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By Melanie Waddell, AdvisorOne |
December 7, 2012
With fiscal cliff negotiations putting tax incentives for retirement savings potentially on the chopping block, 11 senators have voiced their support for the employer-based retirement system by joining forces on a Sense of the Congress resolution.
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By Gil Weinreich, AdvisorOne |
May 22, 2012
Aaron Friedman of Principal Financial says that in areas like investment options, investment policy statements and participant education, advisors have a role to play in “modernizing” 403(b) plans.
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By Danielle Andrus, AdvisorOne |
March 28, 2012
On Tuesday, a coalition of interested parties took to their pens to urge the Department of Labor to allow plan sponsors to make required disclosures electronically.
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By Gil Weinreich, AdvisorOne |
December 14, 2011
Aaron Friedman, national nonprofit practice leader for the Principal Financial Group, says it is the smaller plans that have not refined their investment lineups or matched the level of participant education where advisors can add the most value.
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By John Sullivan, AdvisorOne |
November 10, 2011
In volatile markets, demand should soar for professional financial advice, but few employees are taking advantage of recent rule changes that encourage plan sponsors to offer just that.