Results for "403(b) plans"

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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...

IRA incentives help savers, but they need to keep a close eye on fees

March 4, 2015

IRA matching and bonus programs won't make everyday investors millionaires, but they help — provided clients faithfully contribute and make intelligent investing decisions. Fidelity Investments last week launched its matching contribution...

Your next client? Meet the six-figure skilled laborer

January 12, 2015

Advisers: There's a client market where your help is sorely needed — it's called skilled labor, and it could see a bump in the ranks. A recent story in the Wall Street Journal detailed a success story that most financial advisers don't see...

Auto IRAs in Illinois: Can small-plan private sector 401(k)s coexist?

January 9, 2015

Illinois is well on its way to establishing a retirement savings program for employees at small businesses, raising discussion on whether such a plan can coexist with the small-plan adviser market. Governor Pat Quinn signed the Illinois Secure...

Retirement readiness: 15% salary deferrals are the new 10% for 401(k)s

January 5, 2015

In 2015, tell your clients — particularly those in their 30s — to aim for 15% contributions of their salary into their 401(k) plans. With pensions drying up and employers cutting health care plans for retirees, workers are taking a greater...

Retirement plan contribution limits for tax year 2015 bring new opportunities

November 30, 2014

The IRS has announced cost-of-living adjustments to the limitations for retirement plan contributions for tax year 2015. These COLA adjustments are incremental, but the higher limitations provide an opportunity for savers to accelerate pre-tax...

Retirement plan sponsors want more from advisers

November 20, 2014

Retirement plan sponsors want better service from financial advisers, according to Fidelity Investments'annual survey on plan sponsor attitudes. “We're seeing that the conversation between plan sponsors and advisers is starting to change,”...

3 tips for tomorrow's retirement plan adviser

September 21, 2014

25 years ago, the main focus for retirement plan advisers was picking funds for a 401(k) in-vestment menu. While that seems increasingly anachronistic, one of the original selling points of the 401(k) was that it offered a broad range of choice...

Great-West Financial rebranding its retirement businesses

September 2, 2014

A broad rebranding effort is under way at Great-West Financial as the company wraps up its acquisition of J.P. Morgan Retirement Plan Services. The deal with J.P. Morgan Retirement Plan Services, which was announced in April, brought with it...

Soldiers lured out of federal retirement plan

August 12, 2014

John Turner suspected that brokers were encouraging federal workers to ditch their top-flight retirement plan. So he went under cover. The former U.S. Labor Department economist called representatives at companies such as Bank of America Corp.,...

The best- and worst-performing target date funds

April 23, 2014

Target date 2016-20 3-month return 1-year return 3-year return 5-year return Net assets ($M) Expense ratio* Top 10 Manning & Napier Target 2020 I (MTNIX) 2.60% 11.40% 8.31% 14.36% $177.8 0.86% Legg Mason Target Retirement 2020 A (LMWAX) 2.34%...

Account opening is No. 1 tech concern: Survey

April 2, 2014

The challenge of capturing account-opening data has replaced social-media archiving as advisers' primary technology concern, according to a survey conducted by advisory think tank Beacon Strategies. In fact, 96% of the 55 broker-dealers surveyed...

Shutdown leads retirement plan regulator to hit pause

October 2, 2013

Thanks to the shutdown of the federal government, the Labor Department's Employee Benefits Security Administration likely will have to hit the “pause” button on certain investigations and enforcement actions. Generally, federal employees...

Group ignites debate on retirement plan benefits for same-sex couples

August 15, 2013

Uncertainty over how to handle retirement plan benefits for employees in same-sex marriages continues to hang over the heads of plan sponsors and 401(k) service providers. The Spark Institute Inc., an advocacy group for record keepers, insurers...

IRS eases retirement loan procedures for Sandy victims

November 19, 2012

People affected by Hurricane Sandy, or their close relatives, can tap qualified retirement plans without having to follow certain procedures for hardship withdrawals, the Internal Revenue Service said. Taxability rules will still apply. The...

Officials: Annuitizing 401(k)s won't be easy

April 12, 2010

Public officials today turned to employee benefits executives for guidance on how best to incorporate annuity products into retirement plans. J. Mark Iwry, senior adviser to the Treasury Secretary Timothy Geithner, and Michael L. Davis, deputy...

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