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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
Tax reform: Retirement industry dodges bullet as Senate and House bills advance
Concerns over strict limits on pre-tax 401(k) savings and the upending of non-qualified deferred compensation plans are receding.
2018 Medicare changes will erase Social Security COLAs for many
Some high earners could keep the full value of their COLAs and see no change to their Medicare premiums.
Boost retirement income with home equity
Including a reverse mortgage can update the 4% withdrawal rule strategy.
HSAs next cash cow for 401(k) plan advisers: expert
'It is one of the areas that will be the rocket booster in 2018,' suggests consultant Peter Stahl.
Schwab execs sound off on Bitcoin, HSAs and Morgan Stanley exit from broker protocol
Government likely to rein in popular cryptocurrency, health savings accounts will grow, and wirehouse's decision on recruiting agreement called a mistake.
American Retirement Association adds Plan Sponsor Council of America
Umbrella group now will represent five retirement-related organizations.
Wells Fargo requires advisers to use level fees for new 401(k) business
The move echoes that of other large brokerage houses such as Merrill Lynch, which requires its retirement plan advisers to act as fiduciaries post-DOL rule.
Boost retirement income with home equity
Including a reverse mortgage can update the 4% withdrawal rule strategy.
