Search Results For pension plans retirement public

ETF Strategies for a New Investment Era:

Peter Westerman | April 01, 2009

Author's Note:Many leading financial advisors and a growing number of investors are accepting the fact that we have entered a new era - one that ...

How to Fill Gaps in the NQDC Story

Peter Westerman | September 01, 2008

Imagine that a client - a 42-year-old manager of a privately held company - calls you, concerned and seeking advice. He says: "I've been offered ...

Help Clients and Prospects Evaluate the Promises of Defined Benefit Plans

Peter Westerman | May 01, 2008

For many years, some of your clients have been counting on their defined benefit (DB) pension plans with the same confidence they have in counting ...

Pension coverage

Peter Westerman | February 20, 2008

76 percent of public employees have pension coverage. 43 percent of private employees have pension coverage. 40 percent of U.S. retirement plan assets are represented by private sector plans. Source: Workforce Management

Now Is the Time to Offer Clients a Muni Bond Review

Peter Westerman | November 01, 2007

Investors are creatures of habit, especially when their habits have produced consistently rewarding results with low risk. An example is the deep attachments some of ...

Personal Savings Tracker: Taking Control and Finding True Security

Peter Westerman | July 01, 2007

The United States is suffering an economic crisis and there is little that the President, Congress or the Federal Reserve can do to fix it. ...

A Quick Guide to Form 5500 and Its Schedules

Peter Westerman | May 01, 2007

For financial professionals who wish to prospect in the retirement plan market, the most valuable public data source is a Form 5500 that the U.S. ...

How to Become a Fee-Based Advisor to Retirement Plans

Peter Westerman | September 01, 2003

In financial services, perhaps the most powerful trend of modern times has been the growth of objective financial advice. Among evidence supporting that claim is ...

Stay Abreast of Changes in Non-Qualified Plans

Peter Westerman | March 01, 2003

FreeERISA.com offers several databases that can help you identify companies in your market that offer qualified retirement plans. They also offer one database of "Top ...

New IRA contributions clash with some state laws

Peter Westerman | February 19, 2002

CU Times Correspondent-At-Large WASHINGTON - The impact of the new individual retirement account rules which allow investors to contribute an extra $1,000 annually are competing with laws in several states. With passage of the Economic Growth and Tax Relief Reconciliation Act of 2001, investors can now contribute up to $3,000...

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