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401(k) plans

Brokers Fight Rule to Favor Best Interests of Customers

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David O’Brien, a certified financial planner, has tried to repair the retirement portfolios of several victims over the years. There was the high school science teacher who didn’t realize she had been sold a variable annuity, where layers of incomprehensible fees devoured nearly 2.5 percent of her retirement savings each year.

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401(k) the new piggy bank

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What employers can do to help stop early withdrawals

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How to Fix the 401(k): Five Suggestions for Giving Workers a More-Secure Retirement

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The 401(k) is in need of a tuneup. Originally designed to supplement pension plans, 401(k)s have become the primary retirement-savings vehicle for many employees.

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Keep an Eye on Finances During a Divorce

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Divorce at any age will send tremors through your finances. But when it comes later in life, it's sure to upend even the best-laid financial plans.

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Early Tap of 401(k) Replaces Homes as American Piggy Bank

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Premature withdrawals from retirement accounts have become America’s new piggy bank, cracked open in record amounts during lean times by people like Cindy Cromie, who needed the money to rent a U-Haul and start a new life.

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Taking Charge: You can get help unraveling your pension benefits

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The New England Pension Assistance Project is featured in this column, in which a reader asks for advice on getting information on his or her retirement plans.

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IRS Rollover Guidance Eases Process, Improves Benefit Portability, Analysts Say

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When changing employers, individuals and their new retirement plan administrators have faced a time-consuming administrative process in proving the tax status of a plan rollover. And instead of dealing with the hurdles to validate a rollover, many individuals would transfer savings into individual retirement accounts or cash out the balance.

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Fixing the Drain on Retirement Savings

Publication

Less than one in five American workers in private industry has access to defined benefit pension plans. As a result, most Americans’ quality of life during retirement depends on whether they have invested in retirement savings vehicles such as 401(k)s and Individual Retirement Accounts, or IRAs, and how their investments perform.

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Your retirement-planning time table [SLIDESHOW]

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It pays to consider the details early—even 15 years ahead

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March: Women's History Month -- and the Winter of Our Retirement Discontent

Blog entry

I typically associate the month of March with the taming of the winter just about now, when spring flowers begin to sprout, and we look forward to new beginnings. However, the month is also “Women’s History Month” – a time to celebrate women’s accomplishments in this country so that can appreciate and understand where women have made progress – and where we continue to lag, even in 2014.

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