Industry News

Press Articles

November 28, 2007 New Schwab Data Indicates Use of Advice and Professionally-Managed Portfolios Results in Higher Rate of Return for 401(k) Participants.

April 18, 2007 - McDonald's Weighs Retiree Advice on Suggestion from GuidedChoice.

June 23 , 2005 - 401(k) Managed Account Assets Near $7B - Ignites article by Marc Hogan. Fund firms are hauling in billions of dollars through 401(k) managed account services, according to the most recent data from advice providers who help administer the programs. (Subscription-based)

June 20 , 2005 - Making Nest Eggs Last - Newsweek/MSNBC article by Jane Bryant Quinn. Education has failed, advice, managed accounts, auto-enrollment lead the way. Pg. 2 quote includes GuidedChoice.

April 28, 2005 - Schwab Retirement Advice Indicators Reveal Savings Rates Continue to Rise Among Advice and Managed Account Users in 401(k) Plans

January 24, 2005 - Schwab: K Plan Advice Helps Beef up Deferrals (PLANSPONSOR.com, Requires registration)

December 27, 2004 - Participants snapping up managed accounts options (Pension & Investments, p.4)

October 6, 2004 401(k) Advice Rising, Contributions Level Off

August 19, 2004 Schwab Speedy in Setting Up Advice

July, 2004 Survey: Demand for 401(k) Advice Rising

April 9, 2002 Institutional Investor: GuidedChoice Touts Price, Slams Competition