Displaying 7785 results
Appeals court says university cannot force ERISA lawsuits into arbitration
Decision involves two lawsuits related to University of Southern California retirement plans.
Systems glitch sends erroneous text messages to some Vanguard customers
Text said a 401(k) loan was being processed, but no accounts were actually affected.
Working longer is best way to boost retirement income
For older workers, staying on the job is a more effective strategy than increasing savings.
Judge dismisses suit against AT&T plan
Plaintiffs given until July 30 to file amended complaint against executives of the $38.6 billion plan.
New focus on workers who don’t take a full match
Persistent percentage of defined contribution plan participants contribute below the employer match threshhold.
Judge dismisses amended complaint in Wells Fargo stock-drop case
Suit involved decline in price of company stock held in the 401(k) plan after regulators fined Wells.
Intriguing snapshot of HSA users
Workers who use tax-advantaged health savings accounts are younger, richer and more educated.
Fidelity, Empower to keep fiduciary services for 401(k) plan participants
The decisions mean the continuation of many services put in place due to the DOL fiduciary rule.
How advisers can ride the ‘wave of opportunity’ of aging clients
People are healthier and living longer than ever, and MIT AgeLab's Joe Coughlin says advisers are primed to take advantage.
401(k) advisory firms with custom TDFs offer pain, solace to asset managers
The funds offer direct competition but also a way for small or actively managed players to get a piece of the pie.
Checking one off the bucket list
Columnist tests a long-held dream for her retirement and finds it lacking.
Variety of tax benefits help offset the cost of college
Parents at all income levels can find something that works for them among options that include 529 plans, tax deductions and tax credits.
SEC charges RIA and CEO with putting $19 million of client money into risky investments
Temenos Advisory Inc. and CEO George L. Taylor are also charged with pocketing hefty commissions and 'grossly overbilling' clients
Fidelity backs away from being ‘point in time’ fiduciary for 401(k) plans
Some advisers think this indicates other providers will pivot in light of DOL fiduciary rule's death.
Social Security scam alert
Beware of suspicious calls demanding personal information.
Fidelity adds more financial planning to its 401(k) managed accounts
Observers say that advisers delivering financial wellness programs to 401(k) plans should take note.
Retirement savings proposals introduced in Senate, under discussion in the House
Measures would make it easier for small businesses to join pooled plans and provide companies with incentives to use auto enrollment, escalation
Small businesses face a big retirement challenge
State-backed IRAs offer creative savings solutions for millions of workers.
Beware 401(k) robo-fiduciaries – especially the human ones
Less experienced plan advisers armed with powerful tools and outsourced resources are willing to work for half the price of more knowledgeable plan advisers.
An advisor’s guide to engaging the modern family
The following is an excerpt from the new white paper from Cadaret, Grant &…
