Results for "403(b) plans"

Displaying 138 results

Sort: Date | Relevance

Author:

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...

Under regulatory pressure, Voya restricts sales of more variable annuities

July 29, 2015

Voya Financial Advisors has restricted sales of variable annuities for the second time in two months, as the brokerage firm faces increased pressure from regulators questioning the suitability of the products for retirement savers. On Monday,...

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...

Broker-dealers face administrative hurdles in rollout of QLAC annuity

May 13, 2015

Qualified longevity annuity contracts are the latest “it” product for life insurers, but broker-dealers are running into hitches when rolling out the annuities onto their platforms. Annuity nerds will remember that last summer the Treasury...

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...

« Previous PageNext Page »

1 | 2 | 3 | 4 | 5 | 6 | 7

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.