Displaying 7713 results
Low 401(k) fees aren’t a legal cure-all
Fees that participants pay must be the lowest possible if the sponsors are to avoid potential lawsuits
Medicare surcharge letters dampen holiday spirits
Income-related premium hikes for 2016 confuse advisers, clients.
SEC exam questions dive deeply into retirement-account advice
Through its queries to financial advisers, the regulator is asserting its presence in an area normally associated with the Labor Department.
Levitt: Don’t let financial advisers off the hook
The Labor Department wants to update the fiduciary standard, raising the bar for any advice given by brokers. A change is long overdue, says the former SEC chairman.
The business you need to start after your Powerball win
Family offices handle the financial affairs of multi-millionaires and their relatives and can do almost anything else — from hiring staff to managing a wine cellar.
5 financial habits young investors should start now
Lining up your values and your spending will position you well for the future.
Odds are, the Powerball winner will need lots of financial advice
Stay calm, stay quiet, and hire a ton of lawyers.
How likely are you to get rid of your credit card debt?
As consumer or household debt climbs to a record $3.5 trillion, new data shows where you live has a lot to do with how quickly you reach your goal.
Attorney Schlichter preps new round of 401(k) suits
A pioneer in bringing lawsuits over retirement-plan fees is investigating several large plans, building on recent successes and a broader wave of litigation.
Key 2016 dates for retired clients
Make sure your clients comply with deadlines for taxes, Medicare, Social Security and retirement distributions.
Attorney Jerry Schlichter brings another class-action 401(k) suit
Hot on the heels of some big victories, law firm Schlichter Bogard & Denton has filed a new complaint alleging fiduciary breach under ERISA.
Gray divorce boosts poverty level for women
New Social Security rules will limit claiming options for ex-spouses.
You may have to wait longer for your tax refund this year
Increased fraud protections in response to last year's explosion of refund theft will likely draw out the wait for your money.
What to do with your 401(k) after you leave your job
Fees in 401(k)s and IRAs vary greatly — and they could be silently killing your investment returns.
New Social Security service connects advisers, clients with filing experts
Your clients have only a brief window to take advantage of certain Social Security claiming options under existing rules.
Boeing settles 401(k) suit for near-record $57 million
The large settlement underscores the need to ensure reasonable fees and asset classes for investments, and that the overall value of services matches up with cost.
Aging boomers are ready for financial advice
New book teaches consumers how to select the right adviser.
Beware the early distribution penalty
Withdrawals before age 591/2 from plans and IRAs that are used to pay medical bills are generally exempt…
Clients need prep for long-term care
Few have planned for such care, but 70% of 65-year-olds will require it in their future.
2016 could be a good year for women looking to buy real estate
Single female homebuyers are poised to make a comeback, particularly in cities where their salaries are rising faster than those of single men.