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DOL fiduciary rule: Challenges for RIAs under the BICE
Recommendations to roll over retirement-plan assets, to transfer IRAs and advice generating additional payments like 12b-1 fees are trouble areas for RIA firms.
How parenthood really affects your ability to save for retirement
The financial effects of having children can last for the rest of your life, according to a new study.
General Electric 401(k) participants sue over poor-performing GE Asset Management funds
Plaintiffs allege GE breached fiduciary duties by selecting proprietary funds.
Seniors get hopping to meet reverse-mortgage deadline
Demand for mandatory pre-loan counseling outstrips supply as Oct. 2 looms.
Private equity firms see hidden value in 401(k) record keeping
There appears to be money for "pure" record keepers that don't use asset management fees as a crutch.
Tax reform anomaly could diminish some companies’ need for 401(k) plan
A dichotomy in the tax treatment of retirement deferrals and business income could discourage creation, maintenance of plans by some pass-through entities.
Seniors scramble to beat reverse mortgage deadline
Demand for mandatory pre-loan counseling outstrips supply.
Judge dismisses lawsuit by Wells Fargo 401(k) participants
Plaintiffs failed to show the 401(k) plan executives breached their fiduciary duties, according to the judge.
401(k) lawsuit attacks excessive advisory fees paid to UBS
Litigation regarding retirement plan adviser fees is rare, but some believe it will become more prevalent.
Dividing retirement assets when divorcing abroad
Wealth spread across borders is subject to special rules — and special strategies to deal with them.
Jerry Schlichter’s fee lawsuits have left an indelible mark on the 401(k) industry
After a decade of litigation, fees are lower and retirement plans are more transparent. But have the lawsuits gone too far?
More retirees seek professional advice on Social Security
Future retirees also appear more willing to wait to claim larger benefits than previous waves of retirees, according to a new study.
University of Pennsylvania wins retirement plan suit
Ivy League school is first elite university to win complete dismissal of such a lawsuit.
How tax reform could squeeze the middle class
You could end up paying thousands of dollars more after tax reform than you do now.
Demand for Social Security advice growing
Majority of future retirees threaten to switch from advisers who don't offer guidance.
How plan advisers can ease stress about retirement readiness
Smart plan advisers use an active, personalized approach to engage employees.
American workers vs. investors: Who pays more taxes?
Politicians have intentionally set tax rates on wages much higher than those on long-term investment returns.
Social Security COLA could get wiped out by Medicare costs
But higher-income retirees' health insurance costs might remain the same.
Are you really on track for retirement? Try this tool
New software uses big data to estimate the chances that your personalized retirement strategy will actually succeed, then refines the plan if it won't.
Retirement benefits for military families
Help spread the word to clients and friends who might benefit from one of these retirement provisions.
