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Older boomers embrace retirement, study finds
Sixty percent of retired boomers said life is better than they had expected.
Pension transfers in vogue as expense grows, and companies shift to 401(k) plans
Employers are increasingly paying insurers to cover their pension liabilities
Finra says BB&T overcharged retirement plans, charities
Firm censured, agrees to provide remediation to clients affected.
Medicare surcharge notices are shocking retirees
Selling a home or securities can push clients into a higher income tier, triggering premium increases.
Avoid year-end RMD errors on retirement plans
Advisers should understand how rules on IRA rollovers and aggregation affect clients.
Two workplace retirement savings bills introduced in House
The legislation would require most employers to offer a defined contribution plan and simplify some retirement savings rules.
Young boomers have some advantages over older counterparts
Better 401(k) plans, low interest rates and extra time to save could help younger cohort reach their retirement goals.
Younger baby boomers face hurdles as they approach retirement
A lack of pensions, higher college costs for children and aging parents are among the challenges that may keep them from enjoying their golden years.
Last chance for retirees to save on drug costs
Medicare Part D open enrollment ends Dec. 7.
Senate tax bill is a hike on retail investors
The FIFO mandate favors investment companies, not real people, and should be removed.
Unions could be ‘next frontier’ for retirement plan litigation
New excessive-fee suit alleges multiemployer plan covering more than 27,000 participants breached its duties under retirement law.
Senate tax bill has something for every Republican to hate
Tax hike provisions and survival of the estate tax are big sources of ire.
Last chance for clients to save on drug costs
Medicare Part D open enrollment ends Dec. 7.
New RIA aggregator enters 401(k) market
Hub International jumped in two months ago, and already has acquired a shop with $2.5 billion in plan assets.
State of the long-term care insurance industry
The future is brighter than the storm clouds of the past
Morningstar: Small-employer retirement plans need legislative fixes
Using 'open MEPs' and auto-IRAs might close the coverage gap and reduce plan costs.
Trump boosts tax plan with Obamacare assist
Legislation would restore Obamacare cost-sharing subsidies, which Trump said last month he would cut off.
401(k) managed account push rife with conflicts of interest
Some providers are paying incentive compensation to representatives to promote their managed accounts to participants.
CIT interest rising among 401(k) sponsors
Use of collective investment trusts by defined contribution plans has been hovering around 20% for three years, but momentum is building.
Do specialized retirement plan advisers even need a broker-dealer?
The reasons for affiliating with a brokerage have changed as compensation has evolved.
