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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...

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...

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...

Congressman introducing bill delaying DOL fiduciary rule

January 6, 2017

Rep. Joe Wilson, R-S.C., introduced a bill Friday that would delay the implementation date of the Department of Labor's fiduciary rule by two years from enactment of the legislation. "This legislation will delay the implementation of this job-destroying...

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...

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...

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...

The potential downside of automatic enrollment in 401(k) plans

December 1, 2016

Automatic enrollment has become a staple of 401(k) best practices over the past decade, touted as a way to boost important metrics such as plan participation and savings rates among employees. Adoption has more than doubled since 2006, when...

Why it would be a mistake for advisers to stop implementing the DOL fiduciary rule

December 1, 2016

After Donald Trump's election victory, many are wondering what to expect with respect to the Department of Labor's recently adopted fiduciary rule, which governs investment advice related to retirement plan assets. It is no secret that Mr. Trump...

Reversal on IRA-commission stance unlikely for Merrill if DOL fiduciary rule repealed

November 21, 2016

It's highly unlikely Merrill Lynch would reverse its position on scrapping IRA commissions if the Labor Department's fiduciary rule were to be repealed under Donald Trump's administration, according to industry-watchers. Marketing plays a large...

The amazing vanishing DOL fiduciary rule?

November 21, 2016

When it comes to the Labor Department's new "investment advice" regulation, the first question on the table has to be: Will it survive this historic election? The answer: a definite “maybe not.” First and maybe foremost, let's talk possible...

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