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Last chance for clients to save on drug costs
Medicare Part D open enrollment ends Dec. 7.
New RIA aggregator enters 401(k) market
Hub International jumped in two months ago, and already has acquired a shop with $2.5 billion in plan assets.
State of the long-term care insurance industry
The future is brighter than the storm clouds of the past
Morningstar: Small-employer retirement plans need legislative fixes
Using 'open MEPs' and auto-IRAs might close the coverage gap and reduce plan costs.
Trump boosts tax plan with Obamacare assist
Legislation would restore Obamacare cost-sharing subsidies, which Trump said last month he would cut off.
401(k) managed account push rife with conflicts of interest
Some providers are paying incentive compensation to representatives to promote their managed accounts to participants.
CIT interest rising among 401(k) sponsors
Use of collective investment trusts by defined contribution plans has been hovering around 20% for three years, but momentum is building.
Do specialized retirement plan advisers even need a broker-dealer?
The reasons for affiliating with a brokerage have changed as compensation has evolved.
These 401(k) lawsuits show the value of investment policy statements
Abiding a well-crafted IPS can help minimize legal trouble for plan fiduciaries.
Filial laws put kids on the hook for parents’ health-care costs
The laws underscore the need for advisers to have clients consider a long-term-care planning strategy
Retirement plan sponsors’ top criteria for choosing an adviser
Trust is the most important quality vetted in the selection process, but other factors go into the decision.
401(k) plan sponsors are taking RFPs more seriously — advisers should, too
A request for proposal can uncover exactly what fees and services a plan can get in the marketplace.
Excessive-fee litigation in retirement plan market moving downstream
What small-plan advisers can do to minimize fiduciary liability risk.
Retirement plan advisers need to start planning for their own succession
Many expect to sell their business to fund retirement, yet aren't preparing properly to do so
Medicare premiums and Social Security COLAs: Here’s why retirees will pay up in 2018
Blame higher Medicare costs on a provision designed to protect Social Security benefits.
Wells Fargo sued, again, for using in-house funds in 401(k) plan
The firm earlier this year won dismissal of a lawsuit alleging self-dealing through use of its target-date funds.
Medicare premiums and Social Security COLAs: Here’s why retirees will pay up in 2018
Blame higher Medicare costs on a provision designed to protect Social Security benefits.
DOL fiduciary rule limiting DCIO support to plan advisers in unexpected ways
Absent commissions, asset managers are having a tough time seeing how much business 401(k) advisers are giving them.
Wells Fargo sees big TDF outflows from mutual funds
The Wells Fargo Target 2020 Fund (WFOBX) ranks in the bottom 15% among peers when looking at five-year total returns.
403(b) advisers disappointed with TIAA, but say other providers are ‘way worse’
Financial incentives and poor products run rampant in the non-ERISA 403(b) realm, especially for educators teaching kindergarten through 12th grade, according to advisers