401k Latest News

David Crotty, Brian Stubbs, and Erik Whinery oversee the company’s retirement product sales & marketing in the Texas, East, and Rocky Mountain regions.

IBS Financial Group is happy to announce the expansion of their investment fiduciary support to include ERISA 3(38) fiduciary services.

Loren D. Stark Co has been selected to be the Third Party Administrator for the newest defined contribution product on the market.

Leading recordkeeper has provided ETF access within its plans to financial professionals focused on lower-cost investments since 2009

The Mid-State Group has launched the premier issue of Beyond Insurance, its new flagship risk management magazine for well-informed business leaders.

Dan Romero C(K)P® Among the first of 75 financial professionals in the country to be awarded the Certified 401(k) Professional Designation from The Retirement Advisor University In Collaboration with UCLA Anderson School of Mgmt Executive Education

Bill Duggins, CFP®, CPA, AIF®, and founder of Duggins Financial has once again been named a Five Star Wealth Manager by Orange Coast magazine. Less than 2% of the 13,400 wealth managers in Orange County receive this award.

If you have recently changed positions, have retirement assets in a 401k or 403b from previous employment, are recently self-employed or are thinking of starting your own business, then don’t miss finance seminar

Ara Oghoorian, CFA, CFP® of ACap Asset Management, Inc. will present 2 sessions at this year’s LACPMS conference: “Behavioral Finance: Are Your Emotions Costing You $$?” & “Stretching your Income – Tips for Budgeting and Planning.”

Sea Island, the luxurious Georgia-based island vacation resort, has chosen Bloomfield Hills’ Gregory J. Schwartz & Co., Inc., as advisors to its 401(k) retirement plan.

Retirement Strategies Group Comments On Lawsuit Against Morgan Stanley and Weyerhaeuser

The contribution limits for IRAs and 401(k)s are continually changing. This year the limits have increased by $500 for most IRAs and $1,000 for most 401(k)s.

David Crotty, Brian Stubbs, and Erik Whinery oversee the company’s retirement product sales & marketing in the Texas, East, and Rocky Mountain regions.

IBS Financial Group is happy to announce the expansion of their investment fiduciary support to include ERISA 3(38) fiduciary services.

Vilma Jaruliene a resident of Oak Lawn, IL, was recently selected to join Great Lakes Financial Partners as a financial representative.

Learn about the benefits of the Solo 401(k), and how it may be advantageous depending on your economic circumstances.

Loren D. Stark Co has been selected to be the Third Party Administrator for the newest defined contribution product on the market.

The newest employer paid employee benefit product on the market insures 401k, 403b, and 457 participants from the devastating effects a disability can have on retirement plans

London, England – UK based company Be Smart Limited have developed a new website aimed at the American 401k and IRA pensions and investment markets, with a focus on gold as a key component of that investment.

Bill Losey, America’s Retirement Strategist® and 401(k) rollover expert, published a new blog discussing eight ways to save for retirement that you may have overlooked.

Leading recordkeeper has provided ETF access within its plans to financial professionals focused on lower-cost investments since 2009

Bill Losey, America’s Retirement Strategist® and 401(k) rollover expert, published a new blog discussing five different scenarios where 2013 could be financially worse than expected.

The Mid-State Group has launched the premier issue of Beyond Insurance, its new flagship risk management magazine for well-informed business leaders.

Bill Losey, America’s Retirement Strategist® and 401(k) rollover expert, publishes a new article discusses some interesting findings from stock market historians about the performance of the stock market during presidential elections years.

Dan Romero C(K)P® Among the first of 75 financial professionals in the country to be awarded the Certified 401(k) Professional Designation from The Retirement Advisor University In Collaboration with UCLA Anderson School of Mgmt Executive Education

Financial Advisor Gregory Ricks explains how you can maximize the effectiveness of your IRA when passed along to children

Gregory Ricks, retirement planning expert, was recently featured in USA Today as well as major online media outlets, including Yahoo!Finance, Morningstar, CNBC, MarketWatch and many others.

Baden Retirement Plan Services, an Ascensus company announces the appointment of Edward L. Davis, CRC and Robert M. Congdon as its new Sales Managers.Congdon focuses on key financial advisor clients and Davis on new financial advisor relationships.

Local Financial Planner Launches New Education Center to Help Triangle Residents Learn About and Feel Confident in Retirement Planning Decisions

Bill Duggins, CFP®, CPA, AIF®, and founder of Duggins Financial has once again been named a Five Star Wealth Manager by Orange Coast magazine. Less than 2% of the 13,400 wealth managers in Orange County receive this award.

If you have recently changed positions, have retirement assets in a 401k or 403b from previous employment, are recently self-employed or are thinking of starting your own business, then don’t miss finance seminar

This approach clearly presents Ascensus' wide range of retirement plan solutions.

Some tips for a better financial future for high gas prices in Charlotte, NC

Financial Advisors Offer Consultation & Lunch At Area Restaurant

Over the past twelve years the average 401k return has been just about zero.

Ara Oghoorian, CFA, CFP® of ACap Asset Management, Inc. will present 2 sessions at this year’s LACPMS conference: “Behavioral Finance: Are Your Emotions Costing You $$?” & “Stretching your Income – Tips for Budgeting and Planning.”

Baby boomers are now focusing on increased savings methods and decreased spending. This generation is thinking differently than ever before and carefully planning for their futures.

Sea Island, the luxurious Georgia-based island vacation resort, has chosen Bloomfield Hills’ Gregory J. Schwartz & Co., Inc., as advisors to its 401(k) retirement plan.

Next year, 401(k) plan participants will see the true cost of their retirement accounts for the first time – and many will not be pleased. In April 2012, long-awaite rules designed to improve fee transparency in 401(k) plans will go into effect.

Summary: Some of the most important decisions that we will ever make as individuals relate to our investment for retirement plans.

Gold prices went up nearly 2% last week to close at $1788.10 per ounce.

Sophisticated financial portfolio solutions to be available free over the web

These days, when people "retire," they have many decisions to make. Work part time? Volunteer? Go back to school? Whatever the decision, they need to be financially prepared.

National Save for Retirement Week runs October 16 through 22. The event is designed to promote the benefits of saving for retirement and to encourage workers to take full advantage of their employer-sponsored retirement plans.

Ascensus, a leading retirement plan solutions provider, today announced that it has appointed Karen Olsen, Jason Timko and Anna Toy as Regional Vice Presidents for its Florida, New York Metro and Pacific Northwest territories, respectively.

Understanding IRA Rollovers from a previous employer's 401k

Most people need to borrow money at some point, but is borrowing from a 401(k) plan the best solution? Borrowing from a 401k plan is unique in that you're borrowing from yourself instead of a third party. However, you may forgo important benefits.

Ascensus, a leading retirement plan solutions provider, today announced that it has been awarded an APEX 2011 Award of Excellence.

Bruce Greenstein, LUTC, of Tim Shaw Financial Services Group, Inc. will present an educational workshop entitled, “Protection for Life” on July 20, 21, and 28 at 5:00 p.m. at the Olive Garden Restaurant, 12870 Cleveland Ave, Fort Myers, FL 33907

Ascensus, a leading retirement plan solutions provider, today announced it has partnered with Edward D. Jones & Co., L.P. to provide SingleSource, its open architecture retirement plan platform, to Edward Jones’ more than 12,000 financial advisors.

Ascensus, a leading retirement plan solutions provider, announced today plan design tools now available for financial advisors.

Hoover and Associates Financial Services, Inc. will host a Dessert and Discussion on Tuesday, June 21, 2011. Patrick Wisneski, VP, Regional Sales Manager for Oppenheimer Funds will be discussing: “Pulse of the Market: Changing Times for Investors."

Baden Retirement Plan Services has appointed Brian Smith as Sales Manager. Mr. Smith will develop business relationships to increase sales among insurance company and mutual fund wholesalers, and financial advisors in the Midwest.

Tickets On Sale Now for the Retirement Boot Camp on Saturday, May 21st. June 18th, & June 25th – Learn from the expert in the field of Retirement how to make yours amazing!

IBS Financial Group is happy to announce and welcome John Missad as Retirement Plan Consultant.

Heritage Valley Health Systems Credits Win to Collaborative Effort with Retirement Resources Investment Corporation and Ascensus

Sam Nelson of Website Muscle will discuss 9 Steps to Maximizing Your Online Presence, while 401(k) Consultant Daniel S. Romero, CFP®, AIF®, CFS Will Outline Five Items all business owners should be aware of if they offer a company plan.

Perdomo will be responsible for helping Ascensus’ business partners and financial advisors grow their business in the key five-state territory of Arkansas, Tennessee, Louisiana, Mississippi and Alabama.

A survey conducted by Diversified Investment Advisors and the American Hospital Association found that Healthcare employers are relying more on retirement plan providers to administer their plan and help them meet their fiduciary responsibilities

Ascensus’ Fee-based Platform Enables 3D to More Easily Offer All-inclusive Retirement Program