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LPL not selling Worksite Financial Solutions 401(k) platform

July 27, 2018

LPL Financial will not sell its Worksite Financial Solutions 401(k) platform, a decision that follows an expression of interest to buy the program by Global Retirement Partners, the largest retirement-focused advisory firm in LPL's network....

Industry group asks DOL for guidance on finding missing participants

July 26, 2018

The ERISA Industry Committee is asking the Department of Labor to develop guidance for plan administrators tasked with finding missing terminated vested participants. In a letter Wednesday to Preston Rutledge, assistant secretary of labor for...

61 is the 'magic' age when it comes to retirement

July 26, 2018

Retiring earlier than expected can derail an individual's retirement income plan in several ways — by reducing the time horizon for saving and investing, speeding the point at which portfolio withdrawals begin and potentially reducing Social...

Appeals court says university cannot force ERISA lawsuits into arbitration

July 25, 2018

A federal appeals court ruled Tuesday that the University of Southern California cannot compel participants in two retirement plans to accept arbitration rather than proceed with a trial to address ERISA complaints against university fiduciaries....

Systems glitch sends erroneous text messages to some Vanguard customers

July 25, 2018

Some participants in 401(k) accounts administered by the Vanguard Group received an erroneous text message Tuesday night saying that a loan from the account was being processed and the proceeds would soon be sent to the account holder's bank....

Working longer is best way to boost retirement income

July 25, 2018

Working a few years longer has a much bigger impact on improving retirement income security for older workers than boosting 401(k) contributions during the last decade of work, according to new research published by the National Bureau of Economic...

Judge dismisses amended complaint in Wells Fargo stock-drop case

July 24, 2018

A U.S. District Court judge in Minneapolis dismissed for the second time a lawsuit by participants in the 401(k) plan of Wells Fargo & Co., saying plaintiffs failed to prove their complaints of fiduciary breaches regarding the management of...

New focus on workers who don't take a full match

July 24, 2018

Participants in defined contribution plans are increasingly contributing enough to take full advantage of employer matches, thanks to plan design changes and a greater emphasis by employers on targeting communications to those who are falling...

Judge dismisses suit against AT&T plan

July 24, 2018

A U.S. District Court judge in Los Angeles dismissed claims by participants in the AT&T Retirement Services Plan, Dallas, that plan fiduciaries failed, among other things, to use the plan's large size to "obtain reasonable" record-keeping fees...

Fidelity, Empower to keep fiduciary services for 401(k) plan participants

July 23, 2018

Fidelity Investments and Empower Retirement, two of the largest record keepers of defined-contribution plans, will continue to provide fiduciary advice to 401(k) participants via their call centers, even though the Department of Labor's fiduciary...

How advisers can ride the 'wave of opportunity' of aging clients

July 23, 2018

People are living longer than ever, but how can they live better? That's the question Joseph Coughlin is trying to answer at Massachusetts Institute of Technology's AgeLab, which Mr. Coughlin founded and directs. In his book "The Longevity Economy:...

401(k) advisory firms with custom TDFs offer pain, solace to asset managers

July 20, 2018

Target-date funds built by firms with large networks of 401(k) plan advisers are beginning to gather significant assets, posing a direct threat to some asset managers trying to distribute their own products. Consider Retirement Plan Advisory...

SEC charges RIA and CEO with putting $19 million of client money into risky investments

July 18, 2018

The SEC on Wednesday charged an investment advisory firm based in Litchfield, Conn., and its CEO with putting $19 million of investor money, including elderly clients' retirement savings, in unsuitable, illiquid investments and secretly pocketing...

Fidelity backs away from being 'point in time' fiduciary for 401(k) plans

July 18, 2018

Fidelity Investments will no longer serve as a fiduciary when it helps employers select investments for their 401(k) plans, moving away from a policy the firm adopted last year in response to the Department of Labor's fiduciary rule. Fidelity,...

An advisor's guide to engaging the modern family

July 17, 2018

The following is an excerpt from the new white paper from Cadaret, Grant & Co., Inc. and the InvestmentNews Content Strategy Studio, “An Advisor's Guide to Engaging the Modern Family". The following scenario is all too common: An advisor works...

Social Security scam alert

July 17, 2018

Here's the latest identity theft scam to warn your clients about: suspicious phone calls that claim to be from the Social Security Administration. Don't fall for it, warned Gale Stallworth Stone, acting inspector general of the SSA. In one case,...

Fidelity adds more financial planning to its 401(k) managed accounts

July 17, 2018

Fidelity Investments, the largest record keeper of defined-contribution plans, has upgraded its managed account service to encompass more holistic financial planning and advice for 401(k) investors. Observers say the move signals a trend that's...

Beware 401(k) robo-fiduciaries – especially the human ones

July 17, 2018

This article has been updated to reflect the correct name of the Mercer product mentioned in the second paragraph. There's a lot of talk about robo-advisers, many of which would be troubling to traditional 401(k) plan advisers if they had a...

Retirement savings proposals introduced in Senate, under discussion in the House

July 17, 2018

A bipartisan group of senators introduced a package of retirement savings bills Tuesday that includes making it easier for small employers to join pooled employer plans and giving employers incentives to use automatic enrollment and automatic...

Small businesses face a big retirement challenge

July 17, 2018

Here is an amazing statistic: Small businesses account for 99.7% of all U.S. firms and employ more than half of all American workers, according to the Small Business Administration. Collectively, small businesses drive the economy, but many...

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