Displaying 7764 results
Warren, Daines bill would help establish a database for orphaned 401(k) accounts
National database would allow workers to check for forgotten 401(k) money after a job change.
Pension risk transfers swelled nearly 70% in 2017
Employers have increasingly offloaded their pension liabilities to insurance companies as pensions have become costly to keep on the books.
Defined-contribution plans showing returns closer to those of pensions
White paper says gap is closing between DC and DB plans.
Georgetown sued for allegedly violating fiduciary duties in its 403(b) plans
Plan participants claim 'inefficient and costly' system.
Massachusetts finds MetLife ‘missing’ pensioners, Galvin says
Two months after the insurer provided the names of those owed pension payments, the state has located the majority of them.
Startup offers annuities online on a subscription plan
Blueprint Income's founders aim to save America from retirement insecurity.
How low can 401(k) advisory fees go?
Amid increased regulatory scrutiny and litigation, fees aren't likely to stabilize any time soon.
Popular 403(b) resource launching directory of fiduciary advisers
Registered reps and insurance agents won't be included on the clearinghouse.
Even the strongest retirement plans can be derailed by health care costs
New guide offers ideas for estimating and funding retiree health care.
NYU lawsuit becomes first 403(b) fee case to go to trial
The university was one of about a dozen prominent schools sued by Jerry Schlichter in 2016.
Social Security underpaid 82% of dually entitled widows and widowers
Agency failed to tell survivors that they could switch to a higher retirement benefit later
Hub International acquires RIA with $850 million in retirement plan assets
The aggregator has a new focus on the 401(k) market.
DOL fiduciary rule continues to take toll on annuity sales
Uncertainty over the Labor Department rule, in addition to a potential SEC fiduciary regulation and others from the states, was a primary contributor to the industry's slide.
Future retirees more vulnerable to income shocks
The increased use of annuities and reverse mortgage could improve outcomes.
Active TDF managers push to compete on fees
Fees are one of the most important metrics for advisers and plan sponsors when selecting TDFs.
Growth in Health Savings Accounts may have stalled, says EBRI
Many accounts are unfunded and not receiving contributions, group finds.
Tough tax season for victims of Social Security hack
Crooks stole their benefits, but the victims received 1099s for reportable income.
Social Security underpaid 82% of dually entitled widows and widowers
Agency failed to tell survivors that they could switch to a higher retirement benefit later.
What’s the right number of funds in a 401(k) plan?
There's no hard-and-fast rule, but too many can overwhelm participants and breed bad decisions.
New tax law provides opportunity for tax-rate arbitrage on Roth IRAs
Some clients could profit from the spread between 2017 and 2018 tax rates.
