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Most small employers oppose state, federal government as auto-IRA sponsors: survey

January 13, 2017

While the vast majority of small-business owners support the idea of offering auto-IRAs to their employees, most oppose the plans being sponsored and administered by the state or federal government, according to a survey conducted by The Pew...

10 important client considerations with 401(k) rollovers

January 12, 2017

A tremendous amount of money flows from 401(k)s to IRAs every year through rollovers as individuals retire, switch jobs or just consolidate their wealth. Financial advisers are eager to serve this marketplace due to the opportunity involved....

Why retirement plan advisers should care about the HSA market

January 11, 2017

Why should retirement plan advisers care about health savings accounts? The short answer: The HSA market is growing and there is a void in education and advice, which retirement plan advisers are perfectly positioned to fill. The money in HSAs...

John Hancock picks robo for retirement accounts

January 10, 2017

John Hancock Retirement Plan Services will integrate NextCapital's digital 401(k) platform and begin offering its automated retirement plans and IRA rollovers over the next 12 months. NextCapital's robo-platform allows retirement plan participants...

State auto-IRA programs could be a boon for 401(k) advisers

January 9, 2017

State retirement programs like the ones being established in California and Maryland may, at first blush, seem to pose competition for 401(k) advisers. After all, the programs would seemingly take away potential client prospects. Aside from...

J.C. Penney agrees to pay $4.5 million to settle 401(k) suit

January 6, 2017

Department-store chain J.C. Penney is poised to pay $4.5 million to settle allegations over company stock in the firm's 401(k) plan, following a district court judge's preliminary approval of the settlement. Participants in the company's 401(k)...

Americans steadily boosting 401(k) deferral rates

January 5, 2017

Saving for retirement requires making sacrifices now so your future self can afford to stop working later. Someday. Maybe. It's not news that Americans aren't saving enough. The typical baby boomer, whose generation is just starting to retire,...

Prudential, Captrust win 401(k) fiduciary breach lawsuit

January 4, 2017

Prudential Financial and CAPTRUST Financial Advisors have defeated allegations of fiduciary breach in a 401(k) lawsuit against the two companies and the employer sponsoring the retirement plan. Connecticut district court judge Victor A. Bolden...

Outlook for 2017 retirement plan litigation

January 3, 2017

2016 saw an uptick in litigation targeting retirement plan fiduciaries, and 2017 will see more of the same, plus the resolution of the definition of a church plan with respect to organizations affiliated with churches, and more cases involving...

Obama administration shows more support for annuities in 401(k) plans

January 3, 2017

In its most recent show of support for lifetime income products in defined-contribution plans, the Obama administration has said it may be “prudent” in particular circumstances to default participants into target date funds that bundle in...

How 401(k) advisers can make financial wellness programs more effective

December 28, 2016

Financial wellness has become a buzzy topic in the realm of defined contribution plans. Employer interest in improving their employees' financial well-being is growing. And with retirement savings inevitably bound to an employee's finances,...

Automatic enrollment gaining ground in the smallest 401(k) plans

December 19, 2016

Automatic enrollment gained significant traction among the smallest 401(k) plans last year, reflecting a trend that's played out more broadly across the defined-contribution marketplace over the past decade. At the same time, plans automatically...

Appeals court sends 401(k) fee case Tibble vs. Edison back to District Court to be reheard

December 19, 2016

The 9th U.S. Circuit Court of Appeals in San Francisco on Friday ordered a U.S. District Court to rehear the Tibble vs. Edison International excessive 401(k) fee case, which centered on the choice of retail vs. institutional investment products....

Natixis launching 401(k) market's first ESG-focused target-date mutual funds

December 16, 2016

Natixis Global Asset Management is seeking to be the first asset manager to launch target-date mutual funds focusing on environmental, social and corporate governance causes, hoping to capitalize on broader momentum for ESG investing and recent...

DOL fiduciary rule delay likely and death not out of the question

December 16, 2016

Post-election, the fate of the Department of Labor's fiduciary rule is in question. Confusion and speculation about how, when and if the rule will move forward threaten to distract firms from planning and preparing for its scheduled implementation...

Three ways 401(k) advisers can demonstrate their value to clients

December 9, 2016

If you're a financial adviser with a narrow focus on retirement plans, you're a rare breed — sort of like the spotted Jaguar shark from the movie “The Life Aquatic.” This breed of advisers needs to get serious about how clients will judge...

Congress reignites debate over lifetime income disclosures in 401(k) plans

December 7, 2016

The Labor Department may be abandoning its regulatory project around lifetime income disclosures, but Congress isn't letting it die. In October, Assistant Secretary of Labor Phyllis Borzi said the department wouldn't be able to issue rules concerning...

Time for 401(k) plans to step into the modern age

December 4, 2016

The world of work has changed dramatically in the past 20 years, but some of our laws and customs have not kept up with these changes. The result can be harmful for workers who are relying on employer 401(k) savings plans to fund their retirement....

Wells Fargo to keep commission retirement accounts under DOL fiduciary rule

December 2, 2016

Wells Fargo Advisors has elected to keep commission retirement accounts intact under a Labor Department regulation governing investment advice, a decision that comes as uncertainty looms over the rule's fate. The wirehouse made its announcement...

Betterment retirement robo attracts 300 companies to 401(k) platform

December 1, 2016

The Betterment division that provides robo retirement advice has attracted about 300 mostly small companies to its automated 401(k) platform during its first 10 months in operation. Betterment for Business has seen an especially large interest...

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