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The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
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$25.3 billion raised so far in 193 deals: Ernst & Young
Kurt Kuehn, CFO, UPS
Christa Davies, CFO & EVP, Aon Corp.
Main problem is funding volatility, rather than pension costs, says National Institute on Retirement Security
Majority say they will implement liability-driven investing: Vanguard survey
Magnitude of shift makes wait-and-see mind-set risky
More companies are fine-tuning target-date funds to account for employees' ages, needs and retirement resources.
Towers Watson survey also shows hiring freezes from recession beginning to thaw
