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Head of Merrill Lynch’s adviser-sold 401(k) sales to depart
Joe Mrozek, who's worked for the wirehouse for more than 20 years, will take a job at Lincoln Financial Group.
TIAA subpoenaed over sales practices
Whistleblowers cited in Times article say the pension giant pressured reps to push expensive managed accounts.
Everything you need to know about the Senate GOP tax proposal
Here's how the Senate proposal compares with the House version so far on key areas.
Someone tried to hack my Social Security account
Government website offers tips to protect personal data, but gaps may remain.
Prepare clients for an untimely end to Roth conversion do-overs
If the tax bill becomes law, the recharacterization repeal will be effective after 2017
Smart data can improve behavior, outcomes for retirement savers
The defined contribution industry, record keepers and advisers alike, must catch up fast.
Merrill Lynch swells ranks of fiduciary 401(k) advisers by over 3,000
More than 22% of its total adviser workforce is now certified by the wirehouse to act as a fiduciary for retirement plans.
Retirement plan advisers, providers hit ‘pause’ on DOL fiduciary rule compliance
The Trump administration review is prompting some retirement plan specialists to hold back on implementing parts of the rule that are vague or challenging.
Someone tried to hack my Social Security account
Government website offers tips to protect personal data, but gaps may remain.
Tax reform: How the House bill changes rules for retirement savings
While pre-tax 401(k) contribution limits are off the table (for now), the Republican tax bill nonetheless makes changes to retirement savings plans.
Tax bill has huge changes for firms, individuals
The House legislation includes "no changes" to popular 401(k) retirement plans, but includes a measure to cut the corporate tax rate to 20%.
House tax chief says he plans to preserve 401(k) pretax limits
Senate Democrats propose boosting annual limit on contributions to $24,500.
Trump administration seeks to give boost to 401(k) annuities
A Treasury proposal seeks to amend rules for plan sponsors to help them assess the long-term viability of insurance companies.
Ted Benna, father of the 401(k), thinks tax reform that favors Roths is ‘pretty stupid’
He believes reducing the pre-tax contribution limit on traditional 401(k) plans and encouraging 'Rothification' would lead the middle class to save less for retirement.
Tax plan secrecy evokes frenzy of concern from lobbyists and lawmakers
President Trump has promised the middle class will be the biggest beneficiaries of the tax overhaul plan, to be released Nov. 1.
Taking the Medi-scare out of retiree health-care costs
Annual open enrollment season offers chance to defang drug expenses.
Clients facing late-career job loss can tap 401(k)s early
The 'Age 55 rule' is a little-known strategy that provides income without the IRS penalty.
Coordinate couples’ income needs ahead of time
Differences in how men and women view longevity can have big impacts on their finances during retirement
SEC and DOL should agree on tough fiduciary rules
Harmonizing between federal agencies and state regulators is a complex task in everyone's best interest.
Trump, House tax chief send mixed signals on 401(k) tax break
Despite the president's assurances that 401(k) plans would remain as they are, House Ways and Means Chairman Kevin Brady doesn't rule out changes to the retirement accounts.
