Retirement Lists
Read about the top trends affecting retirees, including their lifestyle choices, investments and related topics.
Draw Up a Plan
By Joni YoungwirthMarc, at age 59, merged his successful financial planning practice with that of a 40-year-old planner who was affiliated with the same broker/dealer. Marc now...
July 27, 2005
Ta Officials Publish Guidance Priority ListValuation of estates, Roth individual retirement account distributions and tax treatment of annuities used in retirement plan withdrawals are some of the topics on ...
July 19, 2005
Web Site Lists Resources For Citizen Soldiers, EmployersEmployers United for a Stronger America has developed a database of support services for activated members of the Guard and Reserve, the servicemembers' relatives ...
December 29, 2003
Segal Publishes Benefit Plan Filing CalendarNU Online News Service, Dec. 29, 2003, 3:46 p.m. EST -- The Segal Company, New York, has published the 2004 Reporting & Disclosure Calendar ...
December 02, 2003
Agency Publishes ERISA Compliance GuideNU Online News Service, Dec. 2, 2003, 12:55 p.m. EST -- The federal Employee Benefits Security Administration has issued the Reporting and Disclosure Guide ...
November 10, 2003
BISYS Sets Up Individual(k) Advisor DirectoryNU Online News Service, Nov. 10, 2003, 3:24 p.m. EST -- The BISYS Group Inc., New York, is setting up the Individual(k) Advisor Registry, ...
February 02, 2003
Good Strategy For Today: Suggest A Financial Fresh StartGood Strategy For Today: Suggest A Financial Fresh StartByMuch space in recent issues of this magazine has been devoted to the needs and concerns of ...
January 12, 2003
Targeted E-Mail Lists Can Help Sales Execs Reach ProducersTargeted E-Mail Lists Can Help Sales Execs Reach ProducersBy Judy DiamondQualified retirement plan sales executives in the mutual fund, insurance and banking industries have begun ...