Seizing the new pension opportunities

Article Abstract:

H. McIlvaine Lewis and Catherine N.H. Lewis are the co-authors of "Deferral Dollars: The Fast Track to 401(k), SIMPLE and the New Legislation" are interviewed. The book sorts out the logistics of the August 1996 tax legislation passed by Congress. It is written for financial professionals and explains issues related to the Congressional legislation as well as other related pension plan and employee benefit issues.

Pension, health, and welfare funds, Pension Funds & Benefit Plans, Pension Funds, Regulation, Licensing, and Inspection of Miscellaneous Commercial Sectors, Pension & Benefit Regulation, Taxation, Financial services industry, Financial services, Interview, Pensions, Salary reduction savings plans, 401K plans, Lewis, H. McIlvaine, Lewis, Catherine N.H.

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Fallout from the market conduct bomb penetrates life industry

Article Abstract:

Sales of new life insurance policies has slowed as the largest insurance companies settle claims and lawsuits due to allegedly deceptive sales practices. Class action suits targeting Prudential, MetLife and New York Life have affected the entire life insurance industry by eroding the public's trust. Sales declined from 1992 to 1995 as insurers reviewed sales literature and trained sales managers.

Life Insurance, Direct Life Insurance Carriers, Cases, Insurance industry, Practice, Life insurance industry, Insurance agents

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Choosing right software can be a daunting task

Article Abstract:

Financial planners should be prepared to spend several thousand dollars when purchasing software to handle portfolio management functions. A variety of portfolio management software programs are on the market, and each has its own strengths and weaknesses. Many financial planners utilize several programs and spreadsheets to handle various portfolio management tasks.

Prepackaged software, Software Publishers, Financial, Acctg Software Pkgs (Micro), Purchasing, Software, Column, Financial software, Portfolio management, Financial planners

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