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DOL fiduciary rule creates ‘prime hunting season’ for 401(k) specialists
Executives from broker-dealers and RIAs say the fallout would create opportunity for advisers specializing in 401(k) plans to steal business away from “generalist” advisers.
What plan sponsors want from retirement plan advisers
Advisers can make themselves more valuable to employer clients by following these tips, according to a panel of plan sponsors at National Association of Plan Advisors' 15th annual 401(k) summit.
Analyst sees gold hitting $3,000 an ounce over next three years
Breakfast with Benjamin Why one analyst predicts the precious metal will hit $3,000 an ounce over the next three years.
DOL rule akin to being peed on by a baby: NAPA head
Brian Graff, the executive director of NAPA, equates the rule to an infant that “pees you in the face,” joining a large chorus of observers citing the complexity of the new regulation and the massive shake-up it will have on the industry.
Health care costs squeeze retirement savings
Workers and retirees worry about how to pay for current and future care.
Regulatory changes abroad hint at the DOL fiduciary rule’s potential impact
U.K., Australia both passed fiduciary rules, though their versions weren't limited to retirement advice. How have they fared, and what can U.S. advisers learn from them? (More: Coverage of the DOL fiduciary rule from every angle)
Four ways financial advisers should help retirement plan sponsor clients avoid a DOL audit
The retirement plan sponsor role comes with a very clear set of regulatory obligations to the Department of Labor — whether your clients are aware of them or not.
Is securitizing health care loans a workable solution for accessing high-cost medical treatments?
As an investment, this is an idea that adopts the same general form as mortgage-backed securities.
Three GOP senators co-sponsor resolution to kill DOL fiduciary rule
Three GOP senators co-sponsor a resolution to kill the regulation, though it's seen as symbolic, as President Obama would surely veto the measure if it passed.
Watch out, boomers, here comes 70 and those RMDs
Mandatory payouts from savings plans may trigger new taxes.
Longevity can be an asset in retirement
Unprecedented surge in older Americans could be a boon to charities, nonprofits.
Traditional or Roth 401(k): How to choose
Deciding between a traditional and Roth 401(k) is essentially a bet on how your future income tax rates will compare to their current rate.
Homeownership no longer pays at tax time
The tax benefits of homeownership has been elusive for typical buyers since mortgage rates started tumbling in 2008.
What Americans really pay in taxes
Are you paying your "fair share" in taxes? See how your tax burden stacks up against other taxpayers.
Wirehouses seen winning in DOL’s final fiduciary rule
Brokers may continue selling higher-cost proprietary products if they meet certain conditions.
Social Security planning still critical after demise of file and suspend
Remaining claiming strategy offers eight more years of creative options for some retirees.
Social Security planning still critical after demise of file and suspend
Remaining claiming strategy offers eight more years of creative options for some clients.
Ready or not, Social Security claiming rules are about to change
Claiming rules regarding the popular file and suspend strategy will be overhauled on April 30.
The file and suspend countdown
Ready or not, Social Security claiming rules change on April 30.
Avoid local Social Security offices and file for benefits online
As confusion over filing rules continues, some complaints about false information emerge.