Retirement planning

Another financial services firm has entered the fray over providing customer’s high functioning mobile access.

Many small business owners are unprepared for retirement, with a third of the women and a quarter of the men in a new survey having no estimate of how much they will need when they retire.

Helping clients identify and separate sources of income to face the challenges of getting older.

J.P. Morgan Asset Management said that it has completed its reorganization of its Retirement Plan Services to fully align its sales force with retirement plan advisors.

Previously, JP Morgan retirement sales reps were assigned to either mid- or large-market segments.

Mutual of Omaha has named Seth Friedman to serve as 401(k) national sales director. He takes over for Michael Ziccardi, who left the firm in December to join Rekon Intrelligence, which works with advisors to help them build out their businesses.

New study finds that majority of middle-income Americans admit to knowing little about the Medicare program.

There’s a new authority watching over faculty and staff on campus at Wellesley College.

Fidelity Investments reported that its sales of defined contribution plans to small- to medium-sized firmst grew 40% in 2011, reaching commitments of $6.6 billion in assets by year’s end.

Fidelity Investments reported strong sales growth last year of defined contribution plans to small and midsized employers in 2011.

About 60% of those with SIMPLE-IRAs were not aware that employer tax filing is not required.

Wade D. Pfau will oversee Retirement Management Analyst designation program as curriculum director.

Pasadena, Calif.-based Retirement Revolution, a recordkeeping and custodial service provider to third party administrators and plan sponsors, has named Frank Bruno as its new national sales director. Bruno will be in charge of managing the sales team for all of Retirement Revolution products.

Wells Fargo is using Twitter to spread the word about saving for retirement. The banking giant has been promoting “America Saves Week” by using its Twitter account, @Ask_WellsFargo.

As the Baby Boom generation heads for retirement, the traditional notion that turning 65 automatically triggers retirement is changing.

Almost three-quarters (71%) of target-date fund investors say that target-date funds have made them feel more confident they were making good investment decisions, according to a study.

This week, IRA expert Ed Slott fields questions about recharacterization provisions for Roth IRAs and making contributions in a spouse’s name.

DST Systems has designed a new program, Retirement Income Clearing Calculator, which will widely distribute retirement income products to sponsors and participants of defined contribution plans.

The combination of Baby Boomers heading into retirement and the arrival of Echo Boomers into savings programs is about to put financial advisors on the ride of their professional lives, according to the fourth-largest distributor of mutual funds in the United States.

DST Systems has designed a new program, Retirement Income Clearing Calculator (RICC), which will widely distribute retirement income products to sponsors and participants of defined contribution plans.