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By Baden Retirement Plan Services,an Ascensus company
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.
By My Retirement Education Center
Local Financial Planner Launches New Education Center to Help Triangle Residents Learn About and Feel Confident in Retirement Planning Decisions
By Duggins Financial
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.
By DreamWorks Capital Management LLC
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
By Ascensus
This approach clearly presents Ascensus' wide range of retirement plan solutions.
By LaChristian Porter
Some tips for a better financial future for high gas prices in Charlotte, NC
By DLG Wealth Management
Financial Advisors Offer Consultation & Lunch At Area Restaurant
By R.E. Hurst
Over the past twelve years the average 401k return has been just about zero.
By Ara Oghoorian, CFA, CFP®
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.”
By Society of Certified Senior Advisors
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.
By Gregory J. Schwartz & Co., Inc.
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.
By Net Worth Advisory Group
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.
By Global Gold Group
Gold prices went up nearly 2% last week to close at $1788.10 per ounce.
By Portfolio Research LLC
Sophisticated financial portfolio solutions to be available free over the web
By Maureen Ross, Financial Advisor
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.
By Maureen Ross, Financial Advisor, Edward Jones
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.
By Ascensus
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.
By Net Worth Advisory Group
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.
By Ascensus
Ascensus, a leading retirement plan solutions provider, today announced that it has been awarded an APEX 2011 Award of Excellence.
By Dolan Marketing Services, Inc.
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
By Ascensus
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.
By Ascensus
Ascensus, a leading retirement plan solutions provider, announced today plan design tools now available for financial advisors.
By Hoover & Associates Financial Services, Inc
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."
By Baden Retirement Plan Services
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.
By 5th Generation Investment Group
5th Generation Investment Group - If you’re not consistently gaining 10% or more return on your current investments such as your IRA, Savings Account, or other investments 5th Generation Investment Group can provide you a safer more profitable way to...
By IBS Financial Group
IBS Financial Group is happy to announce and welcome John Missad as Retirement Plan Consultant.
By Ascensus
Heritage Valley Health Systems Credits Win to Collaborative Effort with Retirement Resources Investment Corporation and Ascensus
By Either / Or Media
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.
By Ascensus
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.
By Diversified Investment Advisors
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
By Ascensus
Ascensus’ Fee-based Platform Enables 3D to More Easily Offer All-inclusive Retirement Program
By Kitchen PR
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.
By Diversified Investment Advisors
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.
By Diversified Investment Advisors
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.
By Global Gold Group
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.
By Portfolio Research LLC
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
By CelebritySites
Chuck Oliver, founder of the Hidden Wealth System, writes about investment strategies and retirement planning.
By Net Worth Advisory Group
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.
By ACap Asset Management
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.
By Net Worth Advisory Group
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.
By Net Worth Advisory Group
Enjoy these six sensible investment resolutions published by Dimensional Funds
By Admin
Retirement Luncheon for Verizon and AT&T employees at The Palm Restaurant in New York. Please call 800-900-5867 to make reservations.
By Admin
Dinner Workshop for ATT Employees at Pappadeaux in San Antonio. Call 800-900-5867 to make a reservation.
By The Personal CFO, Inc.
David Disraeli, Author of "What to Do With Your Aging Parents", launched a new website which is Mr. Disraeli's attempt to dispel volumes of misinformation about taxes, 401ks, IRAs, Roth accounts, 529 plans and life insurance.
By American Association for Long-Term Care Insurance
The IRS has announced 2011 limits for IRA, 401k pension plans and long-term care insurance deductibility.
By Net Worth Advisory Group
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.
By Admin
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?
By Admin
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
By Admin
Provided by John Jastremski | The strong dollar policy is long gone, but the greenback isn’t in peril just yet.
By Retirement Calculator, Inc.
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.

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