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Financial Engines expands to small 401(k) plans with ADP partnership

February 6, 2018

Financial Engines Inc., a managed-account provider for 401(k) plans, is expanding its reach by partnering with record keeper ADP to bring its advice and investment management services down-market to small retirement plans. With $160 billion...

Most defined-contribution executives not aware of their fiduciary duties

February 5, 2018

When it comes to fiduciary awareness, what defined-contribution-plan executives don't know can hurt them, their plans and their participants. Recent surveys and observations by defined-contribution experts highlight troubling gaps in executives'...

Edelman launches initiative to get D.C. to focus on retirement security

February 1, 2018

A prominent investment adviser and a Washington think tank are joining forces to try to get Congress to address policies that help people save for retirement and live comfortably in retirement. Ric Edelman, founder and executive chairman of...

401(k) advisers vs. institutional consultants: On a collision course?

January 31, 2018

At a recent industry conference that primarily attracted consultants and providers for the largest retirement plans, a Willis Towers Watson representative asked me in the elevator where I was from. I answered, "The dark side." He laughed, but...

Timing is crucial for Social Security and Medicare

January 29, 2018

Sometimes the most important advice I can give readers is, "Don't do it!" For example, one reader wrote to me recently asking if she should collect benefits on her ex-husband's earnings record now, at age 65, and later switch to her own larger...

Mutual of Omaha sued over 401(k) plan fees, investment options

January 29, 2018

A participant in the 401(k) plan of Mutual of Omaha sued the company and plan executives alleging violations of ERISA due to excessive fees and to the plan's use of proprietary funds. "The fiduciary defendants selected numerous investment options...

Capital Group, sponsor of American Funds, wins 401(k) lawsuit

January 26, 2018

Capital Group, which sponsors the American Funds brand of investment products, has won a lawsuit alleging the company profited at the expense of its employees by loading its 401(k) plan with costly in-house funds. The decision was sure to be...

How new leadership at DOL could address retirement rules

January 25, 2018

By all accounts, the administration of Donald J. Trump is slashing regulations across government. However, there are some exceptions to the rule, and a less ambitious deregulatory regime seems likely under new leadership at the Department of...

Empower Retirement finds reason to give clients projected vision of future

January 25, 2018

Defined contribution plan participants who have received a detailed view of their retirement future do a better job of preparing for it, according to new research by Empower Retirement. The record keeper found that income replacement scores...

Empower unveils free 401(k) diagnostic tool

January 25, 2018

Empower Retirement, one of the largest providers of defined contribution plans, is trying to court retirement plan advisers with a new plan diagnostic tool that's free for advisers, whether or not they use Empower as a record keeper. The launch...

Fidelity pushes Vanguard to compete on brand in 401(k) plans

January 24, 2018

Fidelity Investments' move to impose an additional fee on Vanguard Group assets is going to test plan sponsors' loyalty to the index-fund giant, according to retirement plan advisers, as employers are forced to choose between sticking with a...

Retirement risks keep rising

January 23, 2018

Half of working-age households in the U.S. were on track in 2016 to be able to maintain their standard of living in retirement, according to the National Retirement Risk Index report out this month from the Center for Retirement Research at...

New tool helps advisers estimate health care costs

January 23, 2018

The cost of health care in retirement consistently ranks as a leading concern among clients, yet it is a topic on which few financial advisers can offer specific guidance. That is about to change. A new tool from HealthyCapital unveiled this...

How 401(k) deductions were saved in budget drama

January 22, 2018

Fears of drastic changes to retirement savings tax advantages during the recent tax reform deal failed to materialize, thanks to the efforts of an unusual coalition, old-fashioned lobbying and a presidential tweet. The allure of reducing the...

Financial advisers should avoid error by omission and consider reverse mortgages

January 22, 2018

Over the past few years, I have been very outspoken about the need for financial advisers to incorporate reverse mortgages into their practices, especially those acting under a fiduciary duty of care or doing retirement income planning. As a...

Social Security payments to continue during government shutdown

January 22, 2018

Social Security payments to retirees, survivors and eligible family members, as well as Supplemental Security Income payments to low-income elderly and disabled recipients, will continue with no change in payment dates during the government...

Fidelity charging new fee on Vanguard assets held in 401(k) plans

January 22, 2018

Fidelity Investments, the largest record keeper of assets held in defined-contribution plans, has begun charging employers a fee on 401(k) assets held in Vanguard Group investment funds. Starting this year, Fidelity will charge all new 401(k)...

Are you walking into a TDF trap?

January 22, 2018

Few investment products currently garner more attention than target date funds. Launched 30 years ago, TDFs are the most common qualified default investment alternative used in 401(k)s today, and they claim a sizable portion of the average investor's...

How advisers can manage IRA rollover risk under the DOL fiduciary rule

January 19, 2018

Advisers need to examine their practices for IRA rollovers in the new fiduciary environment created by the Department of Labor's conflict-of-interest rule. As background, there are three ways an adviser can help a participant with a rollover....

Why 401(k) advisers should be aware of contractual language limitations

January 18, 2018

As counsel for investment managers and investment advisers, we endeavor to draft documents precisely, making clear the obligations of our clients and seeking to limit their exposures to the extent permissible by the Employee Retirement Income...

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