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Regional Vice President, Sales MAP Retirement USA LLC
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ESOP Administration Consultant Blue Ridge Associates
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Retirement Plan Consultants
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BPAS
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BPAS
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BPAS
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Anchor 3(16) Fiduciary Solutions
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Southern Pension Services
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MAP Retirement
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Pentegra
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Retirement Relationship Manager MAP Retirement
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Retirement Plan Administration Consultant Blue Ridge Associates
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July Business Services
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Managing Director - Operations, Benefits Daybright Financial
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Search the News Archive
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911 Matching News Items |
| 1. |
The Wall Street Journal; subscription may be required
Apr. 2, 2008
Excerpt: This guidebook is ... a blueprint for building a successful retirement. We'll show you how the various pieces -- retirement savings, Social Security, relocation, new careers, volunteer work, estate planning, health care, leisure and more -- come together as you create your plan for a personally fulfilling retirement.
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| 2. |
The Wall Street Journal; subscription may be required
Nov. 30, 2008
Excerpt: With retirement accounts tumbling and millions of homeowners struggling to pay their mortgages, a realization is dawning on many Americans: The banks, brokerage firms, insurance companies and other players in the financial-services industry have failed them.... risks previously borne by big banks and employers have been placed squarely on the shoulders of consumers. Individuals increasingly bear the risk of interest-rate fluctuations, rising health-care costs, stock-market gyrations and outliving their retirement savings.
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| 3. |
The Wall Street Journal; subscription may be required
Sept. 29, 2008
Excerpt: In the past week, Merrill Lynch's Web site still displayed an article, 'Understanding Your Entire Portfolio,' full of sensible advice. If shares in your employer's stock are 'a significant portion of your investments,' it said, 'you'll want to consider the potential impact of a falling stock price on your portfolio.' Physician, heal thyself. At the end of 2006, Merrill employees had 27% of all their retirement money in Merrill shares. In 2007, Merrill employees lost $669.8 million on their holdings of Merrill, and so far this year, probably at least $400 million.
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| 4. |
The Wall Street Journal; subscription may be required
Aug. 1, 2011
[Assistant Labor Secretary Borzi said in an email] that it is 'hard to believe that a rule designed to protect employers and workers from conflicted investment advice would cause the entire financial industry to voluntarily walk away from a multitrillion-dollar market.'
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| 5. |
The Wall Street Journal; subscription may be required
Nov. 4, 2012
"For individuals who have spent decades building a nest egg, crafting a withdrawal strategy is a critical and complicated task. The challenge: anticipating potential swings in the value of investments while providing a relatively predictable level of income."
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| 6. |
The Wall Street Journal; subscription may be required
July 1, 2021
"Sens. Pat Toomey (R. Pa.) and Ron Johnson (R. Wis.) asked the Federal Retirement Thrift Investment Board, which oversees the government's $760 billion Thrift Savings Plan, to detail how [BlackRock Inc. and State Street Global Advisors] cast proxy votes over everything from who sits on corporate boards to executive pay and priorities at companies. They have also requested past communications with the firms and other information to determine whether the asset managers voted in ways that violated their responsibilities to those in the savings plan."
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| 7. |
The Wall Street Journal; subscription may be required
Jan. 23, 2012
"Uninsured individuals who need care, particularly catastrophically expensive care, generally receive these services anyway. A decision not to pay for insurance -- to become a free rider -- leads hospitals and other providers to charge other patients more to make up the difference. People shouldn't have the freedom to shift the burden to everybody else."
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| 8. |
The Wall Street Journal; subscription may be required
Dec. 15, 2015
"Though employers tout genetic tests as a perk for their workforce, health advocates raise concerns about privacy and the potential for illegal discrimination based on employees' genetic information. They add that workers may fear their genetic information will end up in the boss's hands."
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| 9. |
The Wall Street Journal; subscription may be required
Apr. 22, 2019
"People who should annuitize typically want higher levels of certainty with respect to their retirement income, are less concerned about leaving a bequest, have above-average health/life expectancy, and like the fact that they don't have to worry about figuring out how much they can withdraw from their portfolio each year during retirement (or having to pay someone to do it for them). Plenty of evidence suggests retirees don't like to spend down their savings, and therefore anything that provides an automatic paycheck (like an annuity) typically makes that process easier."
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| 10. |
The Wall Street Journal; subscription may be required
July 30, 2018
"State and local pensions lost roughly $35 billion in assets between 2008 and 2009, according to Pew. Liabilities, meanwhile, ballooned by more than $100 billion a year, widening the difference between the amount owed to retirees and assets on hand. Not even a nine-year bull market in stocks could close that gap." [Editor's note: the article attracted 980 comments on the Wall Street Journal site in less than 24 hours.]
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