Displaying 7763 results
Obama administration shows more support for annuities in 401(k) plans
In a recent letter, the Labor Department said target date funds using annuities may be a prudent default investment option for employers.
Your divorce may trigger hidden 401(k) fees
Getting a record keeper to fill out a legal document needed to divide a retirement account could cost more than $1,200.
How financial advisers can prepare clients for potential life-altering events
You can play a large part in helping clients feel better equipped to handle such situations before they happen.
Clients getting divorced may encounter hidden 401(k) fees
Getting a record keeper to fill out a legal document needed to divide a retirement account could cost more than $1,200
Young retirement robo ForUsAll scoring high employee participation rates
The company's founders, who hail from Financial Engines, have grown the new business to $100 million in assets.
Former N.Y. State Common Retirement Fund fixed-income director arrested in pay-for-play scheme
Allegations include receiving travel, prostitutes and drugs for steering business to two broker-dealers.
Some compensation is exempt from Social Security earnings test
Severance pay does not count, nor do trailing insurance commissions.
Some compensation is exempt from Social Security earnings test
Severance pay does not count, nor do trailing insurance commissions.
How Obama changed how you save for retirement
Donald Trump can undo the new rules on financial advisers but not the new skepticism of their advice.
How to take the pain out of doing your taxes
Seventy percent of Americans get a refund after filing their income taxes, yet many of us would rather go to the dentist than do the paper work.
DOL’s new FAQs on fiduciary rule focus on circumventing fiduciary status
The most surprising aspect of the second round of adviser FAQs is they concentrate on behaviors that will legally and appropriately circumvent fiduciary accountability.
DOL proposes allowing some insurance intermediaries to use a BICE under fiduciary rule
If granted, the change would make it easier for some indexed annuity distributors to sell commission products under the Labor Department regulation.
RIAs could be ultimate winners if DOL fiduciary rule is repealed or delayed
Differentiating themselves from brokers would be easier now that debate has raised investor awareness of the role of a fiduciary
Second round of DOL fiduciary rule FAQs clears confusion on common compensation practice for 401(k) advisers
Advisers can continue to offset a level fee charged on retirement-plan assets with revenue-sharing payments such as 12b-1 fees.
Why This May Be the Right Time to Sell Your Practice
https://www.investmentnews.com/wp-content/uploads/assets/graphics src=”/wp-content/uploads2017/01/CI1084411222.JPG” There’s no more daunting task than creating a succession plan for…
Most small employers oppose state, federal government as auto-IRA sponsors: survey
Ideology about the role of government in the free market and concerns over effective implementation of the auto-IRAs are primary factors.
Medicare decisions get personal
In latest dispatch from the retirement front, IN editor crunches healthcare numbers.
Here are the biggest gripes about the Internal Revenue Service
A report produced annually for Congress includes 20 or more of the most serious problems taxpayers face when dealing with the agency.
Social Security to stop mailing paper statements — again
Budget restraints will limit paper benefit statements to those 60 and older.
Why retirement plan advisers should care about the HSA market
There's a void in education and advice for HSAs, which retirement plan advisers are perfectly positioned to fill.
