House Education and Labor Committee Chairman George Miller, D-Calif., is expected to remove a controversial requirement from his 401(k) bill that a low-cost index fund be included in all such plans, said an industry official.
Nebraska insurance director L.Tim Wagner died on Tuesday, according to the National Association of Insurance Commissioners.
House Republicans have introduced a bill that would repeal the AMT with an optional “simplified tax.”
Tax preparer Jackson Hewitt has named Michael Yerington as its new president and chief executive.
SponsorMatch lets employers give defined-contribution plan participants the longevity protection of a DB plan.
The PPA has not increased the security of defined-benefit pension plans, the Pension Benefit Guaranty Corp. said.
Democratic presidential candidate Hillary Clinton today announced a proposal to offer a 401(k)-type plan for all Americans.
More than two years after the launch of the first variable annuity based on exchange traded funds, VA providers and financial advisers are still ap-proaching the product with caution.
Those investing in a single John Hancock lifestyle fund have higher ending balances, according to Hancock.
Guy Carpenter and Co. is accused of conspiring with reinsurers to fix prices and eliminate competition.
Financial advisers are resisting using annuities designed for 401(k) plans which are created by insurance firms.
More than two years after the launch of the first variable annuity based on exchange traded funds, VA providers and financial advisers are still ap-proaching the product with caution.
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.
BIS Insurance Services, a Sacramento, Calif. employee benefits insurance broker, will remain in its current location.
Too many 401(k) plan participants are not getting the best deals from their plans, said Rep. George Miller, D-Calif.
The 401(k) arena now demands specialized advisers, said Phil Chiricotti, president of the Center for Due Diligence.
It's the “best of times” for advisers willing to embrace changes in the 401(k) space, said an expert in employee benefits law.
The new tax, slated to go into effect on Dec. 1, applies to 23 services deemed by proponents to be non-essential.
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.
As automatic features continue to propel 401(k) plans, advisers need to become retirement specialists to add value to the plan.