DOL official says plan sponsors have duty to monitor investment menu, even self-directed accounts
With taxes on the wealthy expected to rise dramatically, a small but increasing number of Americans are renouncing their U.S. citizenship. Is this smart planning or plain crazy? Advisers weigh in.
Advisers warn that plan sponsors could stop offering self-directed accounts over concerns that they will have more fiduciary responsibility for investments.
Sen. Tom Harkin, D-Iowa, on Friday proposed a way to bolster retirement savings at work, plus a series of improvements to Social Security.
Retirees aren't the only ones who benefit from receiving a defined-benefit pension; the plans help curtail government spending.
Allegedly raked in big commissions by selling policies that greatly exaggerated applicants' net worth; faces 30 years in prison, forfeiture of Escalade
Now that a new federal rule took effect requiring plan providers to disclose certain 401(k) fees, sponsors have until the end of next month to pass the word to participants
Financial advisers who work with 401(k) plan sponsors — as well as those prospecting for new clients in the retirement plan arena — will get a chance to shine this summer when new Labor Department fee disclosure rules kick in July 1.
Some 40% of new flows are going in Guidance Portfolios, a packaged strategy; 'counter-correlated sleeve'
Genworth's chief investment officer Ronald Joelson, who oversees $75 billion in assets, is leaving to join Northwestern Mutual Life Insurance.
Worth the cost? Proposal would exempt from required IRA distributions seniors with less than $75,000 in retirement assets
Says employers need to at least triple standard salary set-aside for workers
Convincing a client to delay taking Social Security may be a hard sell. But a little math shows why it's very good advice. IN's retirement expert, <b>Mary Beth Franklin</b>, runs the numbers for you.
With plan fiduciaries looking at costs more closely, passively managed funds likely to be attractive
Buyer began receiving benefits at 46 — and has been filing claims for 15 years; 'not the lottery'
