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RIABiz' 10 most-read stories of 2012: What fascinated you and why

Facebook, fallout from DOL's new 401(k) regs and happenings at Advizent, Addepar and Windhaven were reader catalysts

Author Dina Hampton December 26, 2012 at 4:44 PM
Admin:
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Readers most 'liked' a May story that featured an enigmatically unpeopled office (think IPO cash) and some old fashioned gumshoe reportage.

Elmer Rich III

Elmer Rich III

December 26, 2012 — 5:40 PM

Great to see 401k plan stories are popular. For decades, we have been a strong advocate of advisors being involved with DC plans. Think about it:

- These are insti-individual plans and investment vehicles – they are set up under ERSIA as qualified plans but controlled by individuals.

- They demand better investment advice and support that past employer plans – both for plan sponsors and employees

- These plans contain people’s life savings so demand the best investment advice — for a lifetime

Yes, the qualified plan business is compliance heavy and complicated. But advisors can partner with local TPAs for a win-win solution.

Perhaps most important, and challenging, at retirement people need to protect their roll-overs and IRAs to fund MUCH longer periods of retirement.

Mike Byrnes

Mike Byrnes

December 28, 2012 — 11:38 PM

Quality articles from quite a year! – Mike Byrnes, President of Byrnes Consulting, LLC, www.byrnesconsulting.com

PS just tweeted it out at @ByrnesConsultin


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Mentioned in this article:

Addepar
Portfolio Management System
Top Executive: Eric Poirier



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