Displaying 7764 results
Beware: Medicare surcharges can change throughout year based on latest tax return
This 'dispatch from the retirement front' explains that updated tax records can make higher Medicare premiums retroactive.
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
Why 401(k) advisers should be aware of contractual language limitations
A contract may not protect advisers to the extent they believe.
Why raising fee awareness matters for 401(k) advisers
Shockingly few retirement plan participants know much about investment fees or even read fee disclosures.
Beware: Medicare surcharges can change throughout year based on latest tax return
This 'dispatch from the retirement front' explains that updated tax records can make higher Medicare premiums retroactive.
New Year’s resolutions for 401(k) advisers
The retirement crisis requires big and bold solutions from plan providers, advisers and sponsors.
Why aren’t clients using QCDs? Help them!
They're now more valuable than ever.
In rare move, investment adviser named as defendant in NYU retirement plan case
It's one in a growing list of instances where plan advisers are being named co-defendants alongside their clients.
Amid seller’s market for RIAs, firms must prep for potential sale
Valuations of RIAs will continue to entail more art than science.
Tax reform: 7 essential strategies for financial advisers
While advisers face the difficult task of analyzing the law's impact, they will also have a significant opportunity to prove their value by implementing money-saving strategies for clients as well as their own businesses.
IRS releases new withholding tables
GOP promises workers will see increases in their paychecks starting in February.
Qualified Plan Advisors acquires $4 billion retirement shop
Retirement market is increasingly consolidating, among advisory firms and record keepers.
Social Security rules for new retirees
Clients can claim benefits even if earnings exceed annual limit.
Growth of HSAs opens new market for financial advisers
Health savings accounts are an investment planning opportunity, given most of their $45 billion sits in cash.
January surprise of vanishing Social Security COLA
Blame smaller-than-expected benefits on higher Medicare premiums.
Tax law’s pass-through provision could harm 401(k) plans
Law creates a differential in tax rates that may lead business owners to shy away from sponsoring a retirement plan, or water down existing benefits.
AARP, state regulators launch find-an-adviser tool
Site recommends questions investors should ask before hiring a financial adviser.
States already seeking workarounds to Republican tax changes
New York Gov. Cuomo promises to sue federal government, make changes in state tax code.
Wall Street aims to protect 401(k)s from hacking nightmare
A system for backing up bank accounts is expanding to include other nest eggs.
NextCapital gets $30 million more in funding for its digital advice platforms
John Hancock, Transamerica, State Street and Russell Investments have deals with the software provider.
