TITLE

Wachovia Pushes Planning for All Comers

AUTHOR(S)
Ackermann, Matt
PUB. DATE
June 2008
SOURCE
American Banker;6/6/2008, Vol. 173 Issue 109, p9
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article reports that Wachovia Corp. is increasing its assets by means of face-to-face meetings between customers and Wachovia advisers to create retirement plans. Commentary is provided by Lynne Ford, director of Wachovia's retirement group. The retirement planning program, Envision, is described. Free retirement checkup appointments are also discussed.
ACCESSION #
32565768

 

Related Articles

  • Participants Still Need Basic Retirement Plan Education. Moore, Rebecca // Plan Advisor News;2014, p1 

    The article reports on the results of the 2014 DC Pulse survey funded by asset management firm MFS Investment Management which revealed 401(K) plan participants need basic retirement plan education. The survey reportedly found that 74% of plan participants claim that the best way to diversify...

  • 2016 PLANADVISER Practice Management Survey. Barney, Lee // Plan Adviser;Dec2016, p1 

    Knowing What's Out There

  • ARE YOU READY For Retirement? Kays, Scott // Marriage Partnership;Winter2000, Vol. 17 Issue 4, p78 

    Suggests ways for married couples to plan for retirement. Savings and retirement income; Importance of investing savings; Factors involved in retirement planning.

  • N.Y. Life Unit Unveils Funds.  // American Banker;6/27/2007, Vol. 172 Issue 123, p17 

    The article reports that in June 2007, MainStay Retirement Funds will target retirement dates of 2010, 2020, 2030, 2040, and 2050. Each fund's allocation grows more conservative as the target retirement date gets closer. The funds will be managed by New York Life Investment Management's equity...

  • Few Banks Seen Ready to Lure Pension Asset Flow. Ackermann, Matt // American Banker;3/8/2006, Vol. 171 Issue 45, p5 

    This article discusses the preparation of U.S. banking companies for the management of retirement assets. Retirement assets from the baby boom generation will create a significant opportunity for banks to gain new assets, however most banking companies are unprepared to provide adequate...

  • GUIDED by the STARS. Barney, Lee // Plan Adviser;Nov/Dec2014, p48 

    The article offers information on the insights provided by the 2014 PLANADVISER Practice Benchmarking Survey focused on the inner operations of big and efficient business practices. Insights discussed include the assets under advisement (AUA), advisers offering fiduciary services, and the high...

  • Retirement: Plan for More Than Money! Chasen, Jerry // Journal of Practical Estate Planning;Dec2007, Vol. 9 Issue 6, p23 

    The article describes a model for retirement planning that can be used by clients in coming up with the most fulfilling and productive aspect of their lives. Retirement is found to be more than just an issue of money. Its underlying stressfulness seems to be caused by three factors. They refer...

  • Nearing retirement? Give yourself a financial check-up. Fay, W. David // Inside Tucson Business;11/9/2009, Vol. 19 Issue 23, p17 

    The article offers advices on how retirees plan financially for a retirement. It states that it is important to examine the finances and inventory of retirements funds five to seven years before retiring so to give time to make adjustments to help meet the goals when retirement comes. It...

  • The Magic Number. Korn, Donald Jay // Financial Planning;Apr2005, Vol. 35 Issue 4, p117 

    Discusses issues concerning the management of retirement assets. Basis of retirement age for financial planners; Factors to be considered by financial advisors in planning retirement finances; Challenges faced by advisors in retirement planning. INSET: The Wealth Gap.

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics