If the timing is right, there’s a compelling case for converting a traditional IRA to a Roth IRA, even though Roth conversions are a tough sell.
Starting in 2009, new rules will change the landscape of the 403(b) industry, making the plans look more like 401(k)s and increasing their attractiveness to savvy advisers in the process, industry leaders believe.
If advisers haven't heard of extensible business reporting language, or XBRL, they soon will.
The group comprises 18 record keepers and investment providers that serve the market for the defined contribution plans sponsored by school systems and hospitals.
The Securities and Exchange Commission must carefully monitor its temporary proposed principal-trade rule, which took effect Sept. 30.
Online delivery of software tools and data to advisers will be the major focus of 2008 technology innovations, industry experts say.
Dave Liebrock will be an adviser at Captrust, working mostly with plan sponsors in the mid-market 401(k) space.
Schwab Institutional will seek to acquire or partner with more technology vendors, a strategy that follows a doubling in the company's tech budget in 2007.
The first day of trading in the new year should have served as a warning to investors that 2008 will likely be a tough year for the economy and for investors.
About 21 million taxpayers will be spared the AMT for 2007 after the House approved an "AMT patch."
Defined contribution plan administrators may be fined $1,000 a day if they fail to disclose documents to participants.
We have a few items we would like to request from Santa Claus for Christmas — not this Christmas, mind you — we would be happy to receive them by Christmas 2008.
Schwab Performance Technologies said last Thursday that it has entered into an agreement to acquire Etelligent Consulting Inc., a registered investment advisory technology consulting firm.
Experts cite CRM, document management, web portals, integrated adviser platforms and RSS as areas of expected growth.
The House approved legislation that would shield millions from the AMT by raising taxes on hedge fund managers.
“This bill will shed light on the 401(k) selection process and give Americans more control over their retirement future,” Sen. Tom Harkin said.
