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From: ThinkAdvisor Retirement Report <admin@enews.sbmedianews.com>
Date: Tue, 6 May 2014 11:31:29 -0400
To: <mainandwall@hotmail.com>
ReplyTo: admin@enews.sbmedianews.com
Subject: Middle-Class Retirement 'Under Siege'
| View this in your browser |   |  | | |  | | Middle-Class Retirement ‘Under Siege’: IMCA 2014 The middle class is burdened by unemployment, debt and a sluggish housing market, Marcia Wagner, of the Wagner Law Group, said at the IMCA conference. Read more | Featured News IRA Rollovers Up 7% in 2012, Keep On Rising: Cerulli In 2013, Cerulli estimates, rollover contributions grew another 11%. Read more | | Applying Behavioral Analytics to Fund Managers Most financial advisors and individual investors judge the worth of investment vehicles solely by their performance, but there's more to the story. Read more | | Funded Ratio of U.S. Pension Plans Eroded Further in April Mercer reported Monday that the funding levels of pension plans sponsored by S&P 1500 companies fell by 1% in April to 84%. Read more | | | | Couples Share the Checkbook, but Men Rule the Portfolio While most couples share major financial decisions, men are still more likely to be in charge of investing, a UBS survey found. Read more | Featured Commentary Modified Endowment Contracts’ Role in Estate, Post-Retirement Planning By Robert Bloink, William H. Byrnes Don’t dismiss modified endowment contracts (MECs), despite their tax consequences, for the role they can play in estate and post-retirement health care planning. Read more | | 
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