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Behind the scenes on the world’s biggest cruise
Code words, subliminal messaging and extra ketchup for Americans.
The verdict is in on standing desks
You burn more calories standing than sitting — but not that many.
Edelman launches initiative to get D.C. to focus on retirement security
The investment adviser has joined forces with a Washington think tank, but their effort must overcome partisan gridlock.
401(k) advisers vs. institutional consultants: On a collision course?
The landscape is messy, but evidence points more to the two worlds ultimately partnering.
Timing is crucial for Social Security and Medicare
Picking the wrong date could cost you benefits or trigger penalties.
Mutual of Omaha sued over 401(k) plan fees, investment options
Lawsuit alleges self-dealing in the insurer's use of funds from a wholly owned subsidiary, United of Omaha.
Capital Group, sponsor of American Funds, wins 401(k) lawsuit
Decision comes as financial services companies, especially those focused on active management, have been sued for self-dealing.
Empower unveils free 401(k) diagnostic tool
Providers keep trying to up the game by offering additional services for retirement plan advisers.
Empower Retirement finds reason to give clients projected vision of future
New research shows participants prepare better for retirement if they're told how their savings will translate into monthy income.
How new leadership at DOL could address retirement rules
The incoming head of the Employee Benefits Security Administration may pursue new regulations around 401(k) issues such as annuities.
Fidelity pushes Vanguard to compete on brand in 401(k) plans
With Fidelity imposing an additional fee, Vanguard likely will look less attractive compared with comparably priced index-fund providers, advisers said.
New tool helps advisers estimate health care costs
Data analysis can illustrate how healthy behavior increases longevity and reduces retirement expenses.
Retirement risks keep rising
Increasing longevity is a key factor explaining why a growing portion of Americans aren't ready for retirement.
How 401(k) deductions were saved in budget drama
Diverse efforts and a tweet from Trump came together for rescue
Social Security payments to continue during government shutdown
Limited services available in field offices during funding lapse.
Fidelity charging new fee on Vanguard assets held in 401(k) plans
The 0.05% fee is ostensibly a response to Vanguard's distribution model, but may also make the company's funds less attractive due to higher cost.
Financial advisers should avoid error by omission and consider reverse mortgages
The vast majority of financial services professionals still fail to incorporate home equity planning or reverse mortgages into their practices
Are you walking into a TDF trap?
Outdated assumptions about younger investors risk harming their returns.
Lawsuits push 401(k) plan sponsors to cut fees
About 83% of plan sponsors reviewed their fees, and of those, 40% reduced overall fees, according to a new study.
How advisers can manage IRA rollover risk under the DOL fiduciary rule
Analyzing rollovers could involve some challenging steps, like gathering information about investments, services and expenses in the retirement plan.
