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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 Gil Weinreich, AdvisorOne |
February 10, 2012
One of the key strategic decisions advisors who work with retiring clients face is whether to use systematic withdrawals or the “bucket” approach to serve retirement investors. An analysis reveals that one approach is psychologically more satisfying while the other offers superior financial results.
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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 Jane Wollman Rusoff |
November 11, 2011
If enacted, two major tax-reform proposals aimed at shrinking the federal deficit would reduce 401(k) plan contributions and likely send retirement account balances tumbling, according to the nonpartisan EBRI.
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By Ellen Uzelac |
October 26, 2011
Retirement was once such a tidy thing. You worked, you saved, you retired. Not anymore. As an affluent investor in a new study by Hearts & Wallets puts it: “I don’t think retirement is the buzzword it once was. ‘Okay, yeah right, retirement. Okay, yeah right, I’ll win the lottery.’...
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By Michael S. Fischer |
September 30, 2011
Retirement income planning as a source of revenue is on the radar of a large number of financial professionals, according to a new study sponsored by the Principal Financial Group.
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By Marlene Y. Satter |
August 11, 2011
This week in new hires, Michael Kiley was named to become CEO of Security Benefit Corp.; Scott Samlin went to SNR Denton; Edelman Financial Services recruited Joe Bottazzi from outside the industry and Reliance Trust named Robert F. Cook to head its church and nonprofit division.
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By John Sullivan, Advisorone |
March 16, 2011
Survey underscores need to save and plan for new retirement realities.
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By Janet Levaux, AdvisorOne |
February 8, 2011
For the full year, the company said its mutual funds had net inflows of $1.6 billion
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By Danielle Andrus, AdvisorOne |
January 31, 2011
Principal Financial Group published a white paper to help retirement plan sponsors understand and comply with new fee disclosure rules, the company announced Monday.
