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Allianz, Pimco targeted in class-action 401(k) suit
Firms are the latest targets in another class-action lawsuit alleging breach of fiduciary duty due to excessive 401(k) fees.
New resolution: Create and review your Social Security statement online
If your earnings information is wrong, you may not receive all the benefits to which you are entitled.
Loss of Social Security file-and-suspend strategy may be overblown
Restricted application for spousal benefits is still key for married couples.
Loss of file-and-suspend strategy may be overblown
Restricted application for spousal benefits is still key for married couples.
Plan advisers need to take note of the SEC’s swing-pricing rule
Due diligence considerations that plan advisers should make when a fund has adopted swing pricing.
12 predictions about what the Labor Department’s fiduciary rule will look like when implemented
Predictions on what the Labor Department's fiduciary rule will look like when implemented, and when that implementation might occur.
What’s the difference between an FSA and an HSA?
With benefit open-enrollment season looming, corporate employees need to make the most out of their benefits. After all, with wages largely stagnant, benefits are the new salary.
The secret to keeping family money
Building family unity correlates directly to maintaining family wealth — and communication about money should start early.
How to minimize Medicare surcharges with life insurance and annuities
Advisers may consider several retirement planning options with clients that do not create unnecessarily high Medicare surcharges.
Student loans hurt women more than men
For every dollar that men take home, women earn 21¢ less. Here's what that means for women's student loan debts.
Working longer for more savings? Don’t count on it
Although delaying retirement helps financial readiness, it can't be a safety net for everyone.
Medicare surcharge letters dampen holiday spirits
Income-related premium hikes for 2016 confuse retirees.
How to help clients minimize the sting of 2016 Medicare premium rates
Beneficiaries who can't avoid an increase can still find ways to manage through the hike.
Advisers praise Sanders for highlighting Social Security, doubt his approach
The Vermont senator proposed lifting the cap on taxable income for the program.
Department of Labor’s lifetime income illustrations at a ‘crossroads’
A DOL official said the regulatory project around lifetime income projections has stalled due to a split in opinion.
Looming credit card changes you need to watch out for
While fees are lower and there's more transparency, there could be big changes coming considering the Federal Reserve's plans to raise interest rates.
3 steps to get going on harvesting those tax losses
This year's spike in equity market volatility creates fertile ground for the strategy. Plus, check out our special report on tax and estate planning.
Social Security changes present opportunities
Once you recover from the shock of learning that the most valuable Social Security claiming strategies are being phased out, take steps to turn this game-changing event into an opportunity by connecting with clients.
As robo-advice spreads, so should the caution warnings
Breakfast with Benjamin: As robo-advisers flood the zone, investors (and human financial advisers) should continue to proceed with caution.
How wealth distribution really affects charitable giving
A new study found rich people in states with the most skewed income scales were significantly less generous than their peers in states where wealth is more evenly distributed.
