Displaying 7764 results
New tax law likely to make divorce negotiations more acrimonious
Elimination of the tax break divorcees get for paying alimony gives them less incentive to be generous to their former spouse.
T. Rowe Price expands partnership with Financial Engines
Plan sponsors will get access to Financial Engines' full suite of managed-account services and improved technology integration.
New details into MetLife pension scandal raise questions and alarms
State and federal inquiries promise to drag on for months.
New tax law could increase pension risk transfers
Lower tax rates make it more advantageous to fully fund pension plans, often a prerequisite to conducting a pension risk transfer.
Why defined-contribution plan innovation is so slow
Plan sponsors are risk-averse, so 401(k) advisers should highlight the benefits of new concepts while trying to minimize the risk, work and costs.
4 ways to build a 401(k) for baby boomers
Allowing in-plan Roth conversions and periodic distributions are among the changes plans could make to better serve older employees.
401(k) plan sponsors are increasingly hiring fiduciary advisers
The DOL fiduciary rule and excessive-fee lawsuits are combining to raise the profile of fiduciary retirement plan advisers.
Tough tax season for victims of Social Security hack
Crooks stole their benefits, but the victims received 1099s for reportable income.
Target-date assets continue to climb
TDFs now account for 20.4% of defined-contribution-plan assets, up from 18.4% in year-earlier period, according to Pensions & Investments survey
Alternative funds suddenly look a whole lot better
The market sell-off highlights the virtues of hedging.
Social Security accounts get hacked
Setting up an online account is a first step in preventing fraud, but it's not foolproof.
GE’s long-term-care insurance woes are symptomatic of ailing industry
Traditional LTC insurers continue to be dogged by miscalculations on old policies.
Online Social Security accounts are just the first step in preventing identity theft
Setting up an online account is a first step in preventing fraud, but it's not foolproof.
Retirement savers flee stocks as market slides
Over the past week, 401(k) participants have been trading much more than usual, moving from equities into fixed income and money funds.
DC participants with 401(k)s and HSAs have higher savings rates for 401(k) and overall
Report data contradicts sponsors' fears of HSAs cannibalizing 401(k) savings
Tax bill’s implications for retirement planning
The new law may change the appropriate mix of tax-deferred and Roth contributions for clients.
New tax law offers opportunities for advisers and retirees
But treatment of income from different sources can have unintended consequences.
Financial Engines expands to small 401(k) plans with ADP partnership
The managed account provider has primarily worked with only the largest retirement plans.
Most defined-contribution executives not aware of their fiduciary duties
Recent surveys highlight troubling gaps that reduce operational efficiency and increase risks of ERISA lawsuits.
Timing is crucial for Social Security and Medicare
Picking the wrong date could cost you benefits or trigger penalties.
