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Pentegra
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Retirement Plan Administration Consultant Blue Ridge Associates
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Managing Director - Operations, Benefits Daybright Financial
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BPAS
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Regional Vice President, Sales MAP Retirement USA LLC
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Retirement Relationship Manager MAP Retirement
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ESOP Administration Consultant Blue Ridge Associates
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BPAS
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
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Search the News Archive
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12 Matching News Items |
| 1. |
ThinkAdvisor
Mar. 25, 2021
"Charles Schwab is dropping the TD Ameritrade Retirement Plan business that serves RIAs and integrating it into the Schwab Retirement Network for Advisors. The development comes nearly six months after Schwab completed its $22 billion purchase of the former rival."
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| 2. |
Corporate Insight
Jan. 9, 2017
"While mobile apps and robo-advisors have been increasing trends among investment firms, TD Ameritrade is only the second to produce a ['skill,' an app that runs on Alexa-enabled Amazon devices] ... Fidelity launched a skill just in time for the holiday season of 2015, with two releases to increase usability this year.... The ease of access makes it a convenient way for investors to remain updated on the market while multi-tasking."
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| 3. |
Fiduciary News; registration may be required
Nov. 19, 2019
"There’s still plenty of evidence that consumers could be better educated on these issues. Surveys show about half of investors don’t know how much they’re paying for advice, and about one in six think they pay nothing. Yet ... progress is being made with respect to consumer education and awareness. ... [Q]uite a few investment advisers [have reported] that their clients and prospects are for the first time asking them about their fiduciary status. That’s a result of the DOL effort and the resulting publicity."
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| 4. |
TD Ameritrade
Feb. 16, 2024
"[1] Which employees will you cover? ... [2] Contribution amount ... [3] Flexibility and commitment ... [4] Potential complexity ... [5] Control and responsibility."
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| 5. |
TD Ameritrade
Mar. 27, 2019
" 'Super Savers' [have] a savings rate of 20% or higher of their income.... On average, they are saving 29% of their income, compared to non-super savers who allocate an average of 6% to that line item ... 3 in 4 are financially independent, or on the path to be, compared to less than half of non-super savers ... 46% say they expect retirement will be like a second childhood, compared to 39% of non-super savers ... More than half of Super Savers started investing by age 30."
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| 6. |
Fred Reish for TD Ameritrade Institutional
Aug. 10, 2018
16 pages. "While the RIA Interpretation is consistent with recent statements and enforcement activities by the SEC, it may require changes by RIAs -- particularly concerning disclosures of conflicts of interest.... This paper focuses on the RIA Interpretation and its impact on investment advisors. In addition, this paper briefly discusses the proposed Form CRS relationship summaries and highlights some of the provisions that impact RIAs. It also addresses the question: What should investment advisors do now?"
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| 7. |
TD Ameritrade
Nov. 4, 2015
"Over half (55 percent) say they are behind in saving for retirement and 48 percent say the inability to predict income is a problem with 41 percent saying they do not make regular contributions to savings. The majority (69 percent) do not have a specific savings goal in mind, nor do they have a backup plan for what to do if they don't have enough when they retire. Seventy-six percent simply say they'll continue working if they can't save enough and 51 percent count on social security or government pensions."
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| 8. |
TD Ameritrade
Nov. 27, 2013
"[W]hile many self-employed people expect their savings to fund their retirement, 40 percent aren't saving regularly and 28 percent currently aren't saving at all. That's drastically more than the number of traditionally employed people who do not save regularly (12%) or at all (10%).... 29 percent of Generation X and 32 percent of Generation Y who are self-employed say they currently do not save for retirement."
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| 9. |
Drinker Biddle via TD Ameritrade
Nov. 27, 2012
"The first topic of this article, and its principal focus, is the fiduciary process for deciding whether to offer a brokerage window and selecting the provider of the window. The second covers the requirements under the new participant disclosure rules. Finally, [the article considers] the implications of the fiduciaries or a participant selecting an RIA to serve as an investment manager or advisor for a participant's individual brokerage window."
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| 10. |
TD Ameritrade in InsuranceNewsNet
Aug. 28, 2012
"Nearly 60 percent of Gen X (59%) and Gen Y (56%) make regular, automatic contributions toward their retirement savings, compared to 46 percent of non-retired Baby Boomers. And when it comes to getting a jump on their nest egg, younger generations are eager to get started -- both Gen X and Gen Y started saving for retirement, on average, in their mid- to late-twenties. That's nearly a decade earlier than Baby Boomers who, on average, stared saving at age 35."
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