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401(k) investors concentrated in low-cost mutual funds: Investment Company Institute
The larger trend toward passive investing, as well as cost-consciousness on the part of plan sponsors and general industry push to lower expense ratios, are at play.
How the sharing economy can help provide affordable housing in retirement
These alternatives to traditional living arrangements can help satisfy older Americans' requirements for affordable and accessible living spaces.
Small businesses less generous with 401(k) contributions: Vanguard
Almost 30% of small-business plans don't offer any sort of employer contribution.
Retirement calculators show ‘dramatically different’ results
Studies show publicly available retirement calculators shouldn't be taken at face value.
The fate of your retirement could be determined by this election
New retirement-saving laws will face a challenge if incoming lawmakers are leery of mandates on employers.
How many marriages will really end in divorce?
Millennials have different attitudes toward marriage than their parents. But will they be better at keeping their vows?
Jackson National’s new variable annuity hints at annuities’ future post-DOL fiduciary rule
The firm is developing its first fee-based variable annuity, which many experts say is the future of the product line in the qualified market.
MetLife is second major insurer to exit the brokerage business, in the sale of adviser unit to MassMutual
MetLife is the second major insurer to exit the brokerage business, in the sale of its adviser unit to MassMutual. Mergers may be on the rise due to the Labor Department's proposed fiduciary rule.
How LGBT investors can take advantage of new financial opportunities
Legal recognition of same-sex couples means fewer complications and new options for investing.
Social Security update for gay couples
Legalizing same-sex marriage nationwide opens the door for spousal, survivor, disability and Medicare benefits.
How noncitizens can access Social Security benefits
Foreign workers and dependents retiring abroad face complicated rules.
Social Security benefits for noncitizens
Foreign workers and dependents retiring abroad face complicated rules.
Senator Elizabeth Warren proposes bill to help workers track down old 401(k)s
Legislators cite a recent TIAA study finding 30% of employees neglect accounts at previous employers when they switch jobs.
Baby boomers reach required minimum distribution milestone for retirement accounts
The first wave of boomers turns 70½ starting July 1, and must start taking distributions from their retirement savings.
John Oliver’s criticism helps fiduciary duty go prime time
Recent 'Last Week Tonight' segment is just one example of the growing awareness of this issue.
How clients can add $8,000 a year to their retirement income
Assume your clients are a 65-year-old married couple with a $500,000 retirement portfolio and a home valued at…
Indexed annuity distributors weigh launching B-Ds due to DOL fiduciary rule
The move would allow insurers to sidestep additional risk in distributing through independent agents.
Your retirement calculator might not be accurate
Studies show publicly available retirement calculators shouldn't be taken at face value.
Skeptical advisers should reexamine their attitudes toward reverse mortgages
Most of the loans' issues have been solved, or at least ameliorated.
John Oliver lambasts U.S. retirement savings system, supports DOL fiduciary rule
The star of a late-night HBO comedy show had some biting words for non-fiduciary brokers, high 401(k) fees and active fund management.
