The 401k Upheaval And How It Affects Advisors

The 401k Upheaval And How It Affects Advisors
Mary Rowland
01/08/10 4 PM EST
IWI
4.7
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Federal law encourages one-on-one investment advice to 401(k) plan participants, but regulations expected shortly from the Department of Labor may limit qualified advisors to fiduciaries.

Plan participants, meanwhile, struggle with how to invest in the wake of losses suffered in last year’s meltdown.

In this webinar, you’ll learn about:

  • What’s at stake for advisors in the legislative battle now under way
  • Best and worst advisor 401(k) practices
  • Automatic plan enrollment and qualified default investments, such as target-date funds
  • Why Time Magazine says “It’s Time To Retire the 401(k) Plan”
  • What’s ahead for 401(k)s

Guest speaker Mary Rowland’s latest book, The New Commonsense Guide To Your 401(k), was just published by Bloomberg Press. Previously, Rowland wrote a personal finance column on Sundays for The New York Times for a decade. She is a columnist at Financial Advisor magazine, news editor of Advisors4Advisors, and author of several other books about investing and advisors.

 

This webinar is approved for IMCA CE credit.

 


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(Updated: January 07, 2010)
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4.0

Good topic, but could get into the meat of the program quicker. Q&A was mostly comments and not helpful questions/answers.

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4.0

It was very timely and the topic was interesting to me.

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