401k News

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.

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

Diversified has earned two 2011 DALBAR Communication Seals for its total retirement and defined contribution statements. The awards recognize excellence among written and electronic communications that meet the needs of retirement plan participants.

In the USA employees are offered to apply for alternative pension program called 401k plan. It is a saving account with deferred tax.

Diversified has announced that Joe Masterson, SVP and chief sales and marketing officer, has been appointed to the advisory board of EACH Enterprise, LLC, a research and marketing company serving the institutional retirement plans market.

Diversified Investment Advisors recommends employers offer personalized assessments to educate employees about where they stand in terms of progress toward their retirement savings goals, helping them stay on track for a fully funded retirement.

Experts that belong to the London Bullion Metals Association are expecting the price of gold bullion and gold coins to hit $1,457 per ounce in 2011 – an 8.5 percent increase over the closing price of gold coins last Friday.

Portfolio Research LLC's Risk Report for the period ending December 31, 2010 indicates that risk-controlled investing is becoming more challenging as bonds grew more volatile and provided less diversification value

A recent IRS study has found that 401k plans are the most "most non-compliant plan type in the retirement plan universe".

Chuck Oliver, founder of the Hidden Wealth System, writes about investment strategies and retirement planning.

401(k) plans can involve a long list of costs and fees, some of which are covered by the employer and some by the employee. However, with some effort and diligence, you have the ability to drastically reduce these costs.

Jump-Start Your Retirement Planning Days is a chance for consumers to get FREE financial advice from some of the nation’s top financial advisors, including Ara Oghoorian, CFA. 9 a.m.- 6 p.m. EST on Friday, January 21st and Tuesday, January 25th.

All retirement plans have limitations. The 401k limitations are impost limitations, indemnity limitations or catch up limitations. Due to these limitations one should begin thinking about receiving a retirement plan as soon as possible.

David Swapp, Certified Financial Planner and partner at Net Worth Advisory Group, a fee only financial planning firm in Salt Lake City, Utah, contributes to a round table discussion concerning the wealth management industry.

Nowadays it seems like every employer has a 401(k) plan. Have you ever considered to get one yourself but simply had no idea how it works? It’s ok. The government will help you understand and make a right decision.

Both 401k contribution limits and withdrawal rules change this year. While the financial sector still defines and administers the retirement plans, it is IRS (Internal Revenue Service) that regulates them.

Enjoy these six sensible investment resolutions published by Dimensional Funds

The question “What is a 401k?” is the one that many of us ask either themselves or their friends and relatives.

Retirement Luncheon for Verizon and AT&T employees at The Palm Restaurant in New York. Please call 800-900-5867 to make reservations.

Dinner Workshop for ATT Employees at Pappadeaux in San Antonio. Call 800-900-5867 to make a reservation.

Newly formed RIA firm opens in Orlando Florida to assist Florida companies with their 401(K) plans by assisting with plan costs, menu selection and dealing with discriminatory issues by initiating ERISA section 3(21)A.

David Disraeli, Author of "What to Do With Your Aging Parents", launched a new website www.pcfo.net which is Mr. Disraeli's attempt to dispel volumes of misinformation about taxes, 401ks, IRAs, Roth accounts, 529 plans and life insurance.

The IRS has announced 2011 limits for IRA, 401k pension plans and long-term care insurance deductibility.

On November 2, 2010, Ray LeVitre, founding partner of Net Worth Advisory Group, a fee-only financial planning firm, appeared on the KSL Studio 5 program to discuss the factors investors should consider when identifying a qualified financial advisor.

Provided by The Retirement Group | It may be the best retirement planning tool you have. Do you have a million dollars? At the moment, probably not. But if you invest and save diligently and let your assets compound, who knows?

We are a group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for the corporate transitioning employee. When should you apply for benefits? Consider a few factors first

Provided by John Jastremski | The strong dollar policy is long gone, but the greenback isn’t in peril just yet.

For those who are 50 years old or older and are planning for retirement, the amount of information available about your 401(k) plan can make your head spin. This article gives you the key items you need to know in a nutshell.