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Barclays adds annuity feature to 401(k)s
SponsorMatch lets employers give defined-contribution plan participants the longevity protection of a DB plan.
No help for plans from PPA, says study
The PPA has not increased the security of defined-benefit pension plans, the Pension Benefit Guaranty Corp. said.
Clinton proposes 401(k)-type savings plan
Democratic presidential candidate Hillary Clinton today announced a proposal to offer a 401(k)-type plan for all Americans.
‘Lifestyle portfolios’ pay off in 401(k)s
Those investing in a single John Hancock lifestyle fund have higher ending balances, according to Hancock.
Annuities for 401(k)s meeting resistance
Financial advisers are resisting using annuities designed for 401(k) plans which are created by insurance firms.
Personalized service the norm at Highline Wealth Management
The walls of Neal Simon's office at Highline Wealth Management LLC are lined with the images of people he and his wife photographed during their travels through China, Guatemala, India, Indonesia and Peru.
Miller pushes for 401(k) fee disclosure
Too many 401(k) plan participants are not getting the best deals from their plans, said Rep. George Miller, D-Calif.
401(k) ‘generalists’ must become experts
The 401(k) arena now demands specialized advisers, said Phil Chiricotti, president of the Center for Due Diligence.
Evolve with 401(k)s, says expert
It's the “best of times” for advisers willing to embrace changes in the 401(k) space, said an expert in employee benefits law.
Guidance sought on revenue-sharing funds
Advisers are looking to the DOL for guidelines about how to handle revenue-sharing funds that could be refunded to plan sponsors in 401(k) plans.
Advisers need to be 401(k) experts
As automatic features continue to propel 401(k) plans, advisers need to become retirement specialists to add value to the plan.
Advisers ponder full disclosure in 401(k)s
Advisers are said to be baffled about how much information should be passed on to participants in 401(k) plans.
Maximizing rollover opportunities
The United States has one of the most mobile work forces in the world.
Altered 401(k) landscape seen for advisers
More wirehouses and B-Ds realize they need to allow advisers to take on fiduciary services.
401(k) fee disclosure garners attention from Congress
New legislation is being written as congressional interest in 401(k) fee disclosure rules heats up in advance of a round of hearings set for this week.
Plan sponsors warm to automatic features as rule changes await
Automatic features are gaining momentum in the 401(k) arena, according to financial advisers.
Planners hail Bernanke for rate cut
Financial planners applauded last week’s dramatic one-half-percentage-point cut in the federal funds rate by the Federal Reserve Board, saying the move provides an opportunity to calm nervous investors and help clear up their debt problems.
TD secrecy on tech breach irks advisers
Financial advisers are questioning the decision of TD Ameritrade Holding Corp. to keep them in the dark after hackers gained access to their clients’ Social Security numbers, account numbers, phone numbers and e-mail addresses.
401(k)’s a boon to low-income workers
Automatic escalation will increase 401(k) accumulations by up to 28% in the lowest income group, says a study.
Slow and steady for boomer advisers
Financial advisers shouldn’t focus on the big picture of 78 million baby boomers charging toward retirement, but as a gradual evolution, said Oppenheimer Funds economist Brian Levitt.
