On Wall Street

Rethinking Retirement

• Labor Department Changes Tack on 401(k) Fee Disclosure

  February 2, 2012

  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.

• Using Predictable Income To Strengthen Client Ties

  February 1, 2012

  With trust harder to come by, advisors should lean on personalized services and product fluency.

• U.S. Retirement Market Projected to Hit $22 Trillion by 2016

  January 30, 2012

  The U.S. retirement market is projected to grow to nearly $22 trillion by 2016. That represents a 38% increase from an estimated $16 trillion mark for the end of 2011, due mostly to continuing market recovery.

• Target-Date Funds Get Customized as Plan Sponsors Take Charge

  January 30, 2012

  Custom target-date funds are beginning to proliferate at the expense of their off-the-shelf counterparts. That’s due to plan sponsors wanting to have greater control over what’s in a fund and have access to a wider array of investments to put in them.

• Working With an Advisor Changes Americans’ Retirement Outlook

  January 27, 2012

  Retirement can be daunting — but having sound financial advice makes Americans feel like they have a better handle on it, according to a survey by Franklin Templeton.

• Retirement Plan Participants Seek Direction from Employers: Study

  January 26, 2012

  Participants in defined contribution retirement plans want direction—and even prompts—from their employers when it comes to saving for retirement. That’s one of the findings from a survey by State Street Global Advisors, the asset management business of State Street Corp.

• Men and Women Do Retirement Planning Differently

  January 25, 2012

  A study by Ameriprise Financial and Harris Interactive found that men outpace women in planning for the financial aspects of retirement at a ratio of 77% to 72%. However, women are more likely to say they have thought about what they would like to do during retirement.

• Most Americans Still Support Retirement Savings Tax Incentives

  January 25, 2012

  The vast majority of U.S. households — regardless of demographic and financial characteristics — overwhelmingly support preserving the nation’s current tax incentives to encourage retirement savings.

• Paychex Unveils Advisor Select 401(k) For Financial Advisors

  January 24, 2012

  Payroll and benefits outsourcing provider Paychex has launched Paychex Advisor Select 401(k), an offering designed for fee-based financial advsors.

• Workers Mixed on Retirement Readiness

  January 24, 2012

  Reports focused on Gen X and multi-age workers reveal varied confidence levels when it comes to planning a retirement strategy.

• The 5 Biggest Threats to Your Clients’ Retirement Nest Eggs

  January 18, 2012

  Financial planners know all too well how difficult it can be to get their clients motivated enough to make the sacrifices and investment decisions that are necessary to ensure a comfortable retirement. But what could possibly derail the retirement plans of those clients who are already doing everything right?

• To Get Women To Save For Retirement, First Get Them Talking

  January 12, 2012

  Americans overall aren’t saving enough for retirement, and as a group, women especially seem not to be prepared. Only 8% of women workers believe that they’re building a large enough retirement fund for themselves, according to a new study.

• Schwab Introduces Index Fund 401(k) Plans

  January 11, 2012

  The offering gives 401(k) plan participants access to index mutual funds with low operating expenses as an alternative to more expensive actively managed funds typically found in most 401(k) plans.

• Raymond James Announces New Director of Retirement Solutions

  January 10, 2012

  Raymond James has named a former Goldman Sachs Investment Management vice president to the new position of director of retirement solutions.

• BofA Merrill Lynch Retirement, Benefit Plan Business Hauled In $19B in New Assets in 2011

  January 10, 2012

  While all eyes were on Bank of America’s stock price last year, the Bank of America Merrill Lynch retirement and employee financial benefit plan businesses quietly thrived by pulling in $19 billion in new financial benefit plan assets.

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