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- The Retirement Journey: Pathways to Success in the New Retirement Market
- Senior executives across the wealth management and life insurance industries often cite retirement as one of their top growth priorities. They often differ on its magnitude, what they can do now to seize it, how much to invest, the implications that retirement will have on their overall businesses, and the...
- White papers 2005-10-18
- Why Banks Are Missing the Retirement Boom: And More Importantly, What They Can Do to Get in the Game Now
- Gone are the days when retirement was a well-identified single event, marked by a bon voyage party and a set of new luggage. Today's individuals frequently leave full-time employment only to pursue other careers or to work part-time. In fact, nearly 60% say they plan to pursue some sort of...
- White papers 2005-08-01
- Talking About Retirement Planning More Critical Than Ever
- Stock market downturns, medical cost increases, and reductions in employer-provided retirement benefits will challenge Americans retiring in the next few decades. The paper shows certain trends such as Between 1999 and 2002, equity shares declined by more than 42% ($7 trillion).According to the 2004 Employee Benefits Research Institute study, while...
- White papers 2004-10-01
- Retirement Education That Works: A Personalized Approach
- At a time when defined contribution plans continue to dominate the retirement landscape, it is critical to help employees understand their role in the retirement planning process. A well-designed retirement education program encourages employees to take ownership of their retirement through active, informed planning. This article describes a new approach...
- White papers 2004-05-01
- Taking the Risk Out of Retirement
- In much of the world, retiring is riskier than it's been since the modern welfare state began to emerge, in the late 19th century. But help may be on the way in the form of the intense competition emerging among banks, insurance companies, mutual funds, and traditional brokerage houses. As...
- White papers
Additional Resources
- Flagstone Re Announces Director to Retire from Board
- HAMILTON, Bermuda -- Flagstone Reinsurance Holdings Limited (NYSE:FSR) announced today that Marc Roston, a Director since the founding of the company in 2005, would be leaving the Board of Directors due to other commitments. Flagstone's Chairman, Mark Byrne, commented: "Marc has been a loyal and able Director and we are...
- Articles 2008-09-29
- TradePMR and Sterne Agee Financial Services Introduce New Hybrid Advisor Platform
- BIRMINGHAM, Ala. and GAINESVILLE, Fla., Sept. 29 /PRNewswire/ -- TradePMR and Sterne Agee Financial Services SAFS announce a new Hybrid Advisor platform designed to give Registered Investment Advisors RIA the freedom to serve commission and fee-based clients with no proprietary pressure either way. The new platform offers...
- Articles 2008-09-29
- MassMutual Retirement Services Expands Sales Coverage in Midwest
- SPRINGFIELD, Mass., Sept. 29 /PRNewswire/ -- MassMutual's Retirement Services Division has appointed Brad Harrison to the position of managing director, Midwest region. Mr. Harrison joined MassMutual effective September 22, reporting to Evan Gray, division sales manager for the Midwest region. In his new role, Mr. Harrison is...
- Articles 2008-09-29
- Tune in September 26 for Live "ACC Value Challenge" Webcast
- WASHINGTON -- On September 26th, Laura Stein, Chairman of the Board of the Association of Corporate Counsel ACC and Senior Vice President and General Counsel, The Clorox Company, and Mike Roster, Chairman of the ACC Value Challenge Steering Committee and retired CLO of Golden West Financial and Stanford University, will...
- Articles 2008-09-25
- VIDRIO Financial to Provide the Teacher Retirement System of Texas With its Comprehensive Investment Platform
- NEW YORK, Sept. 25 /PRNewswire/ -- VIDRIO Financial ("VIDRIO"), a newly formed subsidiary of Focus Investment Group ("Focus"), announced today that the Teacher Retirement System of Texas ("TRS") has adopted its comprehensive investment platform, VidrioInvestor. (Logo: http://www.newscom.com/cgi-bin/prnh/20080925/NY35227LOGO ) VIDRIO Financial provides a full-service platform...
- Articles 2008-09-25
- Wachovia Retirement Services Wins Five Gold Awards from Profit Sharing/401 Council of America
- Wachovia Wins Greatest Number of Gold Signature Awards for 2008 Cycle CHARLOTTE, N.C., Sept. 24 /PRNewswire-FirstCall/ -- Wachovia Retirement Services has received five Gold Signature Awards from the Profit Sharing/401k Council of America. The firm was recognized for the communication and education programs that it produced in...
- Articles 2008-09-24
- Non-Profit Coalition Aims to Improve Financial Dignity for Boomers
- Retirement Planning Helps Protect Against Market Shocks PARK RIDGE, Ill. -- As both the housing market and stock market have declined this year, they've taken a big chunk of retirement assets for the Baby Boomer generation with them. That only adds to the woes of a generation that...
- Articles 2008-09-23
- AIG Announces Suspension of Common Stock Dividends
- NEW YORK -- American International Group, Inc. AIG announced that its Board of Directors has determined that it will suspend the declaration of dividends on AIG's common stock. American International Group, Inc. AIG, a world leader in insurance and financial services, is the leading international insurance organization with...
- Articles 2008-09-23
- Wells Fargo & Company Increases Repurchase Authority to Meet Benefit Plan Requirements
- SAN FRANCISCO -- Wells Fargo & Company's (NYSE: WFC) Board of Directors today increased the Company's common stock repurchase authority by an additional 25 million shares to meet team member benefit plan requirements. The Company maintains a variety of retirement plans for its team members and typically is a net...
- Articles 2008-09-23
- BB&T to host free webinar on employer services
- WINSTON-SALEM, N.C., Sept. 23 /PRNewswire-FirstCall/ -- BB&T Payment Solutions on Oct. 7 will host a free educational webinar for employers on the advantages of offering a full range of employee services from a single financial services provider. "Employee Services: Hire-to-Retire Solutions for Business," the eighth in an...
- Articles 2008-09-23
- Affinion Group Announces Expansion of Insurance Services
- AD Silver Provides Enhanced Coverage for the Growing Population of Americans Aged 40 and over NORWALK, Conn., Sept. 23 /PRNewswire/ -- Affinion Group, a leading provider of protection solutions in consumer health and financial security, today announced an expansion of its insurance programs developed specifically for the...
- Articles 2008-09-23
- Wealth Enhancement Group Adds Chaska Location to Metro Area
- MINNEAPOLIS -- Wealth Enhancement Group, one of the region's fastest-growing financial planning firms, announced today that it will be opening a new office in Chaska, Minnesota. "The new office grew from a need to serve the Southwest Metro with a more convenient location," said Jeff Dekko, CEO of...
- Articles 2008-09-22
- Pension safety
- THOUSANDS of council staff workers have been told their pension plans are safe despite the credit crunch. But if the financial markets do not improve then council tax may rise and cash may be diverted from frontline services to fund retirement schemes, which pay out more than pounds...
- Articles 2008-09-22
- OAK Financial Corporation Announces Cash Dividend
- BYRON CENTER, Mich. -- OAK Financial Corporation (OTCBB: OKFC), the holding company for Byron Bank, announced that its board of directors declared a quarterly cash dividend of $0.22 per share. The dividend is payable October 31, 2008, to shareholders of record on October 3, 2008. OAK Financial Corporation...
- Articles 2008-09-19
- Progress Energy Elects Hyler to Board of Directors
- RALEIGH, N.C., Sept. 18 /PRNewswire-FirstCall/ -- Progress Energy's board of directors today elected to the board James B. Hyler Jr., the former president, vice chairman and chief operating officer of First Citizens Bank. (Logo: http://www.newscom.com/cgi-bin/prnh/20020923/CHM008LOGO-c ) Hyler has more than 37 years of...
- Articles 2008-09-18
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