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The alphabet soup of Medicare enrollment periods
It's essential to be familiar with the many varieties of Medicare enrollment periods so your clients can make the best choices.
Genworth debuts new annuity for long-term-care coverage
The largest LTC insurer is offering a medically underwritten single premium immediate annuity as an alternative for older Americans.
Cognitive impairment, lower income drive higher LTC insurance lapses: Study
Advisers should take these factors into account when incorporating long-term-care insurance into a client's financial plan.
Now is the time for an annual Medicare check-up
This is the time of year when everyone on Medicare can reevaluate features of their contracts to see if they're getting the best coverage at the best price.
Cetera, plan sponsor sued for excessive fees in $25 million 401(k)
In an unusual move, an indie B-D has been named a co-defendant in a suit that could be a sign of more legal fights for small plans.
What grade does your state’s college savings plan get?
Age-based 529 plans for this year's freshmen don't always get high marks.
Betterment partners with Uber for retirement savings, in bid to tap ‘gig economy’
Robo-adviser to provide Uber drivers with free investment services in IRAs for a year. Why advisers should pay attention to Uber's fight with yellow cabs.
Advisers should help millennials understand hazards of tapping 401(k) savings
Even the lesser evil of taking loans from retirement accounts requires close attention, and often should be a financial solution of last resort.
Blaming the 401(k) for lack of retirement savings
Plus: U.S. oil production could derail oil rally, a cash management strategy ahead of October's rule change, and bond ladders still make sense
4 ways you could be getting shortchanged on your 401(k)
A mounting number of lawsuits against retirement plans allege excessive fees and a lack of attention to plan design.
Surprising trials of passing down vacation homes
Advisers can help clients work out sibling issues and transfer homes successfully
Morningstar demystifies 401(k) loans
Plus: DOJ move sends prison stocks to the hole, SEC wants cleaner earnings reports, and proof that faster food can be healthier food
World’s biggest pension fund takes $52 billion hit as stocks sink
Japan's Government Pension Investment Fund loses 3.9%, erasing gains from previous six quarters.
California poised to pass state retirement savings law
Within days, the governor of America's largest state is expected to provide access to nearly 7 million people without a retirement plan through the workplace.
Edward Jones faces proposed class action lawsuit over excessive 401(k) fees
The lawsuit continues a barrage of litigation filed in recent weeks related to fiduciary breaches in retirement plans.
Social Security drops cell phone mandate
Agency apologizes and says it will pursue other security authentication options.
California, fund industry spar over automatic retirement savings plan Secure Choice
The Investment Company Institute blasts the state over its plans to exclude mutual funds from the proposed Secure Choice program.
How millennials can establish good credit scores
These strategies can help young investors build a strong credit histories — even if they eschew owning credit cards.
Some retirement plan record keepers resort to aggressive sales tactics with proprietary products
Some retirement plan record keepers resort to aggressive sales tactics with their proprietary products, offering discounted record-keeping services if proprietary funds are used. (More on plan advice: How to choose a plan-sponsor partner to adapt to DOL fiduciary)
DOL fiduciary rule gets it half right on the municipal bond market
Shrinking the pool of muni sellers does not help investors
