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  1. UPDATE: How your 401(k) plan will change in 2017

    UPDATE: How your 401(k) plan will change in 2017

  2. UPDATE: How 401(k) plans will change in 2017

    UPDATE: How 401(k) plans will change in 2017

  3. UPDATE: Should you take a lump sum, an annuity, or a mix of both when you retire?

    UPDATE: Should you take a lump sum, an annuity, or a mix of both when you retire?

  4. UPDATE: 5 consumer stocks set to cash in this holiday season

    UPDATE: 5 consumer stocks set to cash in this holiday season

  5. Investors Turn Toward Evidence

    The present (and future) of the fund industry: Investors are no longer willing to rely on fund-industry assurances.

  6. UPDATE: The best ways to tap the equity in your home

    UPDATE: The best ways to tap the equity in your home

  7. Columnist unveils annual 'Lump of Coal' awards for mutual funds

    Breakfast with Benjamin : It's that time of year when mutual fund columnist Chuck Jaffe doles out his Lump of Coal awards to funds that failed investors.

  8. Don't lump all younger high-net-worth clients together

    Advisers should recognize and capitalize on the different needs and priorities of Gen X versus millennials.

  9. IRS shuts lump -sum window for retirees already receiving benefits

    Defined benefit plan sponsors can no longer replace annuity payments with lump -sum distributions to retirees and their beneficiaries.

  10. Advisers need to brush up on plan participants' risks when taking lump sum distributions

    Whether or not to take a lump sum is one of the most important decisions a plan participant will ever make.

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