Just 23% of women in a recently released survey said that they were confident in their ability to retire with a lifestyle that they considered comfortable.
Some 77% of respondents to an InvestmentNews survey plan to reach out to clients in areas affected by wildfires.
The Oregon College Savings Plan will combine principal protection with upside potential.
The mutual fund trade group asks the state to repeal a new sales tax on investment advice services.
Legislation mandating complete transparency in 401(k) fees is set to be introduced in the Senate this week.
The Labor Department has turned down stable-value funds as a default investment in 401(k) retirement plans.
There just aren't enough planners to go around, according to leaders of the financial planning profession. Speaking this month in New York, Nicholas Nicolette, president of the Denver-based Financial Planning Association, said some firms will need to double or triple in size in the near future.
Participants in 401(k) plans deserve to know exactly how much of their money is paying for their funds and services.
House Education and Labor Committee Chairman George Miller, D-Calif., is expected to remove a controversial requirement from his 401(k) bill that a low-cost index fund be included in all such plans, said an industry official.
SponsorMatch lets employers give defined-contribution plan participants the longevity protection of a DB plan.
The PPA has not increased the security of defined-benefit pension plans, the Pension Benefit Guaranty Corp. said.
Democratic presidential candidate Hillary Clinton today announced a proposal to offer a 401(k)-type plan for all Americans.
Those investing in a single John Hancock lifestyle fund have higher ending balances, according to Hancock.
Financial advisers are resisting using annuities designed for 401(k) plans which are created by insurance firms.
The walls of Neal Simon's office at Highline Wealth Management LLC are lined with the images of people he and his wife photographed during their travels through China, Guatemala, India, Indonesia and Peru.
Too many 401(k) plan participants are not getting the best deals from their plans, said Rep. George Miller, D-Calif.
The 401(k) arena now demands specialized advisers, said Phil Chiricotti, president of the Center for Due Diligence.
It's the “best of times” for advisers willing to embrace changes in the 401(k) space, said an expert in employee benefits law.
Advisers are looking to the DOL for guidelines about how to handle revenue-sharing funds that could be refunded to plan sponsors in 401(k) plans.
As automatic features continue to propel 401(k) plans, advisers need to become retirement specialists to add value to the plan.
