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Adviser Twitter fight erupts when Dave Ramsey bashes DOL fiduciary rule
The controversial financial guru said the Labor Department rule would "kill" the middle class' ability to get retirement advice.
The next big thing in retirement advice
Guidance for plan sponsors on how to motivate employees to get beyond their 401(k) inertia
Assets of largest retirement funds tumble 2.3% for year
Meanwhile, asset movement among defined contribution plans was flat.
Gov. Christie signs bill to create retirement plan marketplace for small businesses
Gov. Chris Christie signed a bill to create a retirement plan marketplace for New Jersey businesses with fewer than 100 employees.
Test your knowledge about upcoming Social Security changes
A new online quiz is tougher than it looks.
The case for looking away from your 401(k) when stocks tumble
The rule of thumb for retirement plans during market volatility is, in fact, to do nothing.
New 401(k) suit targets Vanguard fund fees
Advisers should consider whether collective trust funds and separate accounts offer lower expenses than their mutual fund counterparts.
Fidelity fields record calls for 401(k) advice as markets tank
As key indexes first started going south earlier this month, almost 4 million people contacted Fidelity on January 4 alone, either online or by phone, to check on their retirement savings.
Warming up to ESG funds in 401(k)s
Plan advisers might not fully understand the rules regarding ESG investments
401(k) suit targeting Vanguard fees could support case for active funds
Will putting iconic fund firm in the crosshairs turn fiduciaries' attention toward overall value and away from fees?
Investors thinking about retirement should understand BDCs
Traditional fixed-income holdings, such as bond funds, may not provide enough meaningful income as historically low interest rates have limited the yields available to investors.
Fidelity now wants workers’ health insurance
Fidelity Investments is already the U.S.’s No. 2 mutual fund company. Now, it wants to get bigger in…
Are you using the wrong account to save for retirement?
Provocative article suggests health savings accounts may top 401(k) plans as wealth accumulation vehicle.
Social Security claiming questions persist
The Social Security Administration still has not provided official guidance on coming changes.
How reverse mortgages can help stave off Medicare surcharges
There are several retirement-income planning options to consider that can help people save their hard-earned nest egg dollars.
How reverse mortgages can help stave off Medicare surcharges
While we were reveling in New Year’s festivities, Medicare ushered in a new income scale as the basis…
Social Security changes reveal a knowledge gap advisers can fill
Leverage the changes to educate clients about what Social Security will provide and how much of their needs it covers.
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.