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Bipartisan bill seeks to ease hurdle for small-business retirement plans
Measure directs Labor and Treasury Departments to allow employers and sole-proprietors participating in similar retirement plans to file a single aggregated Form 5500.
Tax cut optimism may be overblown
Wall Street Journal columnist notes health care resolution must come first, making any tax reform more distant.
Taxpayers only hurting themselves by not mentioning their nondeductible IRA contributions
There's only one way to ensure they get the full tax benefit of those contributions.
Retirement market needs 401(k) generalists, not just specialists: execs
Generalist 401(k) advisers, or those who don’t specialize in retirement plan business, are essential to a well-functioning retirement…
401(k) plan sponsors want financial advisers to better know their businesses
Employers sponsoring 401(k) plans expect advisers to challenge assumptions, know their businesses inside and out.
Tax reform could be ‘way worse’ for retirement industry than Department of Labor’s fiduciary rule: Graff
Limits could be placed on 401(k) contributions as a way to help pay for broad corporate and individual tax cuts, according to Brian Graff, head of the National Association of Plan Advisors.
Faltering congressional support for auto-IRAs leaves legislation up to states
Auto-IRA programs have been enacted in five states that would cover an estimated 10.4 million workers.
Large advisory shops build custom target-date funds
The firms are able to deliver the funds at low cost to small 401(k) plans, but some question if there's a potential conflict involved in recommending proprietary funds.
Despite uncertainty, Department of Labor fiduciary rule upends 401(k) biz
Market shifts will largely remain intact in the event the regulation is amended or scrapped, and non-specialists are adjusting.
Retirement gets a deeper dive
Retirement Plan Adviser will feature stories on the issues and trends that affect plan advisers, as well as commentary from thought leaders.
Metamorphosis of DC investment-only wholesalers
Why asset manager units focused on these plans, facing some harsh realities, are in a state of change.
Plan sponsors want help with DOL fiduciary duties
Firms look to retirement advisers to be experts on the law, and even sometimes on their investments
Social media’s place in marketing
Maintaining a presence within social networks should not be viewed as a silver bullet, but part of an overall strategy for growth.
Medicare rules differ for small business owners and employees
They must enroll when they turn 65 or face lifelong penalties.
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.