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Fidelity adds more financial planning to its 401(k) managed accounts

July 17, 2018

Fidelity Investments, the largest record keeper of defined-contribution plans, has upgraded its managed account service to encompass more holistic financial planning and advice for 401(k) investors. Observers say the move signals a trend that's...

Social Security scam alert

July 17, 2018

Here's the latest identity theft scam to warn your clients about: suspicious phone calls that claim to be from the Social Security Administration. Don't fall for it, warned Gale Stallworth Stone, acting inspector general of the SSA. In one case,...

Retirement savings proposals introduced in Senate, under discussion in the House

July 17, 2018

A bipartisan group of senators introduced a package of retirement savings bills Tuesday that includes making it easier for small employers to join pooled employer plans and giving employers incentives to use automatic enrollment and automatic...

Beware 401(k) robo-fiduciaries – especially the human ones

July 17, 2018

This article has been updated to reflect the correct name of the Mercer product mentioned in the second paragraph. There's a lot of talk about robo-advisers, many of which would be troubling to traditional 401(k) plan advisers if they had a...

Small businesses face a big retirement challenge

July 17, 2018

Here is an amazing statistic: Small businesses account for 99.7% of all U.S. firms and employ more than half of all American workers, according to the Small Business Administration. Collectively, small businesses drive the economy, but many...

Can inherited IRAs be split in a divorce?

July 16, 2018

Can an inherited individual retirement account be split in a divorce? No one knows for sure, but it's already happening. This is a new phenomenon, and it may signal a developing trend in future divorce agreements, especially in light of the...

Former manager for New York pension fund sentenced to 21 months for taking bribes for brokers

July 13, 2018

A former portfolio manager for New York's main pension fund must serve 21 months in prison for accepting gifts including concert tickets, drugs and luxury watches from brokers in exchange for steering billions of dollars in business to their...

Automatic enrollment in small-business plans is working

July 12, 2018

Corroborating behavioral finance insights on saving habits, a survey by Vanguard of 8,900 small-business retirement plans found that those having automatic enrollment enjoyed an 83% participation rate, versus 58% for plans with voluntary enrollment....

MassMutual offers active target-date funds managed by T. Rowe Price

July 10, 2018

MassMutual has launched a family of target date funds that is managed by T. Rowe Price and features active management and dynamic tactical asset allocation. The MassMutual Select T. Rowe Price Retirement Funds are available exclusively to participants...

Efforts to help gig economy workers save for retirement gaining ground

July 10, 2018

With a sizable portion of American workers doing temporary, contract or on-demand work, the pressure is on everyone — companies, policymakers, the retirement industry and workers themselves — to figure out ways to make them better prepared...

Improved health outcomes can boost retirement savings

July 10, 2018

What would you say about a planning tool that quantifies how improved management of a chronic health condition can reduce a client's medical expenses, increase their life expectancy and boost disposable income? What if you took it a step further...

Judge dismisses stock-drop suit against Allergan

July 9, 2018

A federal judge has dismissed a complaint by participants in an Allergan defined-contribution plan, rejecting allegations that company and plan executives violated their fiduciary duties by offering company stock in the plan menu. The plaintiffs...

New ways to estimate and fund long-term care costs

July 5, 2018

Nothing strikes fear in the heart of retirees more than the three letters: LTC. The potentially crushing costs of long-term care in a nursing home, memory care unit or even at home — most of which are not covered by Medicare — can easily...

The Life Insurance Agent as Financial Planner

July 5, 2018

There are two major trends occurring with the insurance and risk management aspects of financial planning. First, many traditional life insurance agents are becoming financial planners, not just in title but in terms of their products, services,...

What older people should consider when starting a business

July 3, 2018

Andrew S. Morrison, 62, doesn't see himself playing golf anytime soon. When he left his post as a senior vice president at a health insurance company in 2013, he consulted for a couple of years, but found the work wasn't challenging. So in 2016,...

Trade war could harm Americans' retirement savings

July 3, 2018

Donald Trump's brewing trade war could have another collateral victim: Americans' retirement savings. The second quarter officially ended on Friday. By next week, large U.S. companies will start reporting how they did during the period. Most...

Divorced women declare financial independence

July 3, 2018

It's fitting that as the country celebrates Independence Day this week, a new study documents the experience of more than 1,700 women going through the process of divorce. While many face financial obstacles in living on their own, nearly half...

Investors don't have a clue about using 401(k) savings, Cerulli says

June 29, 2018

A new study from research firm Cerulli Associates finds that most investors who have accumulated a retirement nest egg in a 401(k) plan are "clueless" about how to use the money. When asked what they will do with their accumulated savings, one...

Retirement planning 10 years after the financial crisis

June 28, 2018

Ten years after the start of the 2008 financial crisis, the retirement income conversation is starkly different than it once was. In fact, everything has changed, from the way advisers and investors look at risk, to the investment vehicles they...

The black hole of financial planning: Health care costs

June 26, 2018

Affluent older adults are worried about what health care costs, including long-term care expenses, could do to their carefully laid retirement plans. Yet only about half of those who work with a financial adviser have discussed their fears because...

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