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From: "Retirement Security SmartBrief" <rssb@smartbrief.com>
Date: Wed, 4 Jun 2014 13:18:14 -0500
To: <mainandwall@hotmail.com>
Subject: Orphaned 401(k) accounts are a growing problem
| | | |
 | | Financial and wealth management news for the retirement community | | | |
Downsizing's costs may cancel its savings While some retirees may want to move to a less-expensive home once they stop working, Tom Sightings warns that the cost of such a move may cancel out the savings. He reminds potential downsizers to account for fees paid to brokers, lawyers and others; moving expenses; and the cost of setting up a new house, from paint and curtains to utility deposits. U.S. News & World Report/On Retirement blog (6/3)  | Is Your Small Business Using Social Media?
Three in five business owners expect to spend the same or more time on social advertising in the coming year. Social media continues to be a valuable resource for small businesses looking to drive sales, increase brand awareness and reach new customers. Download your free white paper, Going Global: Social Media Marketing for Small Businesses, and learn why it is important to be strategic in choosing your social media platforms. |
 | Will retirement ETFs fall out of favor soon? More big-name exchange-traded funds have made their way into retirement accounts in recent years, notably Roth IRAs and 401(k) plans. "Now, with savings seeing a decline, these top notch and high-profile ETFs may also witness less investors' participation," according to Zacks Equity Research. Zacks (6/3) Many retirees need help getting out of 401(k)s One-fifth of the assets held in large 401(k) plans are held by people who have not yet rolled out of those plans, according to Judy Diamond Associates. These people could use professional guidance on transitioning to more appropriate retirement savings plans. Retirees "may not be best served by the structure and mix of investments in their 401(k) plans after they exit the workforce," said Eric Ryles, Judy Diamond's managing director. BenefitsPro.com (6/3), ThinkAdvisor (6/3)  | What are your clients missing with traditional UL?
PruLife® Founders Plus UL is a cost-effective alternative to traditional UL. Founders Plus is designed for clients who want permanent universal life insurance with the potential to accumulate cash value. Producers learn more: prudential.com/founders. |
 | Retirement planning may dig up questions couples have never considered Spouses who have been together for decades may never have come to a shared understanding of how they'll live in their old age, making retirement planning a lot like marriage counseling, Joseph Coughlin writes. The issues to be considered go beyond finances, encompassing where and how to live and whether to include children, parents and other relatives in plans. MarketWatch (6/3)  | The CFO Guidebook On Business Transformation
This guidebook is designed to assist visionary CFOs in taking charge of the business from an operations standpoint. By leveraging mobile, cloud-based technologies, social media and Big Data you can significantly improve decision making, reduce risk, enhance business performance and win in the marketplace. It will be the most important tutorial you read this year. Download the free Guidebook now. |
 | Ribble says Congress is eager to address retirement crisis U.S. Rep. Reid Ribble says Congress is working hard to develop policies to address the retirement crisis by addressing job-skills issues and Social Security reform, among other items. Ribble, a member of the House Budget Committee, also said a broad policy on tax reform will happen in the next five or six years, "but we must start with a blank piece of paper." PlanAdviser.com (6/3)  | The Business Case for an Equity Management Solution for Private Companies
This research study for privately-held companies measures the ROI of the purchase of a comprehensive, SaaS-based equity compensation management solution that automates stock option administration, capitalization tables and financial reporting needs. Download the report to assist in your own analysis and to provide a framework and hard data for determining ROI sources and quantification. |
 | | The Adviser-Client Relationship | The future of 401(k) advice Retirement advice in the workplace has been a hot topic in the wake of Morningstar's deal to buy HelloWallet Holdings. Darla Mercado argues that "viewing workers' retirement savings and income stream in the context of the full financial wellness picture is the next frontier for retirement plan services." InvestmentNews (free registration) (6/2) |  | Each day provides its own gifts." -- Marcus Aurelius, Roman emperor | | | Please contact one of our specialists for advertising opportunities, editorial inquiries, job placements, or any other questions.
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