Advisers argue they need to see participant information to do holistic planning and be fiduciaries.
Clients are looking for more when it comes to participant education, communication, investment reporting and investment results.
The central goal shouldn't be education, but rather lasting ways to change unhealthy behaviors
Interest in aggregator firms focused on 401(k) plans has grown, but advisers must weigh what they'd be sacrificing and gaining through such arrangements.
Tons of 401(k) advisers will be prone to litigation come June, and advisers need to know where the pitfalls lie and how best to protect themselves.
By mandating that nongovernment money funds add special fees, redemption restrictions and floating net-asset values, the SEC has given plan advisers a reason to reassess the cash management options in company-sponsored plans.
Houses and retirement? Not so much – personal freedom tops concerns.
In a potential indication of how judges will rule in the other university lawsuits, Emory and Duke will have to defend allegations that using multiple record keepers breaches their fiduciary duty.
Five states have vowed to forge ahead with plans to create retirement programs, but the president's actions may slow development in other states.
On average and adjusting for inflation, retirees are entering their 80s richer than they were in their 60s and 70s.
Only the wealthiest homeowners would benefit from itemizing.
Fidelity, responding to demand for fiduciary services, will be competing with third-party providers such as Financial Engines and Morningstar for distribution.
Even as retirees live longer, healthier lives, they've become more pessimistic about the economy, the stock market, and their own financial situation.
The prudence requirement in being gauged based on the portfolio in aggregate but also on individual investment options.
Starting June 10, verification code required to access personal accounts.
The largest record keeper is being more aggressive than its peers in pushing fiduciary services for retirement plans and participants, observers say.
Employees allege the firm failed to act in their best interests when managing their retirement plans.
Fidelity Investments says auto enrollment and auto escalation are pumping up retirement savings.
"Auto-escalation" helped the average balance in a Fidelity account reach $95,500.
In the latest dispatch from the retirement front, Mary Beth Franklin mulls health insurance and estate planning choices.
