Democrats want the Government Accountability Office to examine how brokerage and other financial firms' businesses have changed since the new requirements were vacated last year.
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The new standard is more stringent than the current one, laying out explicit steps that brokers must take when considering a retirement rollover.
Clients may be willing to pay more money for certain services as long as they're positioned correctly.
The move can boost future benefits — but beware of unintended consequences.
The payout ranks among the middle tier of settlements reached by other asset managers in similar lawsuits.
Researchers suggest the funds don't adequately hedge against sequence-of-returns risk in retirement.
Multiple accounts at previous employers diminishes the feasibility of these accounts
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For many retirees, the struggle isn't having enough money, but confidently spending what they've worked so hard to accumulate.
The partnership connects the robo with 3 million customers and $9 billion in Optum's HSAs.
The overall savings rate has hovered around 10% of income for the past decade and a half, despite improvements in plan design.
Two exceptions can ease the sting of offsets that reduce benefits.
Automatic enrollment now standard at 48% of company's plans, up from 20% a decade ago.
The outcome could have big implications for 401(k) disclosures made to employees.
Advisers think the law, which goes into effect July 1, will result in higher costs for investors.
The SEC warns broker-dealers against short-circuiting their analysis of a rollover by quickly concluding an IRA is in the investor's best interest because it has 'more investment options.'
Investment committees are often narrow and uniform, which could have negative consequences for 401(k) plan sponsors.
Shortened life expectancy puts the focus on future survivor benefits.
Just one in five employers solicits HSA rollovers from new hires, which could have negative consequences
