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March 1, 2013
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Financial and wealth management news for the retirement community

  Top News 
  • Few investors have raised questions about 401(k) fees, LIMRA says
    Investors aren't flooding plan sponsors with questions about their 401(k) fees, despite disclosures that sponsors began providing last year. But, according to LIMRA, half of investors still don't know how much they pay in plan fees. Some say both situations are the result of complicated and lengthy language used in the disclosures. USA Today (2/28) LinkedInFacebookTwitterEmail this Story
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  Industry Update 
  • Startup offers trend-based investment choices
    A company called Motif allows investors to buy "motifs" -- groups of stocks that fit a certain theme. For example, there's a "Tablet Takeover" motif that favors stocks related to tablet computers. Motif is one of a few startups that are trying to disrupt traditional investment models. "There's room for these niche players if they can get some traction," said Gartner analyst David Schehr. The Miami Herald (free registration)/The Associated Press (2/28) LinkedInFacebookTwitterEmail this Story
  • Study looks at contributions by those with both IRA and 401(k)
    Workers who have both an IRA and a workplace 401(k) had an average total balance of $225,000 on Dec. 31 and contributions of about $11,000 during the year, Fidelity says. "By maximizing the long-term, tax-advantaged growth potential of both workplace savings plans and IRAs, investors can create a personalized plan to help them achieve better outcomes in retirement," Fidelity's James MacDonald says. Financial Advisor online (2/28) LinkedInFacebookTwitterEmail this Story
  • Commentary: More 401(k) plans include independent advice
    Employers increasingly are including advice from independent financial advisers among the features in their 401(k) retirement savings plans, Mark Miller writes. Independent financial advice is offered, by phone or online, by about one-third of 401(k) plans, Aon Hewitt says. Reuters (2/28) LinkedInFacebookTwitterEmail this Story
  • Lawyer cites areas to watch on fiduciary rule
    The U.S. Labor Department's new fiduciary rule, scheduled to be issued this summer, is likely to draw scrutiny from the industry, lawyer Brad Campbell says. Among the top concerns: the precise formulation of prohibited-transaction exemptions, the way the rules affect the IRA marketplace and the way rollover solicitations will be treated, Campbell says. AdvisorOne (2/28) LinkedInFacebookTwitterEmail this Story
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  Financial Literacy 
  • Tips on merging money when marrying after age 50
    Couples age 50 and older need to sort through key financial issues before getting married, experts say. Getting married can cut off access to a former spouse's Social Security benefits and reduce the amount of financial aid a college-age child receives, for example. MarketWatch (2/27) LinkedInFacebookTwitterEmail this Story
  On the Economy 
  Building Your Practice 
  • 5 ways to get people to answer your e-mails
    If you want people to actually read and answer your e-mails, get to the point immediately and proofread them before hitting the "send" button, writes Dave Johnson. "[Y]ou'd be surprised how often what makes sense in your head is borderline gibberish when it lands on the screen," he writes. Also, choose subject lines that accurately reflect the content of your messages, he advises. CBS MoneyWatch (2/28) LinkedInFacebookTwitterEmail this Story
The mark of mediocrity is to look for precedent."
--Norman Mailer,
American writer

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