Dow Jones sees signs of market bottom
By Staff WriterEquities are bouncing back and the bear market is likely near or at a level where history would indicate it's a good time to re-invest,...
February 05, 2009
Survey: majority of 401(k) investors take apathetic approach to evaluating plansMore than half (55 percent) of 401(k) investors never rebalanced or changed their investment options in 2008. About a third of 401(k) investors have no...
February 04, 2009
Liability-driven investment strategies outperformed traditional allocations in '08Pension funds that used so-called liability-driven investment (LDI) strategies outperformed funds with traditional asset allocations in 2008 by a significant margin, according to global consulting...
February 04, 2009
Portfolio Management: Keeping Retired Clients on CourseMonte Carlo simulations are a significant improvement over forecasting methods that don't allow for variable results. But there's still a potential problem with the analyses.
February 04, 2009
New Products: Adding Income Options to DC PlansFeatures like auto-enrollment encourage saving and improve the odds that retirees will avoid a funding shortage. DC plans aren't a retirement-savings panacea, however.
February 04, 2009
ChFC designation implements new rigor and course requirementsThe Chartered Financial Consultant (ChFC) designation will require a total of nine college-level courses for students starting the program beginning October 1. Already containing all...
February 04, 2009
Industry News: Required Distributions Suspended for '09It's bad enough that many retirees' portfolios sustained significant losses during 2008. But income tax regulations on required minimum distributions, or RMDs, can make a bad scenario even worse.
February 03, 2009
Best places for boomers to thriveWhat makes a great boomer town? Considering now would be the best time to retire, bestboomertowns.com compiled research from informative sources like the U.S. Census...
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