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Forty-six percent of the 1,000 corporations polled in a recent survey said they plan to reduce or eliminate employer contributions to their 401(k) plans or already plan to do so, even as their overall benefit budgets increase.
August 11 -
The Certified Financial Planner Board of Standards is proposing to require individuals who want to become a CFP to prepare an integrated, written financial plan and present it.
August 11 -
You should know if your clients should sell their insurance policies
August 5 -
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Market declines increase the need for estate plan reviews
August 5 -
NewRiver Inc. has introduced FundPoint Desktop for 529 Plans, a desktop software product designed to manage multi-layered 529 college-savings plan information.
August 4 -
Accounting firm Plante & Moran has introduced a Liquidity Stress Test tool that manufacturing businesses can use to assess their working capital needs.
August 4 -
SunGard and iShares are partnering on a system that will allow advisors and third-party administrators to incorporate exchange-traded funds as a standard option in retirement plans.
July 28 -
A new downloadable e-book aims to help CPAs, business owners, personal financial planners, and insurance consultants assess and modify their estate and financial planning to adjust to a volatile market.
July 28 -
IMGCAP(1)]The family CPA is often the best choice as successor trustee of the family trust.
July 27