Displaying 7764 results
Allianz agrees to settle 401(k) fee lawsuit for $12 million
Other companies, including TIAA and New York Life, settled self-dealing suits for millions of dollars in 2017.
Roth IRAs hit 20 years old on New Year’s Day
The tax-advantaged retirement vehicle has grown in popularity among advisers and clients, despite obstacles.
Tax bill may change your clients’ health-care costs
Pay attention to new rules for the "individual mandate" requirement and the medical expense deduction floor.
Get expert help filing Social Security disability claims
The backlog for appealing an adverse decision before an administrative law judge averages 605 days.
Affluent Americans inundate accountants for advice
Tax experts scramble to understand full implications of the 500-page law which is anything but simple.
These 401(k) lawsuits show the value of investment policy statements
Abiding a well-crafted IPS can help minimize legal trouble for plan fiduciaries.
Clients need help filing Social Security disability claims
The backlog for appealing an adverse decision before an administrative law judge averages 605 days.
New Social Security rules trip up widow’s adviser
If she suspends her retirement benefits, she can't collect survivor benefits.
4 questions to ask before doing a 401(k) plan re-enrollment
A re-enrollment is a large undertaking, but advisers can easily determine if one is warranted.
Interest in donor-advised funds surges in response to tax changes
You still have time to set up accounts before year-end, but some contribution deadlines have passed.
Longevity is the best reason to invest in LTC
Clients who buy long-term-care insurance in their mid-40s to mid-60s can get favorable rates.
2018 predictions for 401(k) advisers, distributors and record keepers
Here's a rundown of what retirement plan advisers can expect to see next year.
New York, Massachusetts eye MetLife’s unpaid pensions
Up to 30,000 people may not have received payments from insurer.
Getting retirees to spend more money can be a hard sell for advisers
After a lifetime of saving, spending money doesn't come easy to some.
Tax overhaul could help U.S. real estate investors
Owners and developers of commercial real estate stand to gain from a new tax break for pass-through entities.
House bill would allow electronic disclosure of retirement plan information
Bipartisan measure would automatically enroll plan participants in electronic delivery.
Fi360 upgrades adviser fee-benchmarking tool
Retirement plan advisers and firms can use software filters to see how their fees compare to industry peers.
Why private equity wants a piece of the RIA market
Several factors, including consolidation in the independent advice industry and PE's own growing mountain of cash, are fueling the zeal to invest.
Older boomers embrace retirement, study finds
Sixty percent of retired boomers said life is better than they had expected.
Vanguard’s Bogle sees pension pain in low bond returns
Conservative bond portfolio will return only about 3% annually over the next decade, making it hard for pensions to meet their targets.
