June 1996
Journal of Financial Planning;Jun96, Vol. 9 Issue 3, p13
Academic Journal
This article reports on various developments in the field of financial planning. It refers to a Morningstar study commissioned by FundMinder that showed how badly the average investor in growth finds underperformed the funds they invested in, due to their jumping in and out of the market. It also refers to a brochure put out by an unheard organization, The American Institute of Retirement Planners Inc., located in Lawrence, Kansas. The brochure describes three certification programs offered by the organization: the Certified Retirement Planner, the Certified Rollover Investment Advisor and the Certified 401(k) Advisor. A survey was conducted by the National Council of Individual Investors which found that there was a 638-percent difference in commissions between the most expensive full-service brokerage firm and the cheapest "deep" discount firm for executing the same transaction. A press release from Equitable Life introduces a "Ground Breaking Rollover IRA Choice Income Plan," which apparently is intended to help retirees avoid some of the minimum/maximum age withdrawal restrictions associated with defined contribution retirement plans.


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