Displaying 7762 results
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.
Retirement readiness improves, but most Americans’ savings still fall short
More than half of Americans are still at risk of being unprepared to completely cover essential living expenses in retirement.
New bills aim to stop DOL fiduciary rule
New bipartisan legislation would quash a Labor Department proposal to strengthen investment advice standards for retirement accounts.
Fiduciary liability unclear when selecting and monitoring default retirement investments
Plan sponsors appreciate auto enrollment and qualified default investments, but there are imperfect fits at the individual participant level.
Boeing settlement underscores advisers’ 401(k) responsibility
As excessive-fee suits are poised to move down market, advisers should pay attention to teachings of 401(k) suits such as Boeing's.
Roth vs. traditional 401(k)s: What investors need to consider
There are subtleties that could have big tax implications.
Roth vs. traditional 401(k)s: What to consider for clients
There are subtleties that could have big tax implications for clients.
Here’s proof the rich really are getting richer
This city ranking shows where the difference between the top 20% of wage earners and the bottom 20% is most prominent.
Will companies start paying employees to relocate?
As Facebook offers its workers $10,000 to move closer, other businesses face hurdles before the practice becomes widespread.
Get your 0% credit card balance transfer offer before it’s gone
As the prime rate set by banks goes up, companies may raise fees or restrict offers.
Roskam anticipates House approval of bill to stop DOL fiduciary rule
The author of legislation that would halt the Labor Department's fiduciary rule anticipates the measure will make it at least to the House floor.
