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DOL fiduciary rule: Transfers of IRAs in the new fiduciary world
Little has been said about prudent recommendations to transfer an IRA from another firm to the adviser's firm.
Managed accounts look attractive to 401(k) advisers, but how do you measure performance?
The customization that makes them a good investment option presents a benchmarking challenge.
How Social Security treats the survivors of young workers
Eligibility rules are more lenient for the survivors of young workers because of their brief careers.
Men vs. women: Who gets the most out of marriage?
Research finds a woman and a man can have significantly different views of the same marriage.
Why Americans can’t seem to retire
The share of older people in the workforce is higher than at any point since before the creation of Medicare.
Appointing and monitoring a 401(k) investment manager under ERISA
A recent district court decision has implications for how retirement plan sponsors should monitor their adviser.
Social Security reserves still expected to be depleted by 2034: annual report
Depletion of Disability (DI) trust fund pushed back five years due to a temporary increase of its share of the payroll tax.
LPL to roll out new mutual fund platform as DOL fiduciary rule takes effect
Broker-dealer hasn't yet determined whether the platform will be mandatory when it launches next year, given the fluid regulatory environment.
GOP to keep Obamacare taxes on wealthy in latest health-care bill: sources
Though the House version would repeal the 3.8 percent tax on net investment income and 0.9 percent Medicare surtax, the Senate is trying to win over moderate holdouts.
American Airlines reaches $22 million settlement in 401(k) self-dealing lawsuit
The settlement, if approved, would be among the largest in cases alleging enrichment due to use of proprietary investments.
Fund manager MFS sued for self-dealing in its 401(k) plans
The plaintiff claims the plans were "loaded" with proprietary mutual funds, and 98% of the investable assets were held in company-affiliated investments.
How Social Security treats the survivors of young workers
Eligibility rules are more lenient for the survivors of young workers because of their brief careers.
Health-insurance reform uncertainty hampers advisers’ ability to counsel to clients
Advisers preparing new financial plans are flying blind when it comes to clients' health-care needs.
5 ways to ensure an HSA isn’t subject to ERISA
Employers can avoid headaches by not exercising control over the health savings account process.
Dual income couples complicate Social Security earnings test
Benefits of one — or both — could be reduced due to excess earnings.
These five states still haven’t recovered from the recession
Growth has lagged outside of the nation's largest cities in New York, California and Florida.
Dual income couples complicate Social Security earnings test
Benefits of one — or both — could be reduced due to excess earnings.
How did the DOL fiduciary rule change the world for 401(k) advisers?
The rule is a blip for elite plan advisers, but there are a number of ways inexperienced advisers are reacting.
Health savings accounts becoming the new IRAs
Tax advantages lead to investing and the need for financial advice.
Fidelity, American Century adopting new TDF fee tactic as cost pressures grow
The firms, which focus on active management, are seeking flexibility to lower fund fees.