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January 30, 2013
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Financial and wealth management news for the retirement community

  Top News 
  • Roth 401(k) conversions draw little interest, experts say
    Congress has given retirement savers a chance to turn their 401(k) retirement plans into Roth savings accounts, but few individuals and plan sponsors appear interested, plan administrators say. Many people don't know how to determine whether they are better off paying taxes on their retirement investments now or later -- which is the difference between the two types of accounts, experts say. Other factors limiting interest are the lack of awareness of the change and a desire among plan sponsors to simplify options for employees. MarketWatch/Encore blog (1/29) LinkedInFacebookTwitterEmail this Story
Selling your business? Here are 7 things you should do now.
If you're considering selling your business, you should be doing everything you can to get the best possible price. In just 7 simple steps you can improve your chances of attracting buyers and getting big bucks for your business. Read the article and learn the 7 steps.

  Industry Update 
 
  • How the Affordable Care Act could alter retirement benefits
    A tax provision in the Affordable Care Act could change employers' calculations for providing compensation and retirement benefits, writes Casey Mulligan of the University of Chicago. Under a change set to take effect next year, employees' wages and salaries will determine their eligibility for health insurance premium subsidies, but employers' pension contributions will not factor into that calculation. "Even though the Affordable Care Act is known as a health-insurance law, in effect it could be paying for a large portion of employer contributions to pension plans," Mulligan writes. The New York Times (tiered subscription model)/Economix blog (1/30) LinkedInFacebookTwitterEmail this Story
  • Labor Department looks to improve benefits statements
    The U.S. Labor Department says it will use focus groups including the American Life Panel to assess whether information can be better presented in retirement-plan benefits statements. The department is seeking comments about those survey methods to assess their effectiveness. PlanAdviser.com (1/28) LinkedInFacebookTwitterEmail this Story
  • Study: Small firms opt for health plans over retirement plans
    More small businesses offer insurance benefits, either alone or alongside retirement plans, than just retirement plans alone, a LIMRA study found. Forty-seven percent of small firms surveyed said they offer only insurance benefits, while 23% offer insurance and retirement benefits and 4% offer only retirement. AdvisorOne (1/29) LinkedInFacebookTwitterEmail this Story
  • Where the financial advisory industry may be headed
    Consolidation will continue in the advisory-firm industry, and the market will be segmented according to client size, says Philip Palaveev. Also among Palaveev's predictions for the industry's future: The battle for talent will continue, and basic wealth-management knowledge will become a commodity through the use of technology. AdvisorOne (1/29) LinkedInFacebookTwitterEmail this Story
Transformational Journeys: Modern Business Planning
Harvard Business Review explores why CFO's and their finance organizations must adapt to the changing landscape of their markets and how big data, organizational collaboration, and new cloud-based planning and analysis technologies are driving successful change.
Click here to access the report.

  On the Economy 
  • Strategist: Economy is in better shape than reported
    While it may not be apparent from news reports, the fundamentals underlying the U.S. economy look remarkably good, says Greg Valliere, Potomac Group's chief political strategist. Unemployment is on track to fall to 7% by year's end, gross domestic product is likely to rise 2.5% in the second quarter, there isn't a hint of inflation and interest rates are low, he says. WealthManagement.com (U.S.) (1/29) LinkedInFacebookTwitterEmail this Story
  Building Your Practice 
  • Expert: Tomorrow's adviser must be a digitally focused friend
    Members of Generation Y will become a bigger proportion of affluent clients, and that means the financial advisers of the future will have to do their jobs in a different way, said Brett King, author of "Bank 2.0," at the Financial Services Institute's Onevoice 2013 conference. Advisers will have to be as digitally focused as members of Generation Y are, and talk to their clients as friends rather than as experts, King says. WealthManagement.com (U.S.) (1/29), AdvisorOne (1/30) LinkedInFacebookTwitterEmail this Story
  • Other News
  SmartQuote 
Good judgment comes from experience, and often experience comes from bad judgment."
--Rita Mae Brown,
American writer


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