Required Minimum Distributions
Keep up with the latest changes affecting required minimum distributions and how they affect your clients, including those tied to 401(k)s plans, IRAs and annuities, as well as the best RMD strategies.
JPMorgan, ADP to Wind Up 180 Abandoned DC Plans
By Melanie WaddellDOL announced that it had approved a process for JPMorgan Chase and ADP to terminate and wind up about 180 DC pension plans abandoned due to corporate crises or neglect.
January 21, 2013
How to Measure Your Firm’s Overall EfficiencyAdvisors are very good at conducting this type of work for their clients. They build a financial plan, then measure on a consistent basis how the plan is doing. How well do you employ the same process for measuring the efficiency of your firm?
November 06, 2012
CFP Board: Let CFPs Vote on the Future of Financial Planning’s CharacterThe CFP Board should affirm the fiduciary duty's importance to CFPs and welcome a referendum of its designees to determine its way forward.
September 20, 2012
80% of Customer Service Is Just Being NiceStand out from the competition by delivering outstanding customer service.
September 05, 2012
Troika Demands Greeks Adopt Six-Day WorkweekGreeks could be forced into harsh new labor regulations as part of the terms of its bailout, according to a leaked letter from the so-called troika of the EC, ECB and IMF.
August 07, 2012
Doctors at hospital chain giant performed unnecessary cardiac work, increasing profits (MSNBC)A review of internal documents does not reveal how many unnecessary procedures were performed or how many patients might have been injured or died as a result.
June 15, 2012
Investor Concern about MetLife OverblownA securities analyst said it is unlikely that the Federal Reserve Board may force MetLife to raise more capital, a concern that has led investors to undervalue the stock.