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New mutual funds under DOL fiduciary rule could save investors at least 0.50% in returns: Morningstar
T shares and clean shares increase transparency and reduce entrenched conflicts of interest, offering a cost benefit to investors, the fund researcher finds.
Fees, lawsuits top concerns for defined contribution executives
Fees and costs remained at or near the top of respondents' answers in a new survey by Pacific Investment Management Co., no matter how the questions were phrased.
Help clients use qualified charitable distributions to save on taxes
Advisers need to help RMD clients change the way they give.
Social Security update for same-sex couples
Claiming rules have evolved since 2015 Supreme Court decision.
Top 10 record keepers of defined contribution plans
Fidelity Investments, the largest record keeper, extended its dominance in 2016.
What will be the next big thing for 401(k) plans?
401(k) plans have changed markedly over the past few decades, through the proliferation of mutual funds and the growth of target-date funds and automatic plan-design features. What's next?
President Trump signs resolution to effectively kill city auto-IRA rule
The president's advisers have signaled he'll sign a bill to make it unlikely that state auto-IRAs are put into place as well.
Courses available to become a Medicare pro
New online courses explain crucial retiree health care issues for advisers.
How your tax data could be sold on the internet
Your tax information is far more valuable than your credit card data.
Here’s the countries where taxes are highest
Spoiler: The U.S. is not number one.
Advisers should heed fiduciary principles in ongoing Tibble 401(k) suit
Developments in the excessive-fee lawsuit highlight the duty to monitor investments and the duty of a prudent trustee to be cost-conscious.
Why the Senate should overturn state retirement rules
A state-level mandatory retirement plan will not solve the problem of Americans not saving.
More 401(k) advisers face litigation risk in June under DOL fiduciary rule
Certain provisions of the rule will kick in putting those affected advisers more squarely in the line of fire of the litigation enforcement mechanism of ERISA.
Retirement plan advisers should bone up on lifetime income
Expect rapid product innovation and growing demand in this area, along with considerable business opportunity
BlackRock sued for alleged self-dealing in its 401(k) plan
The plaintiff takes issue with a so-called "layering scheme" in BlackRock's fund structure, whereby a fund's underlying proprietary investments charge additional fees that "cannibalize" returns for employees.
Social Security update for same-sex couples
Claiming rules have evolved since 2015 Supreme Court decision.
How you can reduce what you spend on tax preparation this year
Credit Karma tries to break into the business with a $0 product.
Here’s where millennials lag behind their baby boomer parents
Millennials are less likely to be married, living with children or own a home than their parents were at their age.
3(38) vs. 3(21) investment fiduciary services: the pros and cons for 401(k) advisers
As lawsuits targeting 401(k) plan sponsors have proliferated and buzz around the Department of Labor’s fiduciary rule…
Judge in Putnam 401(k) suit deals potential setback to plaintiffs using Vanguard as fee benchmark
The lawsuit is the first among similar cases to proceed to hearings on summary judgment, and may be telling as to how future judges rule.
