Given the current interest-rate environment and other factors, advisers disagree about whether the number is too conservative or not conservative enough.
Some asset managers traditionally focused on selling through advisers are bypassing them to go directly to 401(k) plan sponsors.
Employers say even a small increase in current tax credit would encourage adoption.
Government report reveals grim outlook for Social Security compounded by trends in income inequality and health care.
Little has been said about prudent recommendations to transfer an IRA from another firm to the adviser's firm.
The customization that makes them a good investment option presents a benchmarking challenge.
Eligibility rules are more lenient for the survivors of young workers because of their brief careers.
Research finds a woman and a man can have significantly different views of the same marriage.
The share of older people in the workforce is higher than at any point since before the creation of Medicare.
A recent district court decision has implications for how retirement plan sponsors should monitor their adviser.
Depletion of Disability (DI) trust fund pushed back five years due to a temporary increase of its share of the payroll tax.
Broker-dealer hasn't yet determined whether the platform will be mandatory when it launches next year, given the fluid regulatory environment.
Though the House version would repeal the 3.8 percent tax on net investment income and 0.9 percent Medicare surtax, the Senate is trying to win over moderate holdouts.
The settlement, if approved, would be among the largest in cases alleging enrichment due to use of proprietary investments.
The plaintiff claims the plans were "loaded" with proprietary mutual funds, and 98% of the investable assets were held in company-affiliated investments.
Eligibility rules are more lenient for the survivors of young workers because of their brief careers.
Advisers preparing new financial plans are flying blind when it comes to clients' health-care needs.
Employers can avoid headaches by not exercising control over the health savings account process.
Benefits of one — or both — could be reduced due to excess earnings.
Growth has lagged outside of the nation's largest cities in New York, California and Florida.
