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A new survey examines the career paths of independent registered investment advisors (RIAs) and the attributes of the profession that attract talent into its ranks.
A new survey indicates that a growing number of plan sponsors are at least thinking about more customized investment options for their DC plan menus.
As the debate on Capitol Hill over retirement policy moves forward, it must be bipartisan and based on facts, not ideology, Sen. Orrin Hatch (R-Utah) told the delegates to the second annual NAPA DC Fly-In Forum Sept. 30.
Though markets averaged a 7.45% return from 2004-2012, unfunded liability of public pension funds tripled — to just under $2 trillion — over that same period, according to a recent Moody’s report.
In a MarketWatch post, “The No. 1 Flaw in America’s Biggest 401(k) Plans,” author Paul Merriman makes three observations concerning the investment lineups of the 100 largest U.S. companies’ 401(k) plans.
When it comes to retirement savings, most still seem to “begin” with whatever is “left over” - after bills, living expenses, food, and the like.
Responding to a question from an advisor in Nebraska, the ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk addressed a common inquiry involving a 401(k) plan-to-Roth IRA conversion.
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