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How gamification can help get clients to plan for retirement
People are more apt to change their behaviors when they are engaged in fun, achievement-oriented tasks with established rewards.
No excuse for small companies’ lousy 401(k)s anymore
A shocking number of plans still charge more than 2% in fees, but technology is changing the game.
Elder care needs will transform advice industry
Demand will shift from retirement income to housing and care issues.
Split with White House widens as Democratic lawmakers ask DOL to extend comment deadline on fiduciary rule
House and Senate Dems sent separate letters this week to Labor Secretary Thomas Perez asking him to add 45 days to the 75-day comment period.
Employees losing a whopping $24B in retirement savings
The typical worker forfeits $1,336 a year in lost 401(k) employer matches. Are you one of them?
Rich kids of Instagram: Is an inheritance a blessing or a curse?
How do you instill values in your children so that even the most privileged work for the benefit of their families and others?
Secrets to surviving a rising rate environment
Adding a mix of nontraditional investments to fixed-income holdings can help.
Four retirement mistakes investors are making now
Once, these moves might have been seen as wise. But the environment has changed.
Online financial advisers edge into retirement market
For now, the service provided is advice, rather than management.
Betterment gets a finger-hold in retirement advice market
It will be tough, however, to compete with 401(k) behemoth Financial Engines.
Entice employees to save for retirement with a creative campaign
Advisers must go further than automatic features if they'd like to get employees interested in saving at work.
Financial industry asks DOL for more time on fiduciary rule
Groups say they need an extra 45 days above the 75-day comment period to respond.
Expect tumult for broker-dealers if DOL fiduciary plan goes through
Retirement plan experts predict a major shake-up in the way broker-dealers do business with small retirement plans and IRAs — all thanks to a prohibited transaction exemption in the Labor Department's new fiduciary duty proposal.
These individuals are more likely to lapse on long-term-care insurance
If circumstances are such that an investor can no longer afford premium payments, the last thing they should do is do away with the contract, according to one expert.
Big change coming soon for high-income Medicare beneficiaries
Buried in the new “Doc Fix” law are provisions that will adversely affect some folks on Medicare.
401(k) savings rates of 3% not doing the job
Level used in a government example has become the norm as some companies move to 4, 5 or 6% while retirement experts say 15% is really what's needed.
The do’s and don’ts of retirement planning
Rule No. 1: Stop being an asset manager and become a plan manager.
401(k) savings rates of 3% not doing the job for workers
Level used in a government example has become the norm as some companies move to 4, 5 or 6% while retirement experts say 15% is really what's needed.
Dying penniless: It’s not just the poor
Nearly a quarter of retirees 85 and older are dying with assets of less than $10,000
COBRA considerations when Medicare-eligible
Clients may not realize the need to combine them
