Displaying 7768 results
Participants’ personal debt gains attention
Sponsors see debt as major hurdle curbing retirement readiness.
A global call to modernize retirement systems
Employment and demographic trends are disrupting the 20th century safety net.
Northwestern University beats Jerry Schlichter 403(b) lawsuit
It's the second university to get a complete dismissal, but lawyers say it's too early to tell if this is a harbinger for pending cases.
No good reason not to support auto-enrollment retirement plans
55 million American workers without a workplace plan must have the opportunity to get that coverage and start investing. They aren't doing it on their own.
$14 billion hybrid Sheridan Road staying with LPL, launching own RIA
CEO Daniel Bryant: 'It's a logical next step for us. This has always been our intention, regardless of what IFP is doing.'
Tax reform puts prenups in jeopardy
The elimination of the deduction for alimony payments calls into question existing prenuptial agreements.
In a first, University of Chicago settles 403(b) lawsuit for $6.5 million
Observers say it's difficult to determine if this is a harbinger of the outcome in the roughly 20 outstanding lawsuits.
How 401(k) advisers can increase their fees
Becoming an outsourced chief retirement officer could help combat fee compression.
Supreme Court decision likely to prevent brokers from filing class-action lawsuits
However, it likely won't bar employees from filing 401(k) lawsuits against their employers.
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.
When skewed super-OSJ priorities raise red flags for retirement plan advisers
If a super-OSJ switches broker-dealers, overhauls its business model or ends up being acquired, that could be disruptive for the advisers that work with it.
The gig economy as a backup retirement plan
Some workers embrace side hustles to boost their nest eggs.
Rich are abuzz over tax-cutting dynasty trusts
Tax overhaul's doubling of the estate-tax exemption to $22 million has generated interest in the trusts
The gig economy as a backup retirement plan
Some workers embrace side hustles to boost their nest eggs.
Those in managed accounts, target-date funds get better returns than DIY investors
'Professionals pretty much everywhere will probably outperform amateurs.'
Oregon auto-IRA success shows national program would ‘work well,’ advocate says
Program has amassed nearly $3 million in just a few months.
Mass Mutual to hike some LTC premiums by 77%
Move will affect 54,000 policyholders with older policies.
Team advising on $2 billion leaves Avondale for Janney
Three-adviser group in Franklin, Tenn., serves retirement plans.
Philips North America reaches $17 million settlement in 401(k) lawsuit
Excessive fees, as well as the retention of a low-yielding money market fund, were at the heart of the lawsuit.
Almost half of near-retirees fail basic Social Security quiz
More than half of those surveyed have not yet created an online Social Security account
