retirement plan News

Thomas T. Riquier, CFP®, CLU, President of The Retirement Financial Center in Danvers, recently attended the 4th Annual Retirement Income Symposium in Boston.

The Jim Wigen Show - Teaching You to Get Wealthy & Stay Wealthy will be broadcast live from 9am to 10am every Saturday morning on KVCE 1160am in Dallas/Ft. Worth.

Jim will be answering your questions about money management, investing in stocks, bonds, mutual funds or gold, financial and retirement planning, insurance products, mortgages, 401k, and many other topics which affect the economy & the stock market.

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.

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.

For about 50 years, the 10-year U.S. Treasury never traded below a yield of two percent. This past Thursday morning, the yield of the world’s most popular government bond hit 1.99% for the first time in more than 50 years.

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

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.

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

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.

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.

New capabilities focus on four primary areas: simplified pricing, expanded plan sponsor reporting, comprehensive fiduciary protection and participant education.

New Offering Helps Protect Personal Assets of Retirement Plan Sponsors and Fiduciaries

Using Ascensus’ open architecture investment platform as the basis, Mesirow Financial assumes fiduciary responsibility for identifying and monitoring suitable investment options for participating retirement plans.

With tools to simplify plan management, award-winning client service and access to a wide range of investment options—including ETFs—Ascensus proved to be a good fit for Golden Eagle Distributors, Inc.’s needs.

Red River Federal Credit Union Attributes Win to Partnership with Ascensus

Kathy Henningsen Financial Advisor at Retirement Asset Management in Bellevue, WA received her Certified Financial Planner certification from the Certified Financial Planning Board.

Ascensus partners with ENT Resources, Inc. (ENTRI) to deliver 401(k) solutions to the healthcare industry. ENTRI, a specialized provider of multiple employer and custom 401(k) plans, markets their products under the Academy Benefit Partner brand.

Ascensus has launched Enroll123™ to increase participation rates in 401(k) and other types of retirement plans. Enroll123 is a free personalized mailer designed to simplify the enrollment process.

Retirement plan cost expert, Steve Butler, president of Pension Dynamics Corporation in Pleasant Hill, CA. details in e-book how to understand where money for retirement will come from and a strategy for not outliving retirement resources.

Synergy, a premier professional employer and human capital management services organization, has selected Ascensus for its 401(k) retirement plan needs.

There is a new player in the financial service sector, and it has finally arrived in New York. While most financial service companies originate on the East Coast and slowly spread towards the Midwest, RetireCo, was born in Milwaukee, Wisconsin.

RetireCo’s educational material provides people with enough knowledge that they can at minimum have an intelligent conversation with a financial professional, and do a little of their own research.

A rising number of independent financial professionals are starting to find a new home for their business, and their clients, RetireCo; a new concept in retirement planning and marketing, offering a sophisticated new approach to an age-old industry.

Milwuakee's RetireCo, is steadily gaining transaction in the world of financial services. Within days of the arrival of Apple’s new iPad, RetireCo had already developed the industry’s first compliant consumer presentations for use on the device.

RetireCo, Inc. of Milwaukee thinks that retirees need more guidance when it comes to retirement planning. RetireCo is a unique financial marketing company that allows retirees to gain a valuable education, while shopping for retirement solutions.

RetireCo, Inc. of Milwaukee, WI thinks that retirees need guidance, not sales, when it comes to retirement planning. RetireCo allows retirees to shop the retirement planning, annuity, and insurance products and services from a variety of companies.

Ascensus, a leading retirement plan solutions provider, was presented with an award for earning 43 out of a possible 46 “Best in Class” cups at the March 25th -- 2010 Awards for Excellence Dinner.

Everyone aims for one that works, and with the aid of a professional in the field. Round Rock wealth advisor John Levee introduces new solutions to making an effective retirement plan.

Webinar will detail what should and should not be included in a comprehensive financial plan, how to utilize the financial plan to maximize the probability of obtaining retirement goals, and how to update the plan to reflect your changing situation.

According to the SEC, individuals with a written financial plan have twice the money in investments as those who don’t. Don’t miss this opportunity to learn how to construct a financial tool that will benefit you for the rest of your life.

According to the SEC individuals with a financial plan have twice the money in savings and investments as those who don’t. Don’t miss this opportunity to learn how to construct a financial tool that will benefit you for the rest of your life.

Wisconsin based RetireCo is changing the way retirement planning and retirement education are delivered across the country.

Ascensus, a leading retirement plan solutions provider, bolstered its sales force with an additional Regional Vice President, Josh Haynes, who will focus on the company’s “Rocky Mountain” territory.

Scott M. Spann, CFP(R), EA recently joined the South Carolina Chapter of the Financial Planning Association (FPA). As the founder of LifeSpan Financial Planning, his firm provides financial life planning on a Fee Only basis.

Ascensus, a leading retirement plan solutions provider, unveiled a new, streamlined proposal for 2010. The proposal makes it easier for financial advisors to connect with prospects and speak to those issues most important to them.

As the stock market reaches its most volatile levels since the Great Depression, people are looking for alternative ways to invest their retirement funds.

The easy read coffee table book not only shows readers how to build credit and avoid unnecessary debt, but also how to build dreams to reality. Readers learn how to design a life and career they are passionate about.

In the Indian context, the need for systematic retirement planning is even more acute, given the fact that as much as 87 per cent of India's workforce of 425 million has no formal pension cover.

If you've already stopped working and are receiving income from an account based pension or annuity, you may wish to consider a number of options which may assist in making your retirement savings last longer.

Like John Lennon sang, life is what happens when you're busy making other plans. And if you were making plans to stop work some time soon, the falls in financial markets may have you asking yourself some tough questions about where the next couple of

It wasn't that long ago when super investors of all ages were enjoying strong returns from their investments.

Successful families demand coordinated financial strategies where investments, insurance, real estate and business assets are working in concert. The mission of Summit Financial Advisors is to be the single resource for comprehensive wealth managemen

Barclays Financial Planning has announced a prize draw in which 20 customers can win investments of £10,000 to help fund either their retirement or their children’s future