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- Charles Schwab Plan Sponsor Clients Earn Eight PSCA 2008 Signature Awards
- Gold Award Winners Include Universal Orlando Resort, Meijer, and Phillips-Van Heusen; Schwab Recognized with Two Awards SAN FRANCISCO -- Clients of Charles Schwab earned a total of eight awards, including four golds, in the Profit Sharing/401k Council of America PSCA 2008 Signature Awards program - more than any other...
- Research articles 2008-10-20
- 11th Annual Black Investor Survey Shows White Americans Have More Than Twice as Much Saved For Retirement as Blacks, but Finds Employers Well Positioned to Make a Difference
- CHICAGO -- African-Americans are on equal footing with Whites when it comes to accessing and enrolling in employer-sponsored defined contribution plans, but save far less each month and have a considerably smaller nest egg than their White counterparts, according to the 11th annual Ariel/Schwab Black Investor Survey. According to...
- Research articles 2008-10-15
- Americans Look to Next Administration for Help in Achieving a Financially Secure Retirement
- New Transamerica Retirement Survey Reveals Significant Drop in Retirement Confidence During the Past Year LOS ANGELES -- Americans' confidence in their ability to retire comfortably has declined significantly over the past year, according to a special edition of the Transamerica Retirement Survey. In anticipation of the upcoming elections, the...
- Research articles 2008-10-09
- Financial Planner's Advice: Don't Tap Your Retirement Account!
- SARASOTA, Fla. -- Don't make a costly mistake with your retirement money in today's turbulent financial markets, says Sarasota financial planner Phil Couture. "Do everything you can to avoid making withdrawals from your retirement accounts to meet immediate cash needs, and take steps to safeguard your long-term investments," said...
- Research articles 2008-10-07
- Market Mess Exposes Gaps In 401 Savers' Knowledge
- Byline: Jessica Marquez & Jeremy Smerd Heading into work September 15, Linda Garcia knew she was in for a long day. That morning, amid a financial market meltdown, Bank of America announced it was acquiring Merrill Lynch. Garcia, vice president of HR at Seffner, Florida-based Rooms To Go,...
- Research articles 2008-10-06
- AARP to present 401(k) symposium in OKC
- AARP Oklahoma will be host for a free symposium to encourage employers to start automatic 401k enrollment for employees from 9:30 a.m. to 2 p.m. Oct. 7 at the Oklahoma History Center in Oklahoma City. A complimentary lunch will be served. Reservations are being accepted by contacting Nancy...
- Research articles 2008-09-30
- Rothschild Investment Corporation's "401k University Series" Welcomes Fred Reish, Nationally Renowned Employee Benefits Author and Attorney
- CHICAGO -- In December 2007, the Department of Labor established new rules that approved target date funds as a qualified default investment alternative in retirement plans. Since then, target date funds, which offer automatic portfolio rebalancing as participants progress toward retirement, have increasingly replaced historically low-yielding money market funds as...
- Research articles 2008-09-29
- Valley calendar
- Monday, September 29 After Hours Mixer 5:30-7:30 p.m. Chatsworth Chamber of Commerce Comfort Inn 21603 Devonshire Street, Chatsworth Free, please RSVP at the Chamber offices at (818) 341-2428 Tuesday, September 30 Sales & Negotiation for Non-Salespersons Two-part Workshop--Part I 4-6...
- Research articles 2008-09-29
- PHI Again Honored for Employer Excellence
- Top Employer for Workers Over Age 50 by AARP and Diversity Elite 60 by Hispanic Business WASHINGTON -- AARP has named Pepco Holdings, Inc., (NYSE:POM) as one of the best employers in the nation for workers 50 and older, while Hispanic Business magazine named the company to its Diversity...
- Research articles 2008-09-25
- ATSI Communications Named One of 50 Fastest-Growing Technology Companies in Texas
- ATSI Communications, Inc. (OTCBB: ATSX) has been selected by Deloitte & Touche LLP, along with their corporate partners America's 401k, CresaPartners, Gardere Wynne Sewell LLP, NASDAQ, TriNet and Porsche as one of the 2008 50 fastest-growing technology companies in the state of Texas. The ranked list of winners will...
- Research articles 2008-09-03
- Suits aimed at recovering subprime investment losses could shape adviser roles
- Once the scope of the subprime mortgage crisis became clear, a number of pension and 401k plans with assets invested in subprime mortgage obligations filed lawsuits to recover their losses. They cite a provision of ERISA that holds fiduciaries liable for losses resulting from a breach of fiduciary responsibilities. Additional...
- Research articles 2008-09-01
- Commentary: Dept. of Labor wants a better consumer
- On July 23, the Department of Labor DOL released its proposed rules for "Fiduciary Requirements for Disclosure in Participant- Directed Individual Account Plans." Try saying that three times fast. The long and short of this 32-page document is the latest in regulation aimed at...
- Research articles 2008-08-25
- Seniors III 2008 Feature Releases
- SAN FRANCISCO -- The following releases focuses on the topic Seniors III: ALL TIME-OFFS ARE IN EASTERN TIME, UNLESS NOTED STORIES MOVED AT 4:35 AM ET ON AUGUST 18, 2008. LOUISVILLE, Ky.-- GE Consumer & Industrial Universal Design Principles in New Appliance Development Will Aid Aging Baby Boomers...
- Research articles 2008-08-18
- Letters to the Editor - Lamorinda Sun -- Aug. 15
- Frivolous suits not so funny As a Moraga resident, I began reading Mike Zampa's "The Big Picture" column on Aug. 8 expecting to be amused as he poked a little good-natured fun at some of the recent goings-on in our town. True, as Mike Zampa observed, things are...
- Research articles 2008-08-14
- Follow the Fed to investment success; the effortless strategy to beating Wall Street
- Follow the Fed to investment success; the effortless strategy to beating Wall Street. Roberts, Douglas S. John Wiley & Sons 2008 200 pages $24.95 Hardcover HG4910 Roberts, a Wall Street financial advisor and noted expert on the Federal Reserve Bank, offers this...
- Research articles 2008-08-01
- Scaling new heights
- Despite a stumbling start, the Roth 401k feature may have found its footing in the defined contribution plan space. Many retirement experts commonly assume that most large plan sponsors will eventually have to adopt a Roth 401k, considering that more Americans will see the need to diversify their...
- Research articles 2008-08-01
- Orinda, employees union at odds over retirement plan
- Orinda's city employees' union and its City Council are at odds over the employees' retirement savings plan -- a hot button issue that has prompted an early start to contract negotiations. The employees want inclusion in the California Public Employees' Retirement System -- a virtually hands-off penison plan...
- Research articles 2008-07-31
- Banking rules recipe for failure
- When the investment banking firm of Bear Sterns recently imploded from $29 billion in shareholder value to essentially nothing in a matter of days, I was prompted to crack the books I had to study to become a licensed broker dealer many years ago. In my own...
- Research articles 2008-07-11
- Banking rules recipe for failure
- When the investment banking firm of Bear Sterns recently imploded from $29 billion in shareholder value to essentially nothing in a matter of days, I was prompted to crack the books I had had to study to become a licensed broker dealer many years ago. In my...
- Research articles 2008-07-09
- Revising retirement: Declining markets, rising costs force older
- Bob Wassom was at the top of his career when the advertising company he worked for merged with another. Five years later, his contract was not renewed. That was in 2006. Wassom's buyout kept him going about a year. Now the freelance writer, too young to retire at...
- Research articles 2008-07-06
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