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Advisers should heed fiduciary principles in ongoing Tibble 401(k) suit
Developments in the excessive-fee lawsuit highlight the duty to monitor investments and the duty of a prudent trustee to be cost-conscious.
Why the Senate should overturn state retirement rules
A state-level mandatory retirement plan will not solve the problem of Americans not saving.
More 401(k) advisers face litigation risk in June under DOL fiduciary rule
Certain provisions of the rule will kick in putting those affected advisers more squarely in the line of fire of the litigation enforcement mechanism of ERISA.
Retirement plan advisers should bone up on lifetime income
Expect rapid product innovation and growing demand in this area, along with considerable business opportunity
BlackRock sued for alleged self-dealing in its 401(k) plan
The plaintiff takes issue with a so-called "layering scheme" in BlackRock's fund structure, whereby a fund's underlying proprietary investments charge additional fees that "cannibalize" returns for employees.
Social Security update for same-sex couples
Claiming rules have evolved since 2015 Supreme Court decision.
How you can reduce what you spend on tax preparation this year
Credit Karma tries to break into the business with a $0 product.
Here’s where millennials lag behind their baby boomer parents
Millennials are less likely to be married, living with children or own a home than their parents were at their age.
3(38) vs. 3(21) investment fiduciary services: the pros and cons for 401(k) advisers
As lawsuits targeting 401(k) plan sponsors have proliferated and buzz around the Department of Labor’s fiduciary rule…
Judge in Putnam 401(k) suit deals potential setback to plaintiffs using Vanguard as fee benchmark
The lawsuit is the first among similar cases to proceed to hearings on summary judgment, and may be telling as to how future judges rule.
How criminals trick people out of their life savings
A fraud investigator shares tales from the dark side of human nature.
Senate, House introduce bills mandating lifetime income disclosures for 401(k) plans
The bills are similar to ones introduced in the previous Congress, but failed to pass commitee.
‘Retirement Rip-Off Counter’ underscores impact of Department of Labor’s fiduciary rule delay
A counter adding up the $46 million retirement savers are losing daily from a delay of the Department…
How to spot fake answers from Social Security Administration reps
Use these cheat sheets about rule changes to help clients claim benefits.
Advisers must protect elderly from financial fraud
The financial abuse of older people is on the rise.
Reverse mortgages have an image problem
Older people generally overlook or are unwilling to consider home equity as a retirement asset.
Fidelity follows Empower in launching TDF-managed account hybrid
It's likely other record keepers will introduce similar services, which mark an evolution among default investing in 401(k) plans.
MassMutual to level 401(k) fees for its brokers
The business changes eliminate variability in 401(k) fees and reduce the appearance of any conflicts of interest.
Senate votes to kill city auto-IRA rules
The Obama-era regulations will likely be scrapped by President Trump, whose administration has already taken a stance against them.
New IRS rules allow a risky, ‘silent’ protest of the Affordable Care Act
Americans have reasons to think they might get away with not paying what they owe.
