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When your client dies, who gets their airline miles?
Now that a new law provides executors with access to digital assets, estate planning needs to include such assets
Homeowners looking to dodge property tax caps turn to Alaskan trusts
Strategy involves a limited liability company and non-grantor trusts set up in a no-tax state.
Fidelity cuts target-date fund fees
Competition is heating up among asset managers.
DOL fiduciary rule on brink of death as key deadline passes
Justice Department didn't petition the Supreme Court to rehear the case. A mandate from the 5th Circuit would finally lay the fiduciary rule to rest.
Guaranteed retirement income campaign launched
Industry coalition seeks to educate the public and advisers about the value of annuities.
Roth conversions can boost Medicare premiums
But one year of higher health care costs may be worth it to lower RMDs and taxes in the future.
BlackRock, Wells Fargo reportedly preparing ESG funds for 401(k) plans
Both companies are said to be developing target-date funds with this focus.
Labor Department partners with two life insurers on abandoned plans
Will try to determine whether more than 2,000 retirement plans are abandoned.
SEC rule proposal doesn’t include 401(k) sponsors in ‘best interest’ advice
Plan sponsors are left out of the equation because they don't appear to fall within the definition of "retail" investor, legal experts say.
SEC best-interest proposal doesn’t affect 401(k) brokers
The proposed best-interest standard applies only to 'retail customers,' a definition that seems to omit broker recommendations to retirement plans. RIAs, though, are still on the hook.
LPL in talks to sell 401(k) rollover platform to Global Retirement Partners
The sale would keep the platform in the LPL network, and could be used as a way to lure retirement advisers away from Independent Financial Partners.
How advisers can navigate ESG investing in 401(k) plans
Despite shifting tones from presidential administrations, advisers can still safely apply ESG factors in investment decisions.
Should 401(k) advisers limit their roster of record keepers?
Advisers must weigh pros such as ease and efficiency against drawbacks like client risk and less leverage.
Decoding 2034: Social Security’s Crucial Year
Although the trust fund depletion date remains unchanged, 2034 is when surplus funds will run out if Congress doesn't act
Defined-contribution plan loan and hardship distribution rules eased
Advisers need to understand the new rules so they can help clients in need.
Why saying goodbye to your clients and business is hard
Advisers should consider the challenges they may face when retiring, as many find this transition to be harder than they anticipated
Rich kids banking on their inheritance for retirement security
Survey of "mass affluent" Americans reveals that young people view parents' wealth as safety net.
401(k) advisers, is your value proposition even valuable?
Investment expertise is no longer viewed as a coveted service — these days, it's just table stakes.
Why 401(k) advisers should heed TPA consolidation
Shops that do plan administration have been getting snapped up recently, a trend that could disrupt advisers' businesses.
Vanguard: More than half of 401(k) participants invest solely in target-date funds
Annual report also finds voluntary and default savings rates are converging.
