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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.
Rising rates increase the appeal of lump-sum pension payouts
Financial advisers will need to become fluent in pension math to properly guide clients
The top 5 mistakes made by 401(k) plan sponsors
Helping retirement-plan clients avoid common administrative pitfalls can save them time and money.
Oregon becomes first state to launch auto-IRA program
Some see the implementation as a watershed moment for these retirement plans.
Connecticut governor signs bill to improve 403(b) plan fee transparency
Some believe the Connecticut law could be a springboard to reform among other states.
Don’t mess with Social Security disability rules
Attempts to suspend benefits can have disastrous results.
An adviser’s guide to Social Security survivor benefits
Complex rules govern who gets what and when.
Men vs. Women: Who is smarter when it comes to credit?
Men describe their knowledge of how credit scores work as good or excellent, but how accurate are they?
Nationwide’s 401(k) record-keeping fees are excessive, lawsuit claims
Plaintiffs claim practice of charging plans a percentage of assets is unreasonable.
