Results for "403(b) plans"

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Donald Trump's focus on U.S. debt could hurt retirement accounts

May 11, 2016

The flip side of Donald Trump's focus on U.S. debt could hurt ordinary Americans who own more Treasury bonds than any of the better-known holders of our debt, including China, Japan and Saudi Arabia. Americans own almost $5 trillion in U.S....

DOL rule akin to being peed on by a baby: NAPA head

April 18, 2016

The executive director of the largest retirement plan adviser trade group on Sunday equated the Labor Department's new “fiduciary” rule to an infant that “pees you in the face,” joining a large chorus of observers citing the complexity...

What is 'reasonable' cost under DOL's fiduciary rule? Well, it depends

April 11, 2016

What is “reasonable” compensation? It's a question brokers may not have considered prior to the Labor Department's recent push to regulate investment advice in retirement accounts. However, brokers need to start paying attention, because...

Modern retirement planning means staying aggressive

April 11, 2016

Most financial planning overlooks a key element of modern retirement planning. Boomers don't want the retirement life their parents had; they want to keep growing. Five financial advisers share their thoughts on the DOL fiduciary rule. “What's...

How 401(k) plan advisers win under the final DOL fiduciary rule

April 7, 2016

401(k) advisers won significant concessions from the Labor Department in the final draft of its fiduciary rule, ranging from relief on rollovers and education to the easing of restrictions on advisers operating in the small-plan market. The...

Going under the hood of the new DOL fiduciary rule

April 6, 2016

The Labor Department has just revealed the final scope of a controversial new rule intended to raise investment advice standards on retirement accounts. It's the most significant change in the retirement and IRA marketplace since the ERISA law...

DOL rule could help small company retirement plans

April 5, 2016

Business owners who offer retirement plans could be one of the unexpected beneficiaries of the Department of Labor's fiduciary rule, which is expected to be announced Wednesday. Ron Rhoades, a lawyer and financial planner in Bowling Green, Kentucky,...

Attorney Schlichter preps new round of 401(k) suits

January 22, 2016

Jerome Schlichter, a trailblazer of the 401(k) fee litigation that's proliferated in the U.S. over the past decade, seems to be gearing up for another round of class-action complaints. He is riding on a wave of success, broadening growth of...

Insurers slow to introduce QLACs for 401(k) market

December 4, 2015

In the year and a half since the Treasury Department issued guidelines on qualified-longevity-annuity contracts, or QLACs, just over 10 insurers have developed such products. However, aside from one insurer, MetLife Inc., all have launched QLACs...

Wells Fargo launching 'completely different' target date funds that take an active approach

November 24, 2015

Wells Fargo & Co. is launching its second target-date series next month, a vast departure from the asset manager's current lineup. Wells Fargo Dynamic Target Date Funds, scheduled to hit the market Dec. 1, incorporates tactical allocation, volatility...

Baby boomers, shift to 401(k)s will send megabucks to advisers by 2020

November 16, 2015

Advisers are poised to see a significant amount of new money coming their way by the end of the decade. By 2020, $1.5 trillion is expected to flow to defined contribution and retail investment markets as money continues to exit pension funds,...

Active target date managers make tweaks ahead of Fed rate hike

October 9, 2015

Target date providers have been bracing for an eventual hike in interest rates through small tweaks in allocations and underlying funds in their portfolios. Changes have been most pronounced in funds closer to their retirement target date, which...

Puerto Rico's default could ripple through average Americans' portfolios

August 3, 2015

Puerto Rico has missed a debt payment, marking a major setback for the U.S. commonwealth. The next step is to look at how the fallout could be felt by average Americans. Half of U.S. open-end muni bond funds are exposed to Puerto Rican debt...

Krawcheck to advisers: 'Middle-aged white guys' must help women get raises

June 25, 2015

The disparity in pay between men and women is a key source of the retirement-savings gap, and an issue that financial advisers should help their clients overcome, former Merrill Lynch boss Sallie L. Krawcheck said Thursday. In a speech at the...

BlackRock CEO Larry Fink challenges money managers, politicians on retirement issues

June 16, 2015

BlackRock Inc. chief executive Laurence D. Fink on Tuesday challenged his industry to do a better job of preparing investors for retirement, adding that presidential candidates should debate ways to address the inadequacy of savings during the...

Morningstar is ready to move beyond the style box

April 27, 2015

After years of promoting the style box as a tool to help investors build more diversified portfolios, Morningstar Inc. is emphasizing a “total wealth approach” that could result in dramatically altered investment recommendations for clients....

Entice employees to save for retirement with a creative campaign

April 23, 2015

In the world of retirement plans, automatic features get the job done, but advisers must go further than that if they'd like to get employees interested in saving at work. There is no denying the benefits of allowing participant inertia to get...

Are employer savings on health care being reinvested in retirement plans?

April 13, 2015

If you have small-business clients who are moving to lower-cost health care coverage structures, perhaps now is a good time to talk to them about how to reinvest those savings. Namely, by putting it back into the 401(k). Recent data from the...

Focus Financial invests in $600 million wealth manager

April 6, 2015

Focus Financial Partners, the deep-pocketed investor in financial-advisory businesses, said Monday it has taken a stake in a 45-year-old firm managing $600 million in assets. Under Focus' umbrella, the Savannah, Ga.-based Fiduciary Group plans...

Vanguard digital advice platform gives investors choice on active vs. passive

April 3, 2015

Like many robo-advisers gaining steam, Vanguard's Personal Advisor Services platform — scheduled to launch by this summer — is built largely around portfolios that track market indexes. But in a move that may give maligned active managers...

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