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Consolidation of record keepers for 401(k) plans 'worrisome'

September 1, 2018

Consolidation among record keepers in the retirement-plan business has created concern among some financial advisers. While deal activity has waned since a feverish pace of blockbuster acquisitions leading up to 2016, experts believe the frenetic...

The case for clean shares in retirement plans

September 1, 2018

When the topic of 401(k) and 403(b) revenue sharing comes up, advisers get very vocal about why we should be moving to institutional or clean shares. Along with greater transparency, clean shares demystify how defined-contribution plans work...

403(b) sponsors finding success beating back lawsuits

September 1, 2018

Sweeping claims began stacking up over a decade ago in federal courts alleging that some of the nation's largest employers breached their fiduciary duties to 401(k) participants under ERISA. These class-action cases contained almost identical...

Drawing down assets from a portfolio need not be tough

September 1, 2018

Decumulation is the hottest topic in the retirement industry today. Service providers are all looking for ways to distribute a reliable and predictable stream of income to defined-contribution-plan participants during their retirement in an...

HSAs functioning more as 401(k)s

September 1, 2018

Retirement plan advisers are increasingly interested in helping employer clients with their health savings accounts. But how should advisers look at these accounts? That depends on whether the employer wants to position the HSA as a transactional...

Retirement plans see rise in cyberattacks

September 1, 2018

Cyberattacks have made their way into the U.S. retirement system. While we may have hoped that employer-sponsored retirement plans would escape the types of cyberattacks plaguing financial service providers and dominating headlines, service...

Personal Capital takes aim at retirement income

August 31, 2018

Personal Capital's latest feature on its robo platform helps clients create a tax-efficient retirement income strategy. Retirement Paycheck leverages account level tax status, household tax filing status, and the latest state and federal tax...

Trump to issue executive order to expand retirement savings rules for small businesses

August 31, 2018

President Donald J. Trump plans to issue an executive order Friday directing his administration to make it easier for small businesses to band together to set up retirement-savings plans. The order, to be signed in North Carolina ahead of the...

Advisers back Trump's directive to ease distribution rules for retirement accounts

August 31, 2018

Investment advisers support President Donald J. Trump's effort to allow people to keep money in their retirement accounts longer. This afternoon at an event in Charlotte, N.C., Mr. Trump will sign an executive order directing the Treasury Department...

Nudging Congress toward Social Security reform

August 30, 2018

When leaders refuse to lead, it's time for the people to step in. That, essentially, is the mission of Funding Our Future, an alliance of organizations dedicated to making a secure retirement possible for all Americans. I was honored to serve...

Using Social Security to fund paid parental leave is not the way to go

August 29, 2018

Senator Marco Rubio has introduced a paid-leave bill that would allow parents to collect Social Security benefits following the arrival of a new child, even if those parents are not retired. The benefits would be used to finance time away from...

Estimating the impact of early retirement on Social Security benefits

August 29, 2018

One of the most common questions I receive from financial advisers concerns the impact of early retirement on future Social Security benefits. They wonder if the estimated benefits statement that their clients receive accurately portrays future...

Crypto craze puts retirement savings at risk

August 29, 2018

The Securities and Exchange Commission last week rejected nine separate schemes to create the world's first bitcoin exchange-traded fund, which would open the door to investing in cryptocurrency in retirement accounts. This follows the SEC's...

Fidelity breaks through $2 trillion in retirement assets

August 28, 2018

Fidelity Investments became the first retirement-plan record keeper to amass $2 trillion in assets on its platform, bolstered by record sales numbers over the past year and a surging stock market. Defined-contribution assets — including those...

LPL lets more advisers do fiduciary 401(k) business

August 28, 2018

LPL Financial has relaxed some of the internal qualifications necessary to service 401(k) plans in an advisory capacity on its corporate RIA, effectively permitting more advisers to service plans as a fiduciary. LPL, the nation's largest independent...

The biggest obstacle to America's retirement security

August 28, 2018

Despite what we hear from uninformed politicians, conflicted lobbyists, the pandering mass media and most of the 401(k) industry, the biggest obstacle to solving the retirement crisis is the lack of engagement among the senior management at...

Some public employees face Social Security hurdles

August 27, 2018

There are about 2,700 different rules that govern Social Security benefits, but two of them stand out as the most confusing and unfair — at least according to the subset of workers and family members who are subject to them. About a quarter...

401(k) advisers see student loan benefits as next 'evolution'

August 24, 2018

Increasing student loan debt has drawn the attention of retirement plan advisers interested in finding ways to couple 401(k) plans and student loan repayment programs. A young employee may not be able to save for retirement while paying down...

Brokers, advisers and insurance agents implicated in alleged $100 million investment fraud

August 23, 2018

Dozens of financial intermediaries — including stockbrokers, financial advisers, financial planners and insurance agents — are being sued for an alleged investment fraud that attorneys claim cost more than 1,000 investors, many of whom were...

Retroactive Social Security benefits: Everything you need to know

August 20, 2018

A financial adviser contacted me recently to ask whether a widowed client, who had been eligible to collect Social Security survivor benefits at the earliest at age 60, could file for retroactive benefits now that she was 63. Any type of Social...

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