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Fidelity 401(k) lawsuit could up ante for plan advisers
Advisers need to scrutinize any sort of markup on a platform they're recommending, making sure it is reasonable.
Serving as trustee could put you at risk
When things go awry among family members or with the assets held in trust, trustees can get sued
Plan to keep working into your 70s? You’re not alone
More Americans with jobs say they plan on being septuagenarian employees, but working longer has its drawbacks.
How credit access affects your job search
The more access to credit unemployed people have, the choosier they are about the jobs they take. But is that a good thing?
Retirees need 70% of income, but most live on less
Plus, new research also identifies in which states retirees fare best and worst.
Excessive-fee suit targeting $9 million 401(k) plan could be ‘harbinger’ for industry
Lawsuit is perhaps the first example targeting small retirement plans.
Massachusetts investment adviser Gregg Caplitz sentenced to prison for fraud, SEC says
He pitched a fictitious hedge fund to investors and used their money for his personal benefit
To pay income taxes now or later, that is the IRA question
Answers are related to an individual's current and expected future tax circumstances.
Retiree medical expenses could outpace Social Security benefits in 20 years
Your clients could be under saving for their real retirement income needs.
Small-cap stocks gaining momentum while rates stay low
Breakfast with Benjamin Small caps have started to outperform, and it might be connected to the Fed's downward revision on 2016 rate hikes.
Top metro areas for college grads
These areas have the most job openings, available rental units and fellow college grads.
Robo platforms create a new headache for human advisers: wash sales
Most robos boast standard safeguards to prevent wash sales on accounts on the platforms, but can't guard against non-platform trading.
Retirees need 70% of their pre-retirement income but most live on less: Bankrate
Financial planners say that you need 70% of your pre-retirement income when you retire. And if that’s so,…
Longer lifespans lead to multiple goals beyond retirement
Although baby boomers who are in or near retirement may stick to more traditional timetables, younger individuals may chafe at the idea of retiring at 65 to play golf.
Longevity may alter financial planning
Longer lifespans create multiple goals beyond retirement.
Prince’s death sets off estate planning quagmire
A complicated process to value the music icon's estate hinges on future royalties.
Tweaks to final DOL fiduciary rule help ease implementation without sacrificing core principles
Significant changes to the rule address practical impediments, proving DOL good on its word.
Long-term-care insurance market sees rapid decline
A slew of factors, including low interest rates, increasing longevity and insurance company pricing blunders, have led to an industry on the skids. Will hybrid products save the day?
The Fiduciary Journey
The assistant Labor Secretary used her moxie, her might and her friends in high places to raise the standards for providing retirement advice. (More: The fiduciary rule covered from every angle)
Fidelity sued by Delta 401(k) participants over alleged fiduciary breach
Claim alleges Fidelity 'wanted a piece of the action' when Financial Engines was hired to provide plan advice.
