Displaying 7764 results
Can financial advisers save clients from the financial ravages of opioid addiction?
About 36% of advisers have worked with clients who were addicted or had family members addicted to opioids, according to a recent InvestmentNews survey.
DOL releases new fiduciary rule FAQs focused on 401(k) plans
Answers touch on how retirement plan advisers should treat certain disclosures about their status as well as recommendations for increasing plan participation and contributions.
401(k) savings continue to hit record highs
Impressive performance reflects resilient stock market and increased employee and employer contributions to retirement accounts.
A refresher course on Social Security claiming rules
New "deeming" rules can trip up claiming strategies.
How to reduce risk when doing 401(k) plan re-enrollments
Advisers should review the plan document and make sure they give participants the right to opt out of the re-enrollment.
J. Mark Iwry, architect of myRA, discusses its demise
A former senior adviser to the Treasury finds resistance to the program 'baffling.'
A refresher course on Social Security claiming rules
New "deeming" rules can trip up claiming strategies.
$6 billion hybrid RIA group leaves LPL for Cetera
The three-adviser group, from Alliant Retirement Consulting, specializes in retirement plans.
Today’s retirees are better off than previously thought
Millions of older Americans benefit from traditional retirement plans, new research finds.
The upside-down 401(k) world is about to change
Parts of the 401(k) plan that are currently customized will become mass-produced, and vice versa.
Number of experienced defined-contribution plan advisers to grow with DOL fiduciary rule
The most specialized retirement plan advisers control nearly 70% of adviser-held DC assets.
Government to wind down Obama-era retirement savings program
The myRA program was available to workers with no employer-sponsored retirement plan, such as a 401(k), and with little money to invest.
Americans’ savings rate sinks to lowest level in 9 years
Chances are, you aren't saving the way you used to.
Treasury Department to wind down Obama-era myRA retirement program
The program, which was aimed at workers with no employer-sponsored retirement plan and little money to invest, suffered from low demand and high costs
U.S. plummets on global ranking for retirement security
Norway, Switzerland and Iceland hold on to the top three slots.
Most women flunk retirement income literacy quiz
Only 18% of retirement age women can pass a basic quiz about how to make a nest egg last in retirement.
Advisers: What about your retirement?
Formulating a holistic plan is a good approach for clients, and you as well.
On Social Security, financial advisers tell clients to not count on much
Beyond debating its solvency, advisers embrace the reality of a broken system.
Most women flunk retirement income literacy quiz
Many female clients want advisers to educate them about investing and longevity risks.
Retirement plan participation higher than previously thought: ICI
But there's still plenty of room for improvement.
