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SEC rule proposal doesn't include 401(k) sponsors in 'best interest' advice

June 13, 2018

The Securities and Exchange Commission is trying to bridge the gap in investment advice standards for brokers and financial advisers, but the rift remains wide in one particular area: advice to 401(k) plan sponsors. The SEC proposed Regulation...

SEC best-interest proposal doesn't affect 401(k) brokers

June 12, 2018

When it comes to big news, it doesn't get much bigger than the last few months. First, the 5th Circuit Court of Appeals threw out the Department of Labor fiduciary rule; then a month later, the Securities and Exchange Commission issued its best-interest...

LPL in talks to sell 401(k) rollover platform to Global Retirement Partners

June 12, 2018

LPL Financial is in talks to sell Worksite Financial Solutions, a platform that helps advisers service 401(k) rollovers, to Global Retirement Partners, the largest retirement-focused advisory firm in LPL's network. LPL, the largest independent...

Should 401(k) advisers limit their roster of record keepers?

June 11, 2018

All retirement plan advisers face an important and lingering question: How many record keepers should I work with? There are clear advantages to having a short roster of "preferred" or "approved" record-keeper partners, such as ease, efficiency...

How advisers can navigate ESG investing in 401(k) plans

June 11, 2018

Despite three attempts in the last four years by the Department of Labor to clarify if, when and how environmental, social and governance (ESG) factors can be used in the investment due-diligence process for retirement plans, advisers are still...

Why saying goodbye to your clients and business is hard

June 8, 2018

Boomers, do you look your age? If so, clients have likely been wondering how long you will be around to help them with their financial future — and they have probably been wondering this for longer than you think! In fact, clients often feel...

Defined-contribution plan loan and hardship distribution rules eased

June 8, 2018

401(k)s are for retirement, but some clients who are strapped for cash need access now for any number of reasons. Advisers can help by knowing the latest tax rules. Defined-contribution plans can offer loans and hardship distributions. While...

Rich kids banking on their inheritance for retirement security

June 7, 2018

At first glance, it may look like brazen entitlement: Sixty-three percent of affluent children between the ages of 18 and 22 say financial stability in retirement will depend on inheriting money. As in, the money their parents spent a lifetime...

Why 401(k) advisers should heed TPA consolidation

June 6, 2018

Third-party administrators have been in the spotlight following a string of recent acquisitions, and retirement plan advisers should take note. TPAs, which provide administrative services to defined-contribution plans, have been getting more...

401(k) advisers, is your value proposition even valuable?

June 6, 2018

If you talk to any marketing consultant, one of the top things they bring up is having a value proposition. This is commonly known as your "elevator pitch." Basically, if you're at a cocktail party, how do you describe what you do to people?...

Allianz and Vestwell partner on 401(k) distribution

June 5, 2018

Allianz Life Insurance Co. of North America has forged a sales partnership with Vestwell designed to distribute the 401(k) robo-adviser's services through thousands of independent retirement-plan advisers. Allianz, which offers insurance products...

Medicare trust fund will be exhausted in 2026, three years earlier than expected

June 5, 2018

The main trust fund behind Medicare, the U.S. health-care program for the elderly and disabled, will be exhausted in 2026, three years earlier than was projected a year ago, the government said Tuesday. Medicare's Board of Trustees blamed the...

2034 is a pivotal year for Social Security

June 5, 2018

The combined reserves of the Social Security trust funds are expected to be depleted in 2034, the same time frame projected last year, according to the latest annual report from the Social Security and Medicare Board of Trustees released Tuesday....

Invesco sued for 'indiscriminately' loading 401(k) plan with in-house funds

June 4, 2018

Invesco has been sued for allegedly stacking its 401(k) plan with proprietary investments, joining the ranks of more than 20 asset managers who have had to defend against similar claims of mismanagement by employees seeking to claw back lost...

Taxpayer lobbying group sues to kill California automatic retirement savings plan

June 4, 2018

A taxpayer lobbying organization sued to halt implementation of the California Secure Choice Retirement Savings program, a new state defined contribution plan for private-sector workers that do not have access to a tax-favored retirement plan....

2019 Social Security cost-of-living adjustment could top 3 percent

June 4, 2018

The annual Social Security cost-of-living adjustment for 2019 could top 3% in 2019, which would be the largest increase in seven years, according to a new estimate released by The Senior Citizens League, a nonpartisan advocacy group representing...

FAANGS and other forces that could disrupt business for retirement plan advisers

June 2, 2018

If there is anything that recent history has taught participants in the retirement-plan market, it's that change is coming faster than expected. Regulation and technology are two of the biggest drivers of recent changes, so it's likely they...

Retirement adviser aggregators want teams, not individuals

June 2, 2018

Greater competition and regulatory demands, as well as the need for more spending on technology, are making it increasingly difficult for advisers serving a limited number of retirement plans to continue in that business. Couple those trends...

More retirement plan participant data, please

June 2, 2018

To many advisers serving individual investors, the sizable AUM figures of advisers specializing in defined contribution plans are tantalizing. But although the assets under their management may be substantial, retirement-plan specialists sometimes...

Retirement plan advice industry in new growth phase

June 2, 2018

At the inaugural InvestmentNews Retirement Plan Advice Think Tank in New York on March 28 and 29, much of the discussion was about collaboration — between aggregators and providers, and among themselves. Why now, and what were some of the...

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