Products And Solutions

Products and Solutions covers news about new products, both in development and available in the marketplace, that are designed to help individuals achieve their financial goals — primarily in the area of retirement savings, but also in the broader wealth management area as well.

Products and Solutions

Products and Solutions

By John Iekel4/14/2014 • 0 Comments

New guidance from the IRS may make the plan-to-plan rollover process a little smoother. Revenue Ruling 2014-9, issued on April 3, is intended to make it easier for plan participants to consolidate their retirement savings accounts by making it easier for them to move assets from one employer plan to another.  READ MORE

By John Iekel4/6/2014 • 0 Comments

The “Pension Pulse” blog reports that Berkshire Hathaway Chief ExecutivWarren Buffett has warned in a letter to Berkshire shareholders that promises local and state governments made to provide pensions to retirees will become even harder to fulfill and will tighten the financial vise squeezing those governments and those plans. READ MORE

By John Iekel3/31/2014 • 0 Comments

In remarks at a recent conference on income inequality, Sen. Ron Wyden (D-Ore.), the incoming Chairman of the Senate Finance Committee, may have tipped his hand on how he will treat employer-provided retirement plans, advocating the simplification and consolidation of “the array” of current retirement savings accounts. READ MORE

By John Ortman2/18/2014 • 0 Comments

Over the last 30 years we have seen unprecedented changes in retirement choices in the 403(b) marketplace. There have also been enhancements to help advisors communicate with clients and prospects. Are these changes helping or hurting you? How can you adapt your practice to utilize these tools and better communicate your message — without losing the personal touch? READ MORE

By John Iekel2/11/2014 • 0 Comments

The words have barely faded from the teleprompter, but retirement experts have wasted no time in expressing caution regarding the “myRA” retirement accounts President Obama unveiled in his State of the Union Address. Chris Carosa of Fiduciary News provides a comprehensive list of 10 reasons to be cautious about myRAs. READ MORE

«« First |1 2 3 | Next › Last ››

DNN Web Control Container

0