A Silver Lining

Jones, Lucretia Disanto
June 2002
Advisor Today;Jun2002, Vol. 97 Issue 6, p32
Trade Publication
Reports on the emergence of new roles and opportunities for advisors and retirement plan providers as of June 2002. Restriction of advisors who represent companies administering 401 (k) plans; Benefits of the Retirement Security Advice Act; Advantage of the Economic Growth and Tax Relief Reconciliation Act of 2001.


Related Articles

  • Do You Really Want To Be A 401(k) Consultant? BOHANAN, BO // On Wall Street;Mar2010, Vol. 20 Issue 3, p51 

    The article discusses the work of a consultant in the 401(k) market in the U.S. It provides the pitfalls encountered in this market such as dealing with people with their own agendas and keeping their employees educated and motivated to increase participation. It cites the proposed Investor...

  • Know thy pipeline -- the when and why sponsors are shopping. BARSTEIN, FRED // Employee Benefit Adviser;Aug2009, Vol. 7 Issue 8, p20 

    The article examines the challenges faced by benefits advisers with changes in the 401kExchange Opportunity Index. When the economy is performing poorly, the index is high, meaning that retirement sponsors are willing or are inclined to change benefit advise providers and record keepers. The...

  • 401(k) source list. Harris, Charlene // Benefits Selling;Dec2012, Vol. 10 Issue 12, p51 

    A list of 401(k) plan providers is presented, along with their phone number and website, including 401kAdministrators.com, Aegis Financial Group, and Alliance Pension Consultants.

  • Sponsors OK more changes.  // Pensions & Investments;4/4/1994, Vol. 22 Issue 7, p23 

    Reports on the study conducted by Buck Consultants Inc. regarding 401(k) plan sponsors' tolerance of frequent investment allocation changes by their participants. Increase in daily and monthly account transfers; Permission for annual or semi-annual account transfers; Prevalence of quarterly...

  • 401(k) designs continue to mature. Duff, Susanna // Employee Benefit News;May99, Vol. 13 Issue 6, p45 

    Focuses on the report released by Buck Consultant on plan designs for 401(k). Explanations from Rich Koski, a retirement plan designer consultant in Buck's New Jersey headquarters; Findings of the report; Implication of the findings.

  • ON THE WEB.  // Employee Benefit Adviser;May2013, Vol. 11 Issue 5, p10 

    The article presents topics and tweets from the "Employee Benefit Adviser" website eba.benefitnews.com including one on the age gap at the U.S. insurance industry, one on incentives and disincentives, and one on 401(k)s in Retirement Gamble special.

  • Finding Its Place. Bliman, Nicole // Plan Adviser;Nov2011, p3 

    The article offers information the 2011 PLANSPONSOR DC Survey which focuses on U.S. employer adoption of Roth 401(k) retirement savings plan. The survey shows 9 percent of employees who have a Roth 401(k) option. The article discusses if Roth 401(k) is worth it for plan sponsors to include in...

  • Brokerage, fund options popular when available. Williams, Fred // Pensions & Investments;11/10/1997, Vol. 25 Issue 23, p66 

    Reports on a 1997 Buck Consultants survey on 401(k) plan design, which discovered a substantial growth in the last two years of the percentage of assets allocated to fund options. Detailed information on the findings of the survey.

  • Revzon Unveils 401(k) for Small-Company RIAs.  // Plan Advisor News;2015, p55 

    The article offers information on the EZ K Plan, a full-service, one-stop 401(k) plan package from Revzon Consulting Group is a full-service.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics