Displaying 7768 results
Medicare trust fund will be exhausted in 2026, three years earlier than expected
New depletion date is blamed on lower payroll taxes, less revenue from taxing Social Security benefits and higher-than-expected spending.
Allianz and Vestwell partner on 401(k) distribution
The life insurer is promoting Vestwell's automated services to retirement-plan advisers at independent broker-dealers.
Unlocking Social Security’s Future: 2034 Outlook
Although the trust fund depletion date remains unchanged, 2034 is when surplus funds will run out if Congress doesn't act.
Taxpayer lobbying group sues to kill California automatic retirement savings plan
Suit argues that the California Secure Choice program is preempted by ERISA.
Invesco sued for ‘indiscriminately’ loading 401(k) plan with in-house funds
At least 93% of the funds in the Invesco 401(k) plan are proprietary investments, according to the plaintiffs.
2019 Social Security cost-of-living adjustment could top 3 percent
Unofficial estimate would be largest increase since 2012, but retiree costs are growing even faster.
Retirement plan advisers must weigh aggregator options
Consolidators offer many different models and procedures.
Retirement plan adviser sales mostly for small players
Purchases largely involve books of plan business from non-specialists.
Retirement plan advice industry in new growth phase
Ideas for meeting challenges of consolidation and data sharing.
FAANGS and other forces that could disrupt business for retirement plan advisers
Potential scenarios the retirement-plan community could soon find itself facing.
More retirement plan participant data, please
Advisers seek detailed client info to compete more effectively.
Factors that determine a retirement plan adviser’s value
Why it's so hard to determine what a retirement plan business is worth?
Retirement adviser aggregators want teams, not individuals
Tips to help small advisers looking to sell or join a specialist.
Consolidation of the defined-contribution market
Know your partnership options for growth.
Why changes to the kiddie tax are a ‘big deal’
The law uses the tax rates applying to trusts and estates, rather than parents' income, to determine the tax on children's investment income.
Advisers can learn a lesson from Costco
Investors fare better when they're presented with a few curated, low-cost options.
Blackstone woos wealthy with tax-free hedge fund
Tax-free status reflects fact that investments are held in an insurance vehicle.
Legg Mason hopes to reverse TDF fortunes with MassMutual deal
The firm tried launching two different target-date series within the past decade, both of which closed after failing to gain much traction.
Death and taxes: A conversation we must have
It's time for advisers to make uncomfortable topics mainstream.
Retirement plan sponsors tread lightly with capital preservation
No matter which option they choose, they risk getting hit with lawsuits.
