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Succession planning is on a lot of advisors' minds right now. But it's not only owners who need to prepare for succession — employees also need to get ready. Financial Planning talked to Deena Katz, chairwoman of Evensky & Katz and associate professor of personal financial planning at Texas Tech, about her thoughts on this topic.
February 6
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Participants in employer-sponsored retirement plans are hungry for investment guidance and willing to use automatic enrollment features to achieve their goals, according to results of a survey of changing attitudes toward retirement readiness released by State Street.
February 3 -
Retirement Projected to Hit $22 Trillion by 2016; Fund Uses Student Research; Gets Morningstar Five Stars; Deutsche Boerse: It's a Black Day for Europe
February 3 -
Bank of America Merrill Lynch said that it saw increased 401(k) savings through its plan sponsors both in the fourth quarter and 2011 year, signaling a positive outlook for the tweaks it has made to its offerings and confidence in the overall economy.
February 3 -
Prudential Retirement is now offering J.P. Morgan SmartRetirement Target Date Strategies and Fidelity VIP (Variable Insurance Product) Freedom Funds in its line-up of target-date funds with a guaranteed lifetime income component.
February 2 -
Ronald O'Hanley has emerged as an outspoken force inside Fidelity Investments, giving a speech on Thursday that touched on sex, drugs and revolution as he warned that young Americans face getting a raw deal from the U.S. retirement system.
February 2 -
The U.S. Labor Department has removed a controversial part of its proposed 401(k) fee disclosure rule that would have required retirement plan providers to create a summary document, or "roadmap," of all their fees for employers.
February 2 -
U.S. Bank acquired the units of Union Banks institutional trust business that focus on retirement plans, labor management trusts, and registered investment advisors,
February 2 -
Wall Street's own watchdog filed a complaint against Charles Schwab Corp., accusing the online brokerage giant of requiring customers to waive their rights to pursue certain legal action against the firm, a violation of industry rules.
February 2 -
The U.S. Labor Department has removed a controversial part of its proposed 401(k) fee disclosure rule that would have required retirement plan providers to create a summary document, or "roadmap," of all their fees for employers.
February 2
