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Small-market retirement plan advisers face big-time challenges
Once upon a time, defined contribution plans seemed to be “set it and forget it” tools for plan…
Retirement industry to undergo major changes with or without DOL fiduciary rule
Firms are moving forward with changes because it makes sense for advisers and their clients.
Some active target-date fund managers shine as passive management continues 401(k) onslaught
American Funds and American Century saw the largest percentage growth last year among prominent TDF providers.
Why keeping inheritance expectations realistic can help avoid conflict later
Family conflicts often arise when money mixes with grief.
Merrill Lynch outlines plans for its 401(k) fiduciary platform
Wirehouse is broadening the pool of advisers who can work with retirement plans as an investment fiduciary.
InvestmentNews expands retirement plan adviser coverage
InvestmentNews announced Wednesday that it is expanding its retirement plan adviser coverage by recruiting a nationally recognized expert of that growing market to help guide its efforts.
Will the DOL fiduciary rule kill 401(k) plan referrals?
The regulation may not cause a flood of new referrals as non-specialists exit the 401(k) market. It might actually have the opposite effect.
How to service small retirement plans and still make a profit
Outsourcing ongoing investment monitoring and education meetings, taking work on a project basis and charging a flat fee are ways advisers can help small plans while making revenue.
The Department of Labor’s fiduciary rule: Where are we now?
The Trump administration has issued a proposed regulation to delay the applicability date of…
Medicare rules differ for small business owners and employees
They must enroll when they turn 65 or face lifelong penalties.
Donald Trump vs. Bill Clinton: Same age, but different IRA rules
Just like their politics, even IRA required minimum distribution rules apply differently for each of them.
Gray divorce presents Social Security challenges
Length of marriage, years since divorce and age of ex-spouses affect claiming options.
Don’t count on the Trump Bump for your retirement
Stocks aren't priced to deliver big long-term returns, but they might stay high for a while
Morgan Stanley debuts fiduciary product for small 401(k) plans, with eye toward DOL rule
The wirehouse offers a way for non-fiduciary brokers working with 401(k) plans to continue working with clients in the small-plan market
401(k) advisers, take heed of guidance on hardship withdrawals for clients
In recent months, the Internal Revenue Service has provided guidance with respect to hardship withdrawals from tax-qualified retirement…
Brokers-dealers move to trim fund offerings as they adjust to DOL rule
Small fund companies may have to pivot, by embracing a niche specialization or redirecting sales forces toward new distribution channels.
Study finds most retirees want guaranteed lifetime income
Consumers want products that offer peace of mind and make it easier to manage a budget in retirement.
Advisers embrace elimination of Obamacare taxes, question GOP replacement plan
The House Republican approach kills investment-income levies, but the breadth of coverage could shrink.
Fidelity, Empower and T. Rowe take three different approaches to the DOL fiduciary rule
Some retirement plan advisers see providers' compliance moves as potential competition.
Senate moves to kill DOL’s state, city auto-IRA rules
Resolutions to overturn the rules only require a simple majority to pass, and aren't subject to a Senate filibuster
