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Push to require Roth 401(k) savings over traditional plans may re-emerge

June 26, 2018

Retirement plan advisers who thought Washington had ditched the idea of requiring Roth 401(k) savings instead of traditional 401(k)s should think again. Those who closely follow retirement policy say senior legislators on Capitol Hill are again...

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...

Empower's new 401(k) cybersecurity guarantee a sign of the times

June 26, 2018

Empower Retirement, one of the largest retirement-plan record keepers, has begun offering participants a backstop against financial losses resulting from cyber attacks — both a sign of the mounting threat digital crime poses in the 401(k)...

401(k) advisers should heed the legal aspects of outsourcing

June 25, 2018

The outsourcing of retirement plan functions — administrative, investment and others — is a practice that predates the Employee Retirement Income Security Act of 1974. But its prevalence has increased in recent years as a result of increased...

Checking one off the bucket list

June 25, 2018

For years, I dreamed about taking a European river cruise, salivating over television ads showing luxury cruise ships floating past ancient castles and iconic windmills. I finally convinced my husband Mike that a river cruise would be the perfect...

IRA assets will almost double those in 401(k) plans over next five years

June 25, 2018

Assets in individual retirement accounts are likely to grow to almost twice the amount held in 401(k) plans over the next five years, according to an industry analyst. IRA assets are projected to swell to $12.6 trillion by the end of 2022, according...

Galvin charges MetLife with inflating bottom line

June 25, 2018

Continuing to turn the heat on MetLife, Massachusetts securities regulator William F. Galvin has charged the insurer with issuing misleading statements relating to its failure to make pension payments to hundreds of retirees in the state that...

Social Security benefits lost 34% of their buying power since 2000

June 21, 2018

Social Security benefits have lost more than one-third of their buying power since 2000, according to a new study released Thursday by The Senior Citizens League, a nonpartisan advocacy group. "This is the biggest loss of buying power recorded...

Lessons 401(k) advisers learned from the DOL fiduciary rule saga

June 21, 2018

Retirement plan advisers, especially specialists, used to complain that their broker-dealers and the public ignored them — or, worse, didn't realize they existed. All that has changed now that retirement has become a key political issue and...

Opaque, outdated 401(k) plan disclosures harming investors, advisers

June 20, 2018

Opaque and outdated 401(k) plan disclosures are harming investors and financial advisers trying to gauge whether rolling money out of a workplace retirement plan is in the client's best interest, Morningstar Inc. argues in a new report. The...

MetLife, Brighthouse sued for $500 million over missing pensioners

June 20, 2018

MetLife Inc. and Brighthouse Financial Inc. have been sued for failing to pay at least $500 million in retirement benefits over the past 2½ decades to thousands of pension plan participants. In December, MetLife disclosed that it had failed...

401(k) fund fees continue to fall

June 19, 2018

Fees for equity, hybrid and bond mutual funds held in 401(k) plans continued their long-term decline in 2017, according to a new report published by the Investment Company Institute, a trade group representing fund managers. The average asset-weighted...

401(k) advisory firms creating in-house financial wellness programs

June 19, 2018

Large retirement-plan advisory shops are increasingly adopting their own in-house financial wellness programs as they look to capitalize on an emerging area of client demand, battle ongoing fee compression and try to stand out in a market that's...

Advisers use ethical wills to look beyond client assets

June 19, 2018

Sometimes an inheritance is more about the legacy than the assets being passed down, and sometimes it's a little bit of both. Enter the ethical will, which is also known as a "legacy letter" or "living legacy" by financial advisers helping their...

Divorce reduces retirement readiness

June 19, 2018

It's no secret that divorce creates enormous emotional and financial challenges in the short run. But now a new report from the Center for Retirement Research at Boston College quantifies how divorce affects longer-term finances in the form...

Fidelity cuts target-date fund fees

June 15, 2018

Fidelity Investments, which has been cutting prices to compete with low-cost rivals such as Vanguard Group and Charles Schwab Corp., is trimming fees on the target-date index funds it sells to retirement plans and rolling out new offerings that...

Guaranteed retirement income campaign launched

June 14, 2018

A national retirement income crisis is brewing, but no one seems to be paying attention. In response, a coalition of 24 major insurers and asset management firms launched a public information campaign Thursday to educate consumers and financial...

DOL fiduciary rule on brink of death as key deadline passes

June 14, 2018

The Department of Labor fiduciary rule is teetering on the brink of death after the Justice Department, which was defending the rule in court, appears to have let a key deadline pass to keep the case alive. On March 15, the 5th Circuit Court...

Labor Department partners with two life insurers on abandoned plans

June 13, 2018

A previous version of this story incorrectly stated that the Labor Department was going to work with the two insurers to find missing retirement plan participants. The Department of Labor will work with Metropolitan Life Insurance Co. and Brighthouse...

BlackRock, Wells Fargo reportedly preparing ESG funds for 401(k) plans

June 13, 2018

Doing good and saving for retirement may soon get easier. BlackRock Inc. and Wells Fargo & Co. are developing their first-ever ESG funds for retirement savings plans, seeking to tap into growing demand for ethical investing. Both firms plan...

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