforms released Tuesday by the Financial Research Corporation (FRC).
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By Jenny Ivy |
July 6, 2011
Call it a case of supply and demand. John Hancock Financial Network’s latest survey of retirement plan advisors finds 85 percent of them are performing the same duties as plan fiduciaries, but only 34 percent actually has an Accredited Investment Fiduciary (AIF) designation.
