Results for "defined benefit plans"

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3 tips for tomorrow's retirement plan adviser

September 21, 2014

25 years ago, the main focus for retirement plan advisers was picking funds for a 401(k) in-vestment menu. While that seems increasingly anachronistic, one of the original selling points of the 401(k) was that it offered a broad range of choice...

Pension giants out of sync with alternative investments

September 3, 2015

When multi-billion-dollar pension funds start darting in and out of alternative-investment strategies, it should raise some questions about what really represents so-called smart money. Regarding the report this week that the board of the $191...

Tick, tick, tick: Fannie Mae employees must decide by June 4 on retirement assets

May 26, 2015

Investment advisers and brokers in the Washington, D.C., area may be getting new business from current and former employees of a federal housing agency who must decide within the next week what to do with their retirement funds. The Federal...

Slow start to Obama's grand 'MyRA' retirement savings program

January 20, 2015

Almost a year ago, President Barack Obama outlined a modest but important program designed to encourage workers to save for retirement, especially if they don't have a 401(k)-type plan through their employer. In the 2014 State of the Union,...

Learning how to handle stressed clients

October 5, 2014

In her first 10 weeks in the financial advice profession, Amanda Moore learned that advisers deal with clients at tense moments in their lives. Ms. Moore, 23, a resident in financial planning at Cornerstone Wealth Advisors in Edina, Minn., is...

Is your core strategy getting flabby?

December 21, 2014

With a historic amount of assets shifting between asset management firms, many retirement plan advisers and plan sponsors are re-examining their bond investing strategies. Just about every plan participant has an allocation to core bonds, which...

Rubio outlines Social Security reforms

May 13, 2014

Sen. Marco Rubio, R-Fla., on Tuesday called for changes to federal retirement programs that would encourage senior citizens to extend their careers, saying they were a key way to help improve their ability to finance retirement. The Social Security...

A retirement plan from the guy who teaches retirement income planning

June 20, 2015

Americans worry about affording retirement, but that doesn't usually translate into hard-core financial planning. Then there's David Littell, the 61-year-old director of the retirement income planning program at the American College of Financial...

Americans are saving more these days and that's not necessarily a good thing: Fink

June 3, 2015

Americans are saving more money these days. And that's not necessarily a good thing. BlackRock's Larry Fink sees low rates eroding growth. Things are looking up at Pimco. Outflows slow to a trickle. Have you gone away after selling in May? Dan...

Saving for retirement should be advisers' top priority: Wharton's Marston

May 19, 2015

Financial advisers need to encourage their clients to make retirement the most important savings goal, beyond college, recreation or any other goal. That's the bottom line message from Richard Marston, professor of finance at University of Pennsylvania's...

Retirement crisis is real and getting worse: Study

January 27, 2015

More than half of all American households do not have enough put away for retirement, and the problem is getting worse, according to new research from the Center for American Progress. Along with tracking what people are putting away for retirement,...

Longer life expectancies are killing pension funds

February 17, 2015

Pension fund strategies never factored in that people would live as long as they're living. It is a real and growing problem. Mamas, don't let your babies grow up to be pension fund managers Stories of investors being ripped off by advisers...

Strategies arise to take advantage of new IRS after-tax rollover

September 24, 2014

Advisers are weighing strategies in light of the IRS' recent announcement on its treatment of after-tax money in 401(k) plans, but those opportunities might be hard to come by at the employer level. Last week, the Internal Revenue Service released...

Why security in retirement is often luck of the draw

January 16, 2015

From a historical perspective, clients seeking to retire at the present time are facing a tough environment. This is a matter I've been working to quantify. We all face an intense vulnerability regarding our lifetime sequence of market returns....

The retirement apocalypse that isn't coming

May 26, 2014

Grandma's much-anticipated Arctic cruise becomes a slow drift away on an ice floe. Grandpa mortgages his kidneys to pay for a new heart. Social Security is deader than disco and "IRA" only refers to guys named Ira. That bleak vision is only...

GAO report calls for more disclosure of managed accounts in 401(k)s

July 31, 2014

The U.S. Government Accountability Office is calling on the Labor Department to step up disclosure requirements for managed accounts in 401(k) investment lineups. In a 92-page tome released on Tuesday, the GAO discussed its analysis of eight...

Hartford Financial Services Group names a new CEO

June 9, 2014

Hartford Financial Services Group Inc. promoted Christopher Swift to chief executive officer to replace Liam McGee, who is stepping down after a medical procedure related to a brain tumor. Mr. Swift, the 53-year-old chief financial officer who...

Going under the hood of the new DOL fiduciary rule

April 6, 2016

The Labor Department has just revealed the final scope of a controversial new rule intended to raise investment advice standards on retirement accounts. It's the most significant change in the retirement and IRA marketplace since the ERISA law...

Krawcheck to advisers: 'Middle-aged white guys' must help women get raises

June 25, 2015

The disparity in pay between men and women is a key source of the retirement-savings gap, and an issue that financial advisers should help their clients overcome, former Merrill Lynch boss Sallie L. Krawcheck said Thursday. In a speech at the...

12 predictions about what the Labor Department's fiduciary rule will look like when implemented

November 5, 2015

Opponents of the Department of Labor's controversial conflict of interest rule continue to turn up the political heat. On Oct. 27, the House passed legislation sponsored by Rep. Ann Wagner, R-Mo., that would prohibit the DOL from finalizing...

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