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Plan advisers give stable value another look
By mandating that nongovernment money funds add special fees, redemption restrictions and floating net-asset values, the SEC has given plan advisers a reason to reassess the cash management options in company-sponsored plans.
Guess who’s saving the most: Millennials
Houses and retirement? Not so much – personal freedom tops concerns.
Use of multiple record keepers could hurt defendants in 403(b) lawsuits
In a potential indication of how judges will rule in the other university lawsuits, Emory and Duke will have to defend allegations that using multiple record keepers breaches their fiduciary duty.
President Trump signs resolution killing state auto-IRA rule
Five states have vowed to forge ahead with plans to create retirement programs, but the president's actions may slow development in other states.
Rich retirees reluctant to spend cash
On average and adjusting for inflation, retirees are entering their 80s richer than they were in their 60s and 70s.
Would Trump’s tax plan make your mortgage break worthless?
Only the wealthiest homeowners would benefit from itemizing.
401(k) managed account competition heats up as Fidelity expands reach
Fidelity, responding to demand for fiduciary services, will be competing with third-party providers such as Financial Engines and Morningstar for distribution.
Why rich retirees are so reluctant to spend their money
Even as retirees live longer, healthier lives, they've become more pessimistic about the economy, the stock market, and their own financial situation.
Courts’ interpretations of 401(k) fiduciary laws are changing
The prudence requirement in being gauged based on the portfolio in aggregate but also on individual investment options.
Social Security Administration steps up online security
Starting June 10, verification code required to access personal accounts.
Fidelity’s approach to DOL fiduciary rule rankles some 401(k) advisers
The largest record keeper is being more aggressive than its peers in pushing fiduciary services for retirement plans and participants, observers say.
TIAA to pay $5M in 401(k) excessive-fee suit
Employees allege the firm failed to act in their best interests when managing their retirement plans.
Auto features are helping to fuel 401(k) growth
Fidelity Investments says auto enrollment and auto escalation are pumping up retirement savings.
Average 401(k) balance hits new record, thanks to automated savings
"Auto-escalation" helped the average balance in a Fidelity account reach $95,500.
5 costly inherited IRA mistakes
Advisers should have their antennas up when an IRA owner dies and leaves the IRA to a non-spouse beneficiary.
Milestone birthday triggers crucial financial decisions
In the latest dispatch from the retirement front, Mary Beth Franklin mulls health insurance and estate planning choices.
Student loans just got more expensive
Beginning in July, interest rates on new government loans are set to rise.
Merrill Lynch will allow IRA commissions in some circumstances under DOL fiduciary rule
Beginning in June, Merrill advisers will be able to use "limited purpose brokerage IRAs" for certain products and transactions, and the firm will also make more products available over its advisory platform.
Retirement taxes are not for sissies
Opportunities abound for advisers schooled in tax-efficient withdrawals.
Private equity adds fuel to 401(k) record-keeper consolidation
Private-equity firms have snapped up a bunch of record keepers, perhaps motivated by access to millions of participants to whom they can sell a variety of financial product
