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- How to Restore a Devastated Nest Egg
- Dan and Barbara Hoffa felt a lot wealthier in 2007 than they do today. The market's plunge vaporized half of the Hoffas' portfolio, reducing their total liquid assets to about $900,000, a little more than half of which is arrayed in 401ks and a Roth IRA. ...
- Articles 2009-09-15
- Your 60s: Retire in Comfort Despite a Tough Market
- Real Life: The HoffasLong before Michelle Obama planted a garden on the White House Lawn, Dan and Barbara Hoffa were digging up their backyard in Portland, Ore., to seed an ever-expanding plot of vegetables, fruit trees and flowers. For the next 20 years, the couple, now in their 60s,...
- Articles 2009-09-15
Additional Resources
- Retirement Planning: What to Do Now
- Whether you're 25 years away from retirement or you've already started packing up your office, there are specific steps you should now take to ensure your financial security. This step-by-step guide will keep you on track for a stress-free dismount from the corporate treadmill. 20 to 25 Years...
- Articles 2009-10-14
- Wachovia Joins RolloverSystems Network of IRA Providers, Enhancing Options for Rollover Customers; Expanding Product Base Offers Customers Greater Choice for Retirement Investments
- CHARLOTTE, N.C. -- Effective immediately, Wachovia Corporation is a member of the RolloverSystems Network of IRA providers. Now totaling 15 top financial institutions, RolloverSystems boasts the industry's largest, most comprehensive array of retirement account providers available in one place. The company operates the only independent, objective platform that enables plan...
- Research articles 2005-12-06
- Complex Retirement Plans Leave Employees Gasping.
- By Amy Trask, The Seattle Times Knight Ridder/Tribune Business News Aug. 11--A stock market that's been tumbling downward in the last 18 months has become a source of shared misery among co-workers whose retirement investments are stashed in their employer-sponsored 401k plans....
- Research articles 2002-08-11
- Retirement Withdrawals: Make Your Money Last a Lifetime
- For years you've been told that you could withdraw 4 percent of your retirement savings every year and you'd never run out of money. Turns out, it's not that simple. ...
- Articles 2009-07-29
- Rebuild Your Retirement Savings
- If you are in your 40s or younger, you probably have time to rebuild your savings before retirement. If you are in your 50s or older, and you had a lot of your 401k money in the stock market, you likely face a far grimmer truth: you may not be...
- Articles 2009-04-17
- Early Retirement? You're Dreamin' | BTalk Australia
- The AMP Superannuation Adequacy Index recently demonstrated that many Australians don't have enough money for a comfortable retirement. Today on BTalk Australia Phil Dobbie asks Michael Davison, CPA Australia's Superannuation Policy Advisor, who is most at risk and how realistic is it to expect an early retirement. ...
- Blog posts 2008-06-08
- Prudential retirement plans get COSE nod. (Prudential Investments Retirement Services; Greater Cleveland Growth Association's Council of Smaller Enterprises)
- The Greater Cleveland Growth Association's Council of Smaller Enterprises will augment its collection of small business services by offering retirement plans to its members after Jan. 1. Prudential Investments Retirement Services, a Newark, N.J.based The Greater Cleveland Growth Association's Council of Smaller Enterprises will augment...
- Research articles 1997-10-13
- Why Retirement Plans Remain A Good Deal
- Retirement plans give employees the chance to set aside some of their wages tax-deferred, producing an immediate benefit in terms of reducing current taxable income and income taxes. Employers get something out of the deal as well. No employee benefits package today is considered complete without some type of retirement...
- White papers
- Hirings.(Elizabeth Arden Salon Holdings Inc. hires Putnam Investments Inc .)(Public Employees' Retirement System hired UBS AG)(Winslow Capital Management Inc.)
- Elizabeth Arden Salon PHOENIX - Elizabeth Arden Salon Holdings Inc. hired Putnam Investments to manage its $26 million retirement savings program, said Laura McNamara, Putnam spokeswoman. Larry White, Elizabeth Arden senior vice president and chie Elizabeth Arden Salon PHOENIX -...
- Research articles 2007-05-28
- CalPERS makes alternatives commitments.(California Public Employees' Retirement System investments)(Brief Article)(Statistical Data Included)
- SACRAMENTO, Calif. - The California Public Employees' Retirement System committed $409 million to seven alternative investments. The $156 billion fund committed $150 million to the Candover 2001 Fund, a European buyout fund; $100 million each to the SACRAMENTO, Calif. - The California Public Employees' ...
- Research articles 2001-08-20
- Ameriquest Mortgage Co.(hires Putnam Investments for it 401K retirement plan)(Brief Article)
- ORANGE, Calif. -- Ameriquest Mortgage Co. hired Putnam Investments to provide bundled services for its $20 million 401k retirement plan, according to Lori Grigg, director of compensation and benefits. Beginning May 1, the plan will have eight fun ORANGE, Calif. -- Ameriquest Mortgage Co....
- Research articles 1999-04-05
- Scudder Investments launches Scudder ChoicePlan; Comprehensive retirement plan solution offering small and growing businesses bundled and unbundled service options.
- M2 PRESSWIRE-5 October 2004-ADP: Scudder Investments launches Scudder ChoicePlan; Comprehensive retirement plan solution offering small and growing businesses bundled and unbundled service optionsC1994-2004 M2 COMMUNICATIONS LTD RDATE:10042004 CHICAGO, Illinois - Scudder Investments today announced the launch of Scudder ChoicePlan, a...
- Research articles 2004-10-05
- Best Health and Retirement Plans for the Self-Employed
- As an entrepreneur, you need to become your own benefits manager. This guide will show you how to find the right health and retirement plans with the least amount of headaches. Health Benefits 1. Grab the subsidized COBRA deal, if...
- Articles 2009-08-27
- Fidelity Investments Offers Free Retirement Planning Software on Web Site
- BOSTON--BUSINESS WIRE--April 9, 1997--Fidelity Investments today announced that it is providing its interactive software tool, Fidelity Retirement Planning Thinkware, at no cost on www.fidelity.com . The software, previously available only on disk, helps investors review fundamental investing concepts, estimate retirement savings needs and identify an appropriate retirement savings strategy....
- Research articles 1997-04-09
- Fidelity Investments Issues Boomer Retirement Savings Statistics as National Retirement Summit Opens in Washington D.C. Today
- BOSTON -- Fidelity Investments will have delegates attending The 2006 National Summit on Retirement Savings in Washington D.C. which opened today March 1, 2006. The theme of the summit will be "Saving for Your Golden Years: Trends, Challenges and Opportunities." This event takes place at a time when nearly 8,000...
- Research articles 2006-03-01
- AIM Investments® Joins Retirement Income Industry Association
- HOUSTON -- AIM Investments announced today it has become a member of the Retirement Income Industry Association RIIA in support of the association's work with financial consultants to help provide secure retirement income for millions of Americans. "We're committed to providing ongoing assistance to financial advisors whose clients are...
- Research articles 2007-10-01
- AIM Investments® Launches New Retirement Marketing Tool With AIM PlanForward Module 6
- HOUSTON -- AIM Investments announced today the launch of AIM PlanForward Module 6 - Understanding Retirement Plan Fees and Expenses, a marketing program that provides a product-neutral approach for financial advisors to learn about and develop a business strategy for the 401k marketplace. Understanding Retirement Plan Fees and Expenses...
- Research articles 2007-12-05
- Delaware Investments Hires John Ring, SVP, National Sales Manager for Retirement Plan Sales
- Business Editors PHILADELPHIA--BUSINESS WIRE--Aug. 21, 2000 Delaware Distributors, L.P., the distribution arm of Delaware Investments, has hired John Ring as its senior vice president, national sales manager of the retail retirement plans channel, with responsibility for strategic planning, sales management and key account relationships. Mr. Ring has...
- Research articles 2000-08-21
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