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Forget bingo! More Americans are working part-time in retirement

May 6, 2017

Mandy Hummel needed a change. A resident of Grass Valley, Calif., located outside Sacramento in the foothills of the Sierra Nevada mountains, Ms. Hummel had spent the last several years of her career working in customer service for a company...

6 tips for getting clients ready for part-time retirement

May 5, 2017

A growing number of Americans are choosing to retire from full-time employment and work part-time in retirement. Here's how financial advisers can help them through that transition:

Senate votes to kill state auto-IRA rule

May 4, 2017

The Senate voted Wednesday to kill Obama-era rules promoting the creation of certain retirement plans, called auto-IRAs, by states. The bill now heads to the desk of President Donald J. Trump, who is expected to sign it into law. The Senate...

The benefit advisers should be talking about with 401(k) plan sponsors

May 3, 2017

Imagine this for a minute: You are a promising, 25-year-old computer engineer working for a start-up. The future seems entirely exciting, brimming with possibilities. One Saturday afternoon you're riding your bike and get hit by a car. The accident...

Death of the 'blind squirrel' 401(k) adviser greatly exaggerated

April 27, 2017

Over the last decade, many experts have been predicting less experienced advisers will be forced out of the 401(k) market. With the Department of Labor's conflict-of-interest rule set to create more fiduciary advisers, those same experts are...

Retirement savings still a potential target in tax reform negotiations

April 26, 2017

The Trump administration intends to leave retirement savings untouched as part of its new tax proposal, but some remain concerned employer-sponsored plans won't survive the tax-reform process unscathed. "We're pleased with the framework that...

In K-12 403(b) plans, employees and their unions can be their own worst enemy

April 20, 2017

Defined contribution plans for public school teachers are notoriously poor retirement plans, often described as a Wild West of sorts that's plagued by minimal plan oversight, subpar investment options, and fund and insurance brokers who are...

Fees, lawsuits top concerns for defined contribution executives

April 17, 2017

Fees and litigation fears dominate the thinking of defined contribution plan executives and their consultants even though plan costs have come down over the years, according to a new survey by Pacific Investment Management Co., Newport Beach,...

Top 10 record keepers of defined contribution plans

April 13, 2017

The largest defined-contribution-plan record keepers all experienced positive asset growth last year, according to Pensions & Investments' annual record keeper survey. Bank of America Merrill Lynch, the No. 7 service provider by assets, had...

What will be the next big thing for 401(k) plans?

April 13, 2017

Defined contribution plans have been around for about four decades, and have been popular with small and mid-sized companies for about 25 years. The evolution of 401(k) plans and 403(b) plans over that time, during which they became a replacement...

Why the Senate should overturn state retirement rules

April 11, 2017

Why are state governments implementing mandatory retirement plans? The answer is simple: Some Americans are not saving for retirement and an auto-enrollment IRA program could increase the retirement savings rate. The tougher question: Why are...

More 401(k) advisers face litigation risk in June under DOL fiduciary rule

April 11, 2017

A greater number of advisers and firms servicing 401(k) plans and their participants could be at risk of litigation in a few months' time, when implementation of some provisions of the Labor Department's fiduciary rule are set to kick in. This...

Retirement plan advisers should bone up on lifetime income

April 11, 2017

The continuing demise of defined benefit plans and increasing concern about the future of Social Security have dramatically reduced the certainty of retirement income for most Americans. Guaranteed income options in defined-contribution plans...

Advisers should heed fiduciary principles in ongoing Tibble 401(k) suit

April 11, 2017

At the end of last year, Glenn Tibble's long-standing claim against Edison International regarding excessive 401(k) fees was given an opportunity to continue by the U.S. Circuit Court of Appeals for the Ninth Circuit. The primary issue in that...

3(38) vs. 3(21) investment fiduciary services: the pros and cons for 401(k) advisers

April 7, 2017

As lawsuits targeting 401(k) plan sponsors have proliferated and buzz around the Department of Labor's fiduciary rule continues building, demand for investment fiduciary services has grown among employers, and advisers have evolved to meet the...

Judge in Putnam 401(k) suit deals potential setback to plaintiffs using Vanguard as fee benchmark

April 6, 2017

A federal judge has seemingly dealt a blow to plaintiffs bringing claims against financial services companies for excessive retirement plan fees, following a recent ruling in a self-dealing lawsuit involving Putnam Investments' 401(k) plan....

Senate, House introduce bills mandating lifetime income disclosures for 401(k) plans

April 6, 2017

Bipartisan legislation was introduced today in the Senate and House of Representatives that would require employers to provide 401(k) participants with a projection of monthly income at retirement, based on their current account balance. Johnny...

Fidelity follows Empower in launching TDF-managed account hybrid

March 31, 2017

Fidelity Investments, the largest retirement plan record keeper, has introduced a new service for defined contribution plans that would allow employers to default employees into either a target date fund or a managed account. Record keepers,...

MassMutual to level 401(k) fees for its brokers

March 30, 2017

Massachusetts Mutual Life Insurance Co. is moving to level compensation brokers receive for working with 401(k) plans, a step other large brokerages have taken in response to the Department of Labor's fiduciary rule. The firm, which has more...

Merrill Lynch and Morgan Stanley: A tale of two fiduciary 401(k) business models

March 24, 2017

The wealth management units at Merrill Lynch and Morgan Stanley within the past few weeks announced substantive changes to their respective 401(k) businesses, and while each approach shares common ground they also differ in notable ways. Where...

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