Advisor Sales Strategies

This 401(k) Christmas Carol defines the perfect gift in a spirit even Charles Dickens would appreciate.

For the retirement industry, there wasnt much to gloat about in 2011. I hate to end the year on a sour note, and I know I'm not listing them all, but there are plenty of media missteps, lawmaker oversights, and plan misjudgments.

The SPARK Institute and the Investment Company Institute have released a Sample Glossary of Investment-Related Terms for Disclosures to Retirement Plan Participants that defined contribution plans can use and adapt in complying with new Department of Labor participant disclosure regulations requiring plans to give participants specific information about plan investments,...

The Southwest Airlines Pilots Retirement Savings Plan took the top spot in BrightScopes Year-End Top 30 Ratings List covering 401(k) plans with more than $1 billion in assets. The Southwest plan bumped The Savings Plan of Saudi Arabian Oil Company to the number 2 spot after it held the...

Citigroup sold off the last of its 8 million share stake in Primerica. Primerica was spun off in an initial public offering in April 2010. After that deal, Citigroup owned about 40 percent of Primerica common stock. In April 2011, Citigroup publicly sold 12 million shares of Primerica stock, reducing...

Younger generations are saving more for retirement than their parents and grandparents, according to a new survey by TD Ameritrade Holding Corp.