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Trump executive order may prevent guidance on employee benefits issues
An order aimed at reducing regulation and controlling regulatory costs could sow confusion over issues such as executive compensation and the fate of planned rules affecting employer retirement plans.
Investors mix target-date funds and other investments to pursue specific strategies
Defined contribution plan participants who mix strategies “seem to be conducting reasonable investment practices,” according to new research from Vanguard.
Two ways to boost Social Security benefits
Working longer and postponing benefits can increase future payments.
3 ways to protect your 401(k) if Trump nixes the fiduciary rule
By asking these questions, investors can avoid financial advisers who don't put their interests first.
Estate-tax flux could boost grantor trusts
With the federal estate tax in flux, advisers may want to consider planning strategies that afford some measure…
Most advisers think the industry will continue down a fiduciary path despite rule delay
President Trump's decision to halt the DOL fiduciary rule drew mixed reactions from industry professionals.
Getting married in America is more expensive than ever
Couples spend an average of $78,464 to get married in the most expensive wedding location — and the honeymoon isn't included.
Clean shares could revolutionize the fund industry
Divorce distribution and management fees
Trump is acting on everything except your retirement
Social Security simply doesn't provide enough income for people without defined benefit pensions and 401(k)s who can't afford to save, or to save more.
Aon Hewitt sued for 401(k) ‘kickback’ scheme with Financial Engines
The record keeper joins three others — Fidelity, Voya and Xerox — in being sued over its relationship with the advice provider.
Many wealthy Americans haven’t planned for the transfer of their assets
Adviser's approach can overcome client worries, such as that children won't have an incentive to work if they know how much they will inherit.
How retirement plan advisers can help clients with compliance
Advisers who don't assist with compliance are at risk of losing clients.
When claiming Social Security early makes sense
This strategy is not going away with the rule changes authorized by the Bipartisan Budget Act of 2015.
Some 401(k) advisers seize on Trump tax reform to push Roth
Advisers said the prospect of lower income tax rates poses an opportunity to recommend employers add a 401(k) Roth feature, and discuss the benefits of Roth deferrals and conversions with employees.
How to find the cheapest tax prep software that’s right for you
Caution to consumers: Free doesn't always mean free.
JPMorgan sued for self-dealing in its 401(k) plan
Plan participant claims use of expensive proprietary funds cost employees millions in retirement savings.
Student loan borrowers may have accrued billions of dollars in avoidable interest charges
Government lawsuits accuse one of the nation's largest student loan servicers of taking shortcuts to minimize its costs.
Schwab sued over funds offered in its own 401(k) plan
Plaintiff argues company “imprudently and disloyally larded the plan with unnecessary, expensive and poorly performing investment products and services.”
10 important client considerations with 401(k) rollovers
Advisers need to make sure they understand where clients are coming from and how this decision will impact their retirement security.
401(k) plans make big fund changes following new money market rules
A significant portion of employers switched to a stable value or government money market fund in response to SEC reforms.
