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Many acquisitions of DC record-keeping businesses lose luster over time
Record keeping is a business that requires companies to continue investing in services and technology.
Many plan to use this year’s tax refund to pay down debt
The percentage of consumers planning to put some of their refund toward paying down debt rose to 35.5%, from 34.9% last year, according to a new survey.
Help clients feel confident and in control of the retirement planning process
Advisers need to help people move past the emotional roadblocks that can make the process more complicated than it needs to be.
Using IRAs to reduce Medicare premiums
Directing a portion of required minimum distributions directly to a charity can reduce both taxes and Medicare premiums.
Americans renouncing citizenship at record levels
Among the names on the 2016 list of those bidding adieu was the U.K.'s foreign secretary, Boris Johnson.
More women taking control of family checkbooks
You get the kids ready for school, I’ll get them ready for bed. You make dinner,…
Many millennials see debt as a dating deal breaker
Thirty-nine percent of millennials would rather disclose a preexisting sexually transmitted disease to a potential partner than reveal their debt.
New York Life settles 401(k) lawsuit for $3 million
The firm allegedly engaged used an expensive proprietary fund to enrich itself at the expense of plan participants.
Lifestyle changes can add up to big savings for retirement
Regular and well-informed course corrections can help you become more comfortable financially and enjoy retirement even more.
House votes to kill DOL’s state, city auto-IRA rules
The House on Wednesday voted in favor of two resolutions to overturn Labor Department rules issued last…
How to help millennials avoid big mistakes with their IRAs
Steer young investors away from these common moves that can have a significant negative impact in retirement.
Funds with revenue-sharing fees can be cheapest option in 401(k) plans
Some record keepers have the capability to rebate these fees and only charge the asset management fee, resulting in a lower net cost than some zero-revenue-share funds.
Blackstone acquisition of Aon Hewitt could signal push by private equity into 401(k) plans
Blackstone executives have signaled their intent at breaking into the $5 trillion 401(k) market, and buying Aon Hewitt's DC record-keeping business may be the first step.
Social Security Administration continues to give bad advice on claiming rules
Staff denies some eligible applications for spousal benefits.
Trump’s DOL fiduciary directive triggers chaos
The mandate to review the rule and the accompanying delay leave the industry scrambling to adjust.
Is your 401(k) balance above or below average?
As life expectancy increases and the inflation rate on health-care spending regularly rises, you need to stay ahead of the game.
Two ways to boost Social Security benefits
Working longer and postponing benefits can increase future payments.
Medicare enrollment ends HSA eligibility
Working longer can allow continued contributions.
Congress seeks to kill DOL rules on state, city auto-IRA programs
House Republicans introduce bills to block Labor Department rules promoting creation of retirement plans for private-sector employees.
$4 billion hybrid RIA to leave LPL
Resources Investment Advisors also has affiliate retirement-focused advisory firms with $6 billion in assets, but it's uncertain whether they will follow suit and depart LPL.
